We are live on ! Find out more
AEP icon

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
SCM
126
Stevens Capital Management
Pennsylvania
$19.7M +$18.4M +296,986 New
MAM
127
Magellan Asset Management
Australia
$19.5M -$1.73M -27,938 -9%
National Pension Service
128
National Pension Service
South Korea
$19M +$691K +11,168 +4%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$18.9M +$9.14M +147,745 +106%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$18.5M +$16.5M +267,073 +2,234%
SLAM
131
Swiss Life Asset Management
$18.3M +$639K +10,334 +4%
Aviva
132
Aviva
United Kingdom
$18.1M +$293K +4,744 +2%
AI
133
Analytic Investors
California
$18M -$2.5M -40,412 -13%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$17.2M -$330K -5,341 -2%
AIG
135
American International Group
New York
$17.1M +$2.98M +48,117 +23%
BG
136
Bollard Group
Massachusetts
$17M +$131K +2,120 +0.8%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$16.9M – – –
HCM
138
Highbridge Capital Management
New York
$16.7M +$15.5M +251,220 New
Voloridge Investment Management
139
Voloridge Investment Management
Florida
$16.5M +$14M +225,848 +991%
H
140
Hexavest
Quebec, Canada
$16.5M -$129K -2,084 -0.8%
Marshall Wace
141
Marshall Wace
United Kingdom
$16M +$12.6M +203,885 +540%
HEIP
142
Hudson Edge Investment Partners
New Jersey
$16M -$1.57M -25,318 -10%
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$15.8M +$731K +11,828 +5%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$15.7M +$225K +3,634 +2%
WMSA
145
Weiss Multi-Strategy Advisers
New York
$15.6M +$14.5M +235,223 New
ERSOT
146
Employees Retirement System of Texas
Texas
$14.1M – – –
WCM
147
Wedge Capital Management
North Carolina
$13.9M -$4.21M -68,126 -25%
QI
148
QS Investors
New York
$13.8M +$205K +3,311 +2%
ASRS
149
Arizona State Retirement System
Arizona
$13.5M +$346K +5,600 +3%
WIC
150
Willis Investment Counsel
Georgia
$13.2M -$1.63M -26,400 -12%
4 5
6
7 8

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.