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American Electric Power

871 hedge funds and large institutions have $21.6B invested in American Electric Power in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $139M | Put options by funds: $93.1M

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

2% more funds holding

Funds holding: 854871 (+17)

2% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 305

0.52% more ownership

Funds ownership: 68.69%69.21% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$121M)

Holders
871
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
21.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
103
Increased
310
Reduced
305
Closed
74
Calls
$139M
Puts
$93.1M
Net Calls
+$46M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
851
JNBA Financial Advisors
Minnesota
$8K -$261K -4,233 -97%
HCC
852
Hirtle Callaghan & Co
Pennsylvania
$8K -$57.2K -928 -87%
HR
853
Howe & Rusling
New York
$8K -$42.2K -685 -85%
AII
854
AGF Investments Inc
Ontario, Canada
$8K
CWM
855
Catamount Wealth Management
Connecticut
$8K
GBBWRPM
856
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
HCM
857
Highlander Capital Management
New Jersey
$6K
MCM
858
MV Capital Management
Maryland
$6K
AWM
859
AllSquare Wealth Management
New York
$6K +$6.17K +100 New
LJHT
860
Laurie J. Hall Trustee
$6K +$6.17K +100 New
FAM
861
Fred Alger Management
New York
$4K
RWG
862
Regal Wealth Group
California
$4K
SAM
863
Shamrock Asset Management
Texas
$4K
MWM
864
MinichMacGregor Wealth Management
New York
$4K +$62 +1 +2%
IWA
865
IBEX Wealth Advisors
New Jersey
$4K +$4.19K +68 New
LWMT
866
Legacy Wealth Management (Tennessee)
Tennessee
$3.97K +$3.88K +63 New
MDCM
867
Morgan Dempsey Capital Management
Wisconsin
$3K
LS
868
Livforsakringsbolaget Skandia
Sweden
$2.59K -$1.85M -30,060 -42%
AA
869
Apriem Advisors
California
$2K -$6.11K -99 -80%
ATC
870
Adirondack Trust Company
New York
$2K +$2.16K +35 New
SLF
871
Sun Life Financial
Ontario, Canada
$263 +$1.05K +17 New
Arrowstreet Capital
872
Arrowstreet Capital
Massachusetts
-$88.4M -1,376,006 Closed
Balyasny Asset Management
873
Balyasny Asset Management
Illinois
-$67.6M -1,052,564 Closed
MTB
874
Mizuho Trust & Banking
Japan
-$52.7M -820,989 Closed
SCM
875
Stevens Capital Management
Pennsylvania
-$20.2M -314,973 Closed

AEP Hedge Fund Activity: Q4 2016 in Review

871 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2016, worth a combined $21.6B — down 0.56% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AEP positions and 74 closed out — a net gain of 29 holders — while 310 added to existing stakes and 305 trimmed.

The largest buyer was Millennium Management, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $106M.

  • 871 institutional investors held American Electric Power (AEP) as of Q4 2016, up from 854 in Q3 2016.
  • Funds reported $21.6B of American Electric Power stock for Q4 2016, down 0.56% quarter-over-quarter.
  • 103 funds opened new American Electric Power positions in Q4 2016 and 74 closed out, a net change of +29 holders.
  • The largest American Electric Power buyer in Q4 2016 was Millennium Management, an estimated $174M added.
  • The largest American Electric Power seller in Q4 2016 was T. Rowe Price Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2016.