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American Electric Power
AEP

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: 3 → 10 (+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: 804 → 845 (+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

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$479M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
State Street
State Street
Massachusetts
+$109M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$101M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$98.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$376M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$248M
3
Millennium Management
Millennium Management
New York
-$170M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$84.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$32M -$84.9M -1,372,294 -74%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$30.3M -$309K -4,990 -1%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$29.3M +$16.4M +265,907 +151%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$29.3M +$2.26M +36,602 +9%
ACI
105
AMP Capital Investors
Australia
$28.5M +$12.4M +200,578 +87%
Citadel Advisors
106
Citadel Advisors
Florida
$27.9M +$24.1M +389,872 +1,285%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$27.2M +$12.5M +202,705 +98%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$26.7M +$2.32M +37,472 +10%
MAM
109
Martingale Asset Management
Massachusetts
$25.7M +$2.66M +43,006 +12%
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$25.6M -$13.3M -214,778 -36%
Lazard Asset Management
111
Lazard Asset Management
New York
$25.5M +$2.79M +45,110 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.3M -$110K -1,775 -0.5%
Macquarie Group
113
Macquarie Group
Australia
$25.1M -$5.64M -91,200 -19%
Skandinaviska Enskilda Banken (SEB)
114
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.5M +$22.9M +369,568 New
American Century Companies
115
American Century Companies
Missouri
$23.7M +$4.86M +78,564 +28%
US Bancorp
116
US Bancorp
Minnesota
$23.3M +$48.5K +784 +0.2%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$23M -$28.8M -466,057 -57%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.7M -$1.36M -21,934 -6%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$22.3M -$3.51M -56,715 -14%
VDI
120
Vaughan David Investments
Illinois
$21.8M -$116K -1,880 -0.6%
VAM
121
Visium Asset Management
New York
$21.5M +$3.32M +53,700 +20%
HTC
122
Haverford Trust Company
Pennsylvania
$21.4M +$20M +322,694 New
SO
123
STRS Ohio
Ohio
$20.5M -$4.14K -67 -0%
Citigroup
124
Citigroup
New York
$20.4M -$8.22M -132,952 -30%
AG
125
Aperio Group
California
$20.2M +$980K +15,845 +5%
3 4
5
6 7

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.