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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
BIM
201
BRC Investment Management
Colorado
$6.82M +$7.14M +106,199 New
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$6.69M -$19.2M -285,799 -73%
JG
203
Jefferies Group
New York
$6.56M +$4.61M +68,501 +203%
PIA
204
Piedmont Investment Advisors
North Carolina
$6.51M -$704K -10,475 -9%
FAF
205
Fjarde Ap-fonden
Sweden
$6.43M +$169K +2,510 +3%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$6.36M -$221K -3,290 -3%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$6.33M -$1.39M -20,676 -17%
GT
208
Greenleaf Trust
Michigan
$6.33M +$329K +4,892 +5%
CM
209
Churchill Management
California
$6.24M -$211K -3,144 -3%
CC
210
Cipher Capital
New York
$6.19M +$6.24M +92,801 +2,612%
KeyBank National Association
211
KeyBank National Association
Ohio
$6.02M +$132K +1,957 +2%
PSUF
212
People's United Financial
Connecticut
$5.97M +$459K +6,826 +8%
Victory Capital Management
213
Victory Capital Management
Texas
$5.95M +$1.99M +29,617 +47%
OIM
214
Opus Investment Management
Massachusetts
$5.95M +$1.35M +20,000 +28%
BIM
215
Bridgecreek Investment Management
Oklahoma
$5.9M -$23.5K -350 -0.4%
LPL Financial
216
LPL Financial
California
$5.86M +$181K +2,698 +3%
URS
217
Utah Retirement Systems
Utah
$5.78M
SCM
218
Sterling Capital Management
North Carolina
$5.58M -$342K -5,089 -6%
CAM
219
Carret Asset Management
New York
$5.57M -$112K -1,660 -2%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.51M +$148K +2,200 +3%
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$5.5M +$390K +5,796 +7%
HFS
222
HL Financial Services
Kentucky
$5.47M +$12.2K +181 +0.2%
VIA
223
Virtus Investment Advisers
Connecticut
$5.27M +$5.52M +82,089 New
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$5.16M -$157K -2,333 -3%
GCAC
225
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.09M -$131K -1,949 -2%

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.