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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08B +$40.1M +650,509 +2%
State Street
2
State Street
Massachusetts
$1.57B +$5.01M +81,305 +0.3%
Bank of America
3
Bank of America
North Carolina
$1B +$24.4M +395,385 +3%
BIT
4
BlackRock Institutional Trust
California
$925M +$25.3M +410,185 +3%
BFA
5
BlackRock Fund Advisors
California
$703M +$18.5M +299,752 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$506M -$61.3M -993,775 -11%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$440M -$106M -1,722,998 -20%
Invesco
8
Invesco
Georgia
$427M +$50.8M +824,251 +14%
AQR Capital Management
9
AQR Capital Management
Connecticut
$417M +$7.71M +125,055 +2%
Wells Fargo
10
Wells Fargo
California
$416M +$63.8M +1,034,578 +19%
Millennium Management
11
Millennium Management
New York
$397M +$174M +2,821,437 +81%
AllianceBernstein
12
AllianceBernstein
Tennessee
$390M -$3.67M -59,569 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$350M +$89M +1,442,420 +35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$350M -$17M -275,975 -5%
Northern Trust
15
Northern Trust
Illinois
$347M -$2.89M -46,881 -0.8%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$347M -$89.6M -1,453,153 -21%
BG
17
BlackRock Group
United Kingdom
$284M +$20.3M +329,690 +8%
Boston Partners
18
Boston Partners
Massachusetts
$270M +$21M +340,724 +9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$268M +$11.8M +191,778 +5%
AAMU
20
Amundi Asset Management US
Massachusetts
$260M -$47.8M -774,310 -16%
Franklin Resources
21
Franklin Resources
California
$258M -$5.98M -96,927 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$245M +$34.4M +558,392 +17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$240M +$3.71M +60,102 +2%
AL
24
AJO LP
Pennsylvania
$233M -$6.09M -98,745 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$216M -$54.8M -888,689 -21%

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.