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American Electric Power

871 hedge funds and large institutions have $21.6B invested in American Electric Power in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $139M | Put options by funds: $93.1M

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

2% more funds holding

Funds holding: 854871 (+17)

2% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 305

0.52% more ownership

Funds ownership: 68.69%69.21% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $21.7B → $21.6B (-$121M)

Holders
871
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
21.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
103
Increased
310
Reduced
305
Closed
74
Calls
$139M
Puts
$93.1M
Net Calls
+$46M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$8.08M -$779K -12,623 -9%
EIA
177
Edgemoor Investment Advisors
Maryland
$7.98M +$15.9K +258 +0.2%
WB
178
WesBanco Bank
West Virginia
$7.95M -$125K -2,030 -2%
HIMCH
179
Hartford Investment Management Co (HIMCO)
Connecticut
$7.79M +$72.5K +1,175 +1%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$7.79M +$64.6K +1,047 +0.9%
PAM
181
Panagora Asset Management
Massachusetts
$7.75M -$1.53M -24,804 -17%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$7.64M -$936K -15,182 -11%
SAM
183
Securian Asset Management
Minnesota
$7.41M +$128K +2,083 +2%
OTPPB
184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.3M -$668K -10,834 -9%
Credit Agricole
185
Credit Agricole
France
$7.27M -$1.89M -30,692 -21%
TIAAOA
186
Teachers Insurance & Annuity Association of America
New York
$7.25M -$1.33M -21,600 -16%
BSPF
187
British Steel Pension Fund
United Kingdom
$7.18M
EIM
188
ExxonMobil Investment Management
Texas
$7.17M -$724K -11,736 -9%
ZP
189
Zimmer Partners
New York
$7.1M -$10.6M -171,800 -60%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$7.05M -$136K -2,200 -2%
GHCM
191
Glen Harbor Capital Management
California
$7.05M +$6.9M +111,936 New
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$6.92M +$697K +11,309 +11%
Victory Capital Management
193
Victory Capital Management
Texas
$6.86M +$1.01M +16,304 +18%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$6.85M -$329K -5,336 -5%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.8M -$4.64M -75,200 -41%
ZIG
196
Zurich Insurance Group
Switzerland
$6.73M +$2.59M +41,947 +65%
PSUF
197
People's United Financial
Connecticut
$6.59M +$724K +11,738 +13%
PIA
198
Piedmont Investment Advisors
North Carolina
$6.52M +$137K +2,227 +2%
GT
199
Greenleaf Trust
Michigan
$6.41M +$204K +3,315 +3%
HSA
200
Hussman Strategic Advisors
Maryland
$6.36M +$6.17M +100,000 +10,000%

AEP Hedge Fund Activity: Q4 2016 in Review

871 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2016, worth a combined $21.6B — down 0.56% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AEP positions and 74 closed out — a net gain of 29 holders — while 310 added to existing stakes and 305 trimmed.

The largest buyer was Millennium Management, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $106M.

  • 871 institutional investors held American Electric Power (AEP) as of Q4 2016, up from 854 in Q3 2016.
  • Funds reported $21.6B of American Electric Power stock for Q4 2016, down 0.56% quarter-over-quarter.
  • 103 funds opened new American Electric Power positions in Q4 2016 and 74 closed out, a net change of +29 holders.
  • The largest American Electric Power buyer in Q4 2016 was Millennium Management, an estimated $174M added.
  • The largest American Electric Power seller in Q4 2016 was T. Rowe Price Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2016.