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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
ACI
101
AMP Capital Investors
Australia
$30M +$2.35M +34,952 +8%
NFA
102
Nationwide Fund Advisors
Ohio
$29.8M +$345K +5,126 +1%
DekaBank Deutsche Girozentrale
103
DekaBank Deutsche Girozentrale
Germany
$28.7M +$2.48M +36,948 +9%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$28.6M +$33.8K +502 +0.1%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$28.2M -$397K -5,909 -1%
FQ
106
First Quadrant
California
$27.1M +$22.9M +340,828 +423%
MAM
107
Martingale Asset Management
Massachusetts
$26.7M -$1.16M -17,245 -4%
JIR
108
James Investment Research
Ohio
$26.6M -$1M -14,942 -3%
Citigroup
109
Citigroup
New York
$26.4M -$7.45M -110,818 -21%
Macquarie Group
110
Macquarie Group
Australia
$25.8M -$20.9M -310,934 -40%
American Century Companies
111
American Century Companies
Missouri
$24.8M +$4.83M +71,841 +23%
BA
112
BlackRock Advisors
Delaware
$23.2M -$69M -1,026,364 -74%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$23.1M -$1.09M -16,164 -4%
HTC
114
Haverford Trust Company
Pennsylvania
$22.7M +$511K +7,594 +2%
US Bancorp
115
US Bancorp
Minnesota
$22.4M +$38.3K +570 +0.2%
National Pension Service
116
National Pension Service
South Korea
$21.7M +$1.8M +26,744 +9%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.7M -$538K -8,000 -2%
VDI
118
Vaughan David Investments
Illinois
$21.2M +$186K +2,765 +0.8%
Aviva
119
Aviva
United Kingdom
$20.9M +$533K +7,929 +3%
AG
120
Aperio Group
California
$20.8M +$157K +2,334 +0.7%
N
121
Natixis
France
$20.4M +$14.4M +214,637 +208%
SCM
122
Stevens Capital Management
Pennsylvania
$20.2M +$20.6M +306,846 +3,776%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$19.1M -$1.46M -21,645 -7%
WBC
124
Westpac Banking Corp
Australia
$18.9M -$5.83M -86,684 -23%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$18.8M +$2.56M +38,000 +15%

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.