We are live on ! Find out more
AEP icon

American Electric Power

855 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 321 increasing their positions, 315 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $112M | Put options by funds: $84.2M

2% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 315

0.32% less ownership

Funds ownership: 69.01%68.69% (-0.32%)

2% less funds holding

Funds holding: 874855 (-19)

9% less capital invested

Capital invested by funds: $23.9B → $21.7B (-$2.22B)

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
855
Holders Change
-19
Holders Change %
-2.17%
% of All Funds
22.81%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
56
Increased
321
Reduced
315
Closed
65
Calls
$112M
Puts
$84.2M
Net Calls
+$27.5M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
876
Summit Financial Wealth Advisors
Louisiana
-$1.43M -20,335 Closed
CI Investments Inc
877
CI Investments Inc
Ontario, Canada
-$1.4M -20,000 Closed
Jane Street
878
Jane Street
New York
-$1.16M -17,182 Closed
SJIC
879
St. James Investment Company
Texas
-$905K -12,916 Closed
VF
880
Virtu Financial
New York
-$796K -11,351 Closed
HI
881
HBK Investments
Texas
-$566K -8,081 Closed
TC
882
Toews Corporation
New Jersey
-$540K -7,700 Closed
MWVC
883
Morgens Waterfall Vintiadis & Co
New York
-$526K -7,500 Closed
BCM
884
Bluefin Capital Management
New York
-$428K -6,100 Closed
Lido Advisors
885
Lido Advisors
California
-$409K -5,841 Closed
TRCT
886
Tower Research Capital (TRC)
New York
-$372K -5,313 Closed
WHRC
887
W.H. Reaves & Co
New Jersey
-$350K -5,000 Closed
WB
888
Webster Bank
Connecticut
-$315K -4,489 Closed
CT
889
Chicago Trust
Illinois
-$295K -4,208 Closed
AIA
890
Avalon Investment & Advisory
Texas
-$268K -3,830 Closed
LOAMS
891
Lombard Odier Asset Management (Switzerland)
Switzerland
-$263K -3,758 Closed
WF
892
Welch & Forbes
Massachusetts
-$257K -3,672 Closed
BA
893
Bristlecone Advisors
Washington
-$246K -3,513 Closed
ABC
894
Associated Banc-Corp
Wisconsin
-$232K -3,316 Closed
MBTD
895
Mechanics Bank - Trust Department
California
-$231K -3,305 Closed
PAA
896
Peregrine Asset Advisers
Oregon
-$231K -3,290 Closed
PFS
897
Prospera Financial Services
Texas
-$226K -3,225 Closed
CCM
898
CrestPoint Capital Management
Missouri
-$217K -3,100 Closed
PAIA
899
Park Avenue Institutional Advisers
New York
-$217K -3,092 Closed
TAM
900
TPH Asset Management
Texas
-$216K -3,086 Closed

AEP Hedge Fund Activity: Q3 2016 in Review

855 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2016, worth a combined $21.7B — down 9.3% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AEP and 56 opened new positions — a net loss of 9 holders — while 315 trimmed existing stakes and 321 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $108M. The largest seller was LSV Asset Management, cutting an estimated $351M.

  • 855 institutional investors held American Electric Power (AEP) as of Q3 2016, down from 874 in Q2 2016.
  • Funds reported $21.7B of American Electric Power stock for Q3 2016, down 9.3% quarter-over-quarter.
  • 56 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -9 holders.
  • The largest American Electric Power buyer in Q3 2016 was T. Rowe Price Associates, an estimated $108M added.
  • The largest American Electric Power seller in Q3 2016 was LSV Asset Management, an estimated $351M sold.

Based on aggregated 13F filings for Q3 2016.