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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
GIA
76
Gateway Investment Advisers
Ohio
$53.9M -$6.59M -106,904 -11%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$53.2M +$3.75M +60,769 +8%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$52.1M +$1.14M +18,411 +2%
GF
79
Gabelli Funds
New York
$51.9M -$123K -2,000 -0.2%
SO
80
STRS Ohio
Ohio
$51.7M +$11.7M +188,966 +30%
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$50.4M +$7.65M +124,007 +18%
LM
82
Luminus Management
Texas
$50.4M +$49.3M +799,900 New
RJA
83
Raymond James & Associates
Florida
$49.2M +$892K +14,464 +2%
MIS
84
Morningstar Investment Services
Illinois
$49.1M +$3.32M +53,785 +7%
NIPH
85
NN Investment Partners Holdings
Netherlands
$48.7M -$23.5M -380,538 -33%
CWM
86
CIBC World Markets
New York
$48.3M +$15.3M +247,747 +48%
DZ Bank
87
DZ Bank
Germany
$47.7M +$46.7M +757,034 New
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$46.4M +$408K +6,616 +0.9%
GC
89
Guggenheim Capital
Illinois
$44.8M -$1.62M -26,249 -4%
BJ
90
BlackRock Japan
Japan
$44.5M +$2.94M +47,670 +7%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$44M -$411K -6,664 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.8M -$7.64M -123,800 -15%
Principal Financial Group
93
Principal Financial Group
Iowa
$43M -$618K -10,019 -1%
Canada Life
94
Canada Life
Manitoba, Canada
$41.5M +$239K +3,870 +0.6%
Citadel Advisors
95
Citadel Advisors
Florida
$40.6M +$27.3M +443,328 +220%
BA
96
BlackRock Advisors
Delaware
$39.1M +$16M +258,810 +72%
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$39M -$544K -8,817 -1%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$38.6M +$7.99M +129,580 +27%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$36.8M +$34.9M +565,922 +3,059%
USAA
100
United Services Automobile Association
Texas
$36M +$4.01M +65,052 +13%

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.