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American Electric Power

867 hedge funds and large institutions have $23.5B invested in American Electric Power in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 316 increasing their positions, 316 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.87B)

1.28% more ownership

Funds ownership: 69.21%70.49% (+1.3%)

2% more call options, than puts

Call options by funds: $108M | Put options by funds: $106M

0% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 316

0% less funds holding

Funds holding: 871867 (-4)

Holders
867
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
21.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
316
Reduced
316
Closed
62
Calls
$108M
Puts
$106M
Net Calls
+$2.58M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
Neuburgh Advisers
California
$5.06M -$388K -5,984 -7%
Nomura Asset Management
227
Nomura Asset Management
Japan
$4.99M -$159K -2,452 -3%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$4.97M -$209K -3,230 -4%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$4.96M -$175K -2,706 -4%
MHC
230
Meyer Handelman Company
New York
$4.83M
EA
231
Ecofin Advisors
United Kingdom
$4.74M +$958K +14,789 +26%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$4.73M +$287K +4,437 +7%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$4.72M +$243K +3,745 +6%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$4.64M +$130K +2,000 +3%
PMG
235
ProVise Management Group
Florida
$4.58M +$160K +2,470 +4%
Calamos Advisors
236
Calamos Advisors
Illinois
$4.57M -$10.2K -157 -0.2%
MSA
237
Mason Street Advisors
Wisconsin
$4.56M +$44.5K +687 +1%
HNB
238
Huntington National Bank
Ohio
$4.4M +$53.7K +829 +1%
Creative Planning
239
Creative Planning
Kansas
$4.38M +$215K +3,319 +5%
ANI
240
American National Insurance
Texas
$4.37M
VV
241
Verity & Verity
South Carolina
$4.21M +$139K +2,152 +4%
Janus Henderson Group
242
Janus Henderson Group
United Kingdom
$4.16M +$45.3K +700 +1%
B
243
BP
United Kingdom
$4.13M
FA
244
FDx Advisors
Illinois
$4.08M -$1.25M -19,274 -24%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$4.06M +$291K +4,495 +8%
APSI
246
Asset Planning Services Inc
Louisiana
$4M +$19.4K +300 +0.5%
MOACM
247
Mutual of America Capital Management
New York
$3.99M +$35.8K +553 +0.9%
NSIM
248
North Star Investment Management
Illinois
$3.99M +$123K +1,905 +3%
CCP
249
Corient Capital Partners
California
$3.94M +$1.43M +22,094 +60%
SCM
250
Shelton Capital Management
Colorado
$3.9M +$1.21M +18,709 +47%

AEP Hedge Fund Activity: Q1 2017 in Review

867 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2017, worth a combined $23.5B — up 8.6% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AEP positions and 62 closed out — a net gain of 8 holders — while 316 added to existing stakes and 316 trimmed.

The largest buyer was BlackRock, adding an estimated $2.1B. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 867 institutional investors held American Electric Power (AEP) as of Q1 2017, down from 871 in Q4 2016.
  • Funds reported $23.5B of American Electric Power stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 70 funds opened new American Electric Power positions in Q1 2017 and 62 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2017 was BlackRock, an estimated $2.1B added.
  • The largest American Electric Power seller in Q1 2017 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.