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American Electric Power

994 hedge funds and large institutions have $26B invested in American Electric Power in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 322 increasing their positions, 333 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 51

11% more funds holding

Funds holding: 895994 (+99)

5% more capital invested

Capital invested by funds: $24.7B → $26B (+$1.3B)

1.04% more ownership

Funds ownership: 70.9%71.93% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 333

8% less call options, than puts

Call options by funds: $98.5M | Put options by funds: $107M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
994
Holders Change
+99
Holders Change %
+11.06%
% of All Funds
22.54%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
157
Increased
322
Reduced
333
Closed
51
Calls
$98.5M
Puts
$107M
Net Calls
-$8.02M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
226
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.35M -$77K -1,030 -1%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$5.29M +$20.2K +271 +0.4%
MHC
228
Meyer Handelman Company
New York
$5.23M -$59K -790 -1%
Calamos Advisors
229
Calamos Advisors
Illinois
$5.22M -$113K -1,506 -2%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$5.21M -$53.1K -711 -1%
Nordea Investment Management
231
Nordea Investment Management
Sweden
$5.15M -$88.2K -1,180 -2%
MSA
232
Mason Street Advisors
Wisconsin
$5.04M +$17.3K +232 +0.3%
PMG
233
ProVise Management Group
Florida
$4.93M -$8.22K -110 -0.2%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$4.86M -$27.6K -370 -0.6%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$4.79M +$3.35M +44,781 +220%
ANI
236
American National Insurance
Texas
$4.79M
CIMLRA
237
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.79M +$1.67M +22,356 +52%
CGM
238
Centenus Global Management
New York
$4.78M +$4.86M +65,000 New
Point72 Asset Management
239
Point72 Asset Management
Connecticut
$4.78M +$4.86M +65,000 New
MSV
240
MN Services Vermogensbeheer
Netherlands
$4.69M -$314K -4,200 -5%
MOACM
241
Mutual of America Capital Management
New York
$4.67M +$187K +2,506 +4%
APSI
242
Asset Planning Services Inc
Louisiana
$4.67M -$4.48K -60 -0.1%
NSIM
243
North Star Investment Management
Illinois
$4.6M +$25K +335 +0.5%
N
244
Natixis
France
$4.59M +$3.25M +43,480 +230%
AB
245
Amalgamated Bank
New York
$4.57M +$413K +5,524 +10%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$4.49M +$126K +1,683 +3%
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$4.48M -$298K -3,994 -6%
SG Americas Securities
248
SG Americas Securities
New York
$4.46M +$3.52M +47,114 +348%
NAM
249
Nissay Asset Management
Japan
$4.24M +$4.3M +57,599 New
RIM
250
Redpoint Investment Management
Australia
$4.23M +$4.3M +57,498 New

AEP Hedge Fund Activity: Q4 2017 in Review

994 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2017, worth a combined $26B — up 5.3% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new AEP positions and 51 closed out — a net gain of 106 holders — while 322 added to existing stakes and 333 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $451M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $185M.

  • 994 institutional investors held American Electric Power (AEP) as of Q4 2017, up from 895 in Q3 2017.
  • Funds reported $26B of American Electric Power stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 157 funds opened new American Electric Power positions in Q4 2017 and 51 closed out, a net change of +106 holders.
  • The largest American Electric Power buyer in Q4 2017 was Capital Research Global Investors, an estimated $451M added.
  • The largest American Electric Power seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $185M sold.

Based on aggregated 13F filings for Q4 2017.