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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
IA
276
Icon Advisers
Colorado
$3.01M +$609K +9,400 +27%
AMG
277
Advisors Management Group
Wisconsin
$2.98M +$85K +1,313 +3%
FIM
278
Foresters Investment Management
New York
$2.94M
Truist Financial
279
Truist Financial
North Carolina
$2.92M -$409K -6,316 -13%
LIA
280
LS Investment Advisors
Michigan
$2.89M -$86.9K -1,342 -3%
TCM
281
Texan Capital Management
Texas
$2.85M
SWM
282
Segment Wealth Management
Texas
$2.83M -$53K -819 -2%
SWM
283
SVA Wealth Management
Wisconsin
$2.73M +$199K +3,077 +8%
Balyasny Asset Management
284
Balyasny Asset Management
Illinois
$2.73M +$2.63M +40,656 New
CM
285
Churchill Management
California
$2.71M +$110K +1,699 +4%
AWCI
286
Alpine Woods Capital Investors
New York
$2.71M
BBP
287
Banco BTG Pactual
Brazil
$2.69M +$2.59M +40,000 New
RFC
288
Regions Financial Corp
Alabama
$2.68M -$376K -5,813 -13%
ClearBridge Investments
289
ClearBridge Investments
New York
$2.66M -$5.96K -92 -0.2%
PA
290
Profund Advisors
Maryland
$2.63M -$457K -7,061 -15%
XK
291
Xact Kapitalforvaltning
Sweden
$2.6M +$327K +5,044 +15%
AC
292
Allstate Corporation
Illinois
$2.52M +$2.43M +37,592 New
IA
293
IFP Advisors
Florida
$2.52M -$12.5K -193 -0.5%
NB
294
Norinchukin Bank
Japan
$2.51M +$125K +1,924 +5%
CCT
295
Capital City Trust
Florida
$2.51M -$55.9K -863 -2%
Marshall Wace
296
Marshall Wace
United Kingdom
$2.49M -$1.81M -28,000 -43%
MML Investors Services
297
MML Investors Services
Massachusetts
$2.48M +$2.4M +36,998 New
LAM
298
Lebenthal Asset Management
New York
$2.47M
FMBTD
299
First Midwest Bank Trust Division
Illinois
$2.46M -$363K -5,608 -13%
Schroder Investment Management Group
300
Schroder Investment Management Group
United Kingdom
$2.45M -$1.11M -17,215 -32%

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.