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American Electric Power

845 hedge funds and large institutions have $22.1B invested in American Electric Power in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

181% more call options, than puts

Call options by funds: $186M | Put options by funds: $66.1M

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

14% more capital invested

Capital invested by funds: $19.4B → $22.1B (+$2.65B)

11% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 286

5% more funds holding

Funds holding: 804845 (+41)

1.94% more ownership

Funds ownership: 67.8%69.74% (+1.9%)

Holders
845
Holders Change
+41
Holders Change %
+5.1%
% of All Funds
22.52%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.27%
New
90
Increased
318
Reduced
286
Closed
42
Calls
$186M
Puts
$66.1M
Net Calls
+$120M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
76
Rothschild & Co Asset Management US
Connecticut
$49.6M -$1.16M -18,694 -2%
PI
77
PGGM Investments
Netherlands
$49M +$1.73M +28,044 +4%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$48.7M +$2.58M +41,761 +6%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$48.4M -$18.6K -300 -0%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$48.3M +$1.57M +25,443 +4%
UBS Group
81
UBS Group
Switzerland
$48.2M +$4.02M +64,938 +10%
VFA
82
Virtus Fund Advisers
Connecticut
$47.3M +$15.7M +254,525 +56%
BJ
83
BlackRock Japan
Japan
$46.8M -$11.6M -187,201 -21%
Barclays
84
Barclays
United Kingdom
$46.6M -$1.48M -23,975 -3%
MIS
85
Morningstar Investment Services
Illinois
$46M +$4.78M +77,337 +13%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$45.6M +$554K +8,961 +1%
Principal Financial Group
87
Principal Financial Group
Iowa
$44.6M +$949K +15,346 +2%
RJA
88
Raymond James & Associates
Florida
$44.1M +$1.72M +27,780 +4%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$41.7M -$329K -5,315 -0.8%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$40.8M +$831K +13,430 +2%
JHIU
91
Janus Henderson Investors US
Colorado
$40.5M -$570K -9,213 -1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$40.1M -$189K -3,060 -0.5%
CA
93
Cortland Advisers
Delaware
$39.4M -$12.8M -206,446 -26%
JIR
94
James Investment Research
Ohio
$39.2M +$1.37M +22,233 +4%
CRM
95
Cramer Rosenthal McGlynn
Connecticut
$38.3M +$35.7M +576,685 New
ZIM
96
Zacks Investment Management
Illinois
$36.3M +$1.01M +16,377 +3%
Canada Life
97
Canada Life
Manitoba, Canada
$35.8M +$868K +14,041 +3%
NFA
98
Nationwide Fund Advisors
Ohio
$34.4M -$1.17M -18,879 -4%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$34.1M +$1.01M +16,274 +3%
USAA
100
United Services Automobile Association
Texas
$33.6M +$6.29M +101,693 +25%

AEP Hedge Fund Activity: Q1 2016 in Review

845 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2016, worth a combined $22.1B — up 14% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AEP positions and 42 closed out — a net gain of 48 holders — while 318 added to existing stakes and 286 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $479M. The largest seller was Franklin Resources, cutting an estimated $376M.

  • 845 institutional investors held American Electric Power (AEP) as of Q1 2016, up from 804 in Q4 2015.
  • Funds reported $22.1B of American Electric Power stock for Q1 2016, up 14% quarter-over-quarter.
  • 90 funds opened new American Electric Power positions in Q1 2016 and 42 closed out, a net change of +48 holders.
  • The largest American Electric Power buyer in Q1 2016 was Royal London Asset Management, an estimated $479M added.
  • The largest American Electric Power seller in Q1 2016 was Franklin Resources, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2016.