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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
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$9.18M +$2.12M +34,211 +33%
TIAAOA
177
Teachers Insurance & Annuity Association of America
New York
$9.08M – – –
WBC
178
Westpac Banking Corp
Australia
$8.92M +$6.74M +108,920 +430%
WB
179
WesBanco Bank
West Virginia
$8.89M +$33K +534 +0.4%
CG
180
Clinton Group
New York
$8.87M +$5.26M +85,074 +176%
HIMCH
181
Hartford Investment Management Co (HIMCO)
Connecticut
$8.79M +$732K +11,833 +10%
BFG
182
Beacon Financial Group
Texas
$8.76M -$834K -13,479 -9%
EIA
183
Edgemoor Investment Advisors
Maryland
$8.7M -$210K -3,401 -3%
UCFA
184
United Capital Financial Advisors
Texas
$8.62M +$6.8M +109,952 +552%
SB
185
Suntrust Banks
Georgia
$8.54M -$124 -2 -0%
CAM
186
Capstone Asset Management
Texas
$8.49M +$4.25M +68,754 +116%
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.4M +$160K +2,588 +2%
CC
188
Cipher Capital
New York
$8.38M +$2.22M +35,914 +40%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$8.33M -$561K -9,068 -7%
WT
190
Whittier Trust
California
$8.31M +$330K +5,337 +4%
SAM
191
Securian Asset Management
Minnesota
$8.26M +$207K +3,343 +3%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$8.1M -$298K -4,815 -4%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$7.99M +$188K +3,042 +3%
EIM
194
ExxonMobil Investment Management
Texas
$7.94M +$590K +9,546 +9%
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$7.84M +$111K +1,800 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.7M +$7.17M +116,000 New
HighTower Advisors
197
HighTower Advisors
Illinois
$7.59M -$521K -8,418 -7%
BSPF
198
British Steel Pension Fund
United Kingdom
$7.57M – – –
IGIM
199
I.G. Investment Management
Manitoba, Canada
$7.55M +$1.94M +31,295 +38%
PIA
200
Piedmont Investment Advisors
North Carolina
$7.3M +$104K +1,688 +2%
6 7
8
9 10

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.