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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
WC
201
Wexford Capital
Florida
$7.22M +$6.72M +108,700 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$7.13M +$210K +3,401 +3%
JIM
203
Jupiter Investment Management
United Kingdom
$7.12M +$5.57M +90,141 +526%
GT
204
Greenleaf Trust
Michigan
$7.02M +$21.6K +350 +0.3%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$6.85M +$16.8K +272 +0.3%
HI
206
HBK Investments
Texas
$6.83M +$4.97M +80,389 +359%
CM
207
Churchill Management
California
$6.78M +$4.15M +67,102 +192%
VBCP
208
Vollero Beach Capital Partners
New York
$6.63M +$6.17M +99,770 New
UIM
209
USS Investment Management
United Kingdom
$6.58M +$2.83M +45,807 +86%
EA
210
Euclid Advisors
Connecticut
$6.54M +$5.06M +81,755 +488%
Bessemer Group
211
Bessemer Group
New Jersey
$6.43M +$4.47M +72,319 +295%
FAF
212
Fjarde Ap-fonden
Sweden
$6.4M +$914K +14,776 +18%
KeyBank National Association
213
KeyBank National Association
Ohio
$6.3M -$67.9K -1,098 -1%
NBC
214
Neuberger Berman Canada
Ontario, Canada
$6.21M -$941K -15,211 -14%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$6.21M +$104K +1,677 +2%
BIM
216
Bridgecreek Investment Management
Oklahoma
$6.16M -$193K -3,115 -3%
Axa
217
Axa
France
$6.14M +$4.49M +72,600 +365%
ACM
218
Aviance Capital Management
Florida
$6.14M +$1.5M +24,210 +35%
SCM
219
Sterling Capital Management
North Carolina
$6.11M -$175K -2,831 -3%
CAM
220
Carret Asset Management
New York
$6.08M -$100K -1,625 -2%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$5.94M +$3.09M +50,000 +127%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$5.87M +$118K +1,900 +2%
URS
223
Utah Retirement Systems
Utah
$5.84M +$6.18K +100 +0.1%
SEI Investments
224
SEI Investments
Pennsylvania
$5.69M -$3.85M -62,252 -42%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$5.54M -$24.7K -399 -0.5%

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.