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American Electric Power

854 hedge funds and large institutions have $21.7B invested in American Electric Power in 2016 Q3 according to their latest regulatory filings, with 55 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: 874854 (-20)

9% less capital invested

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

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
854
Holders Change
-20
Holders Change %
-2.29%
% of All Funds
22.79%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
55
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
CCT
901
Chemung Canal Trust
New York
-$210K -3,001 Closed
IIC
902
Ironwood Investment Counsel
Arizona
-$210K -3,000 Closed
TYCC
903
Texas Yale Capital Corp
Florida
-$206K -2,945 Closed
BA
904
Boston Advisors
Massachusetts
-$206K -2,935 Closed
HL
905
HeadInvest LLC
Maine
-$202K -2,888 Closed
GIA
906
Guyasuta Investment Advisors
Pennsylvania
-$201K -2,875 Closed
CCC
907
Chelsea Counsel Company
California
-$200K -2,860 Closed
SC
908
SRB Corp
Massachusetts
-$157K -2,238 Closed
PCM
909
Prelude Capital Management
New York
-$80K -1,141 Closed
AC
910
Alexandria Capital
Virginia
-$73K -1,047 Closed
SCM
911
Southport Capital Management
Tennessee
-$42K -600 Closed
CG
912
Cutler Group
California
-$30.8K -458 -100%
PHK
913
Point72 Hong Kong
Hong Kong
-$21K -300 Closed
LWM
914
Lenox Wealth Management
Ohio
-$16.4K -244 Closed
ECM
915
Exchange Capital Management
Michigan
-$12K -167 Closed
TCM
916
Tradewinds Capital Management
Washington
-$5K -77 Closed
AI
917
ArchPoint Investors
Florida
-$3K -40 Closed
DWT
918
Dorsey & Whitney Trust
South Dakota
-$2K -24 Closed
SFG
919
SevenBridge Financial Group
Pennsylvania
-$2K -22 Closed
DSN
920
D. Scott Neal
Kentucky
-$1K -10 Closed

AEP Hedge Fund Activity: Q3 2016 in Review

854 of the 3,748 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 55 opened new positions — a net loss of 10 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.

  • 854 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.
  • 55 funds opened new American Electric Power positions in Q3 2016 and 65 closed out, a net change of -10 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.