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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
TIAAOA
176
Teachers Insurance & Annuity Association of America
New York
$8.78M
RJFSA
177
Raymond James Financial Services Advisors
Florida
$8.77M +$452K +6,726 +5%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$8.72M -$291K -4,333 -3%
ERSOT
179
Employees Retirement System of Texas
Texas
$8.54M
CAM
180
Capstone Asset Management
Texas
$8.4M +$221K +3,286 +3%
MME
181
Meag Munich Ergo
Germany
$8.38M +$8.73M +129,794 New
WT
182
Whittier Trust
California
$8.28M -$26.6K -395 -0.3%
WB
183
WesBanco Bank
West Virginia
$8.23M -$204K -3,038 -2%
OTPPB
184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.14M +$186K +2,760 +2%
EIA
185
Edgemoor Investment Advisors
Maryland
$8.12M -$248K -3,681 -3%
CCMH
186
Cornerstone Capital Management Holdings
New York
$8.12M -$286K -4,254 -3%
EIM
187
ExxonMobil Investment Management
Texas
$8.06M -$109K -1,625 -1%
NBC
188
Neuberger Berman Canada
Ontario, Canada
$8.06M +$757K +11,251 +10%
HIMCH
189
Hartford Investment Management Co (HIMCO)
Connecticut
$7.87M +$120K +1,781 +1%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$7.87M -$30.4K -452 -0.4%
IGIM
191
I.G. Investment Management
Manitoba, Canada
$7.77M +$489K +7,275 +6%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$7.44M -$652K -9,697 -8%
SAM
193
Securian Asset Management
Minnesota
$7.42M -$26.8K -398 -0.3%
ORIO
194
Old Republic International (ORI)
Illinois
$7.34M
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$7.33M +$2.78M +41,331 +57%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$7.33M
BSPF
197
British Steel Pension Fund
United Kingdom
$7.32M
SEI Investments
198
SEI Investments
Pennsylvania
$7.07M +$477K +7,090 +7%
Axa
199
Axa
France
$7.03M +$296K +4,400 +4%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$6.84M +$7.17M +106,569 New

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.