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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
Caisse de Depot et Placement du Quebec (CDPQ)
76
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52.7M +$14.3M +212,180 +35%
Dimensional Fund Advisors
77
Dimensional Fund Advisors
Texas
$51.9M +$3.9M +57,997 +8%
O
78
OppenheimerFunds
New York
$51M +$1.84M +27,362 +4%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$50.4M +$197K +2,924 +0.4%
RJA
80
Raymond James & Associates
Florida
$49.3M +$5.59M +83,142 +12%
GC
81
Guggenheim Capital
Illinois
$47.4M -$4.84M -71,941 -9%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$46.9M -$714K -10,610 -1%
MIS
83
Morningstar Investment Services
Illinois
$46.6M +$6.19M +92,076 +15%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$45.3M -$1.98M -29,400 -4%
Principal Financial Group
85
Principal Financial Group
Iowa
$44.5M +$1.09M +16,222 +2%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$43.4M -$325K -4,839 -0.7%
BJ
87
BlackRock Japan
Japan
$42.4M -$891K -13,247 -2%
Canada Life
88
Canada Life
Manitoba, Canada
$41.9M -$743K -11,050 -2%
Lazard Asset Management
89
Lazard Asset Management
New York
$41.7M +$7.33M +108,999 +20%
SO
90
STRS Ohio
Ohio
$40.6M +$21.1M +313,277 +98%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$40.3M -$120K -1,787 -0.3%
EA
92
Emerald Acquisition
Washington
$39.9M -$14.2M -210,556 -25%
Two Sigma Investments
93
Two Sigma Investments
New York
$36.8M +$35.8M +531,966 +1,295%
ZIM
94
Zacks Investment Management
Illinois
$35.2M +$2.41M +35,892 +7%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$33.5M -$6.83M -101,600 -16%
CWM
96
CIBC World Markets
New York
$33.4M +$35M +520,001 New
RCAMU
97
Rothschild & Co Asset Management US
Connecticut
$32.7M -$1.09M -16,269 -3%
USAA
98
United Services Automobile Association
Texas
$32.5M +$2.97M +44,092 +10%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$31M +$1.33M +19,727 +4%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$30.1M +$23.4K +348 +0.1%

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.