We are live on ! Find out more
AEP icon

American Electric Power

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: 310 (+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: 804845 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$13.1M +$91K +1,472 +0.7%
Comerica Bank
152
Comerica Bank
Texas
$13M +$1.98M +31,977 +19%
AIA
153
Affinity Investment Advisors
California
$12.8M +$167K +2,694 +1%
AP
154
AHL Partners
United Kingdom
$12.1M +$9.62M +155,627 +590%
AAM
155
Aberdeen Asset Management
United Kingdom
$12.1M -$729K -11,791 -6%
LPL Financial
156
LPL Financial
California
$11.5M +$2.44M +39,522 +29%
Stifel Financial
157
Stifel Financial
Missouri
$11.5M -$268K -4,339 -2%
EA
158
Ecofin Advisors
United Kingdom
$11.3M +$1.45M +23,438 +16%
ORIO
159
Old Republic International (ORI)
Illinois
$11.3M +$989K +16,000 +10%
TPSF
160
Texas Permanent School Fund
Texas
$11.2M -$229K -3,700 -2%
SOMRS
161
State of Michigan Retirement System
Michigan
$11.2M +$74.2K +1,200 +0.7%
AIP
162
ARS Investment Partners
New York
$11.1M +$784K +12,673 +8%
Credit Agricole
163
Credit Agricole
France
$11.1M -$3.31M -53,591 -24%
SG Americas Securities
164
SG Americas Securities
New York
$10.7M +$7.66M +123,856 +334%
DFO
165
Duquesne Family Office
New York
$10.6M +$9.91M +160,200 New
FMLI
166
Fukoku Mutual Life Insurance
Japan
$10.5M
N
167
Natixis
France
$10.5M +$9.8M +158,472 New
KBC Group
168
KBC Group
Belgium
$10.3M -$8.13M -131,472 -46%
GT
169
Glenmede Trust
Pennsylvania
$10.3M -$2.38M -38,547 -20%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$10.3M +$180K +2,916 +2%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$9.94M +$208K +3,360 +2%
CCMH
172
Cornerstone Capital Management Holdings
New York
$9.69M +$663K +10,714 +8%
MSR
173
Main Street Research
Connecticut
$9.45M +$155K +2,508 +2%
Jacobs Levy Equity Management
174
Jacobs Levy Equity Management
New Jersey
$9.38M -$656K -10,600 -7%
BTS
175
BB&T Securities
Virginia
$9.23M +$2.46M +39,835 +40%

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.