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American Electric Power

886 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 330 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.9M

2% more funds holding

Funds holding: 867886 (+19)

5% more capital invested

Capital invested by funds: $23.5B → $24.6B (+$1.11B)

0.85% more ownership

Funds ownership: 70.49%71.35% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 330

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
886
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
22.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
75
Increased
300
Reduced
330
Closed
45
Calls
$114M
Puts
$97.9M
Net Calls
+$16.4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
World Asset Management
Michigan
$3.16M -$456K -6,562 -13%
SWM
277
Segment Wealth Management
Texas
$3.08M +$159K +2,287 +5%
LIA
278
LS Investment Advisors
Michigan
$3.07M +$73.3K +1,055 +2%
AMG
279
Advisors Management Group
Wisconsin
$3.06M -$17.5K -252 -0.6%
Truist Financial
280
Truist Financial
North Carolina
$3.06M +$32.6K +469 +1%
William Blair & Company
281
William Blair & Company
Illinois
$3.05M -$75.9K -1,093 -2%
OC
282
Oppenheimer & Co
New York
$3.03M -$357K -5,146 -11%
CA
283
Commerzbank Aktiengesellschaft
Germany
$3M -$743K -10,697 -20%
CM
284
Churchill Management
California
$2.94M +$143K +2,062 +5%
FNBOMD
285
First National Bank of Mount Dora
Florida
$2.92M -$308K -4,431 -10%
SWM
286
SVA Wealth Management
Wisconsin
$2.91M +$83.4K +1,200 +3%
MML Investors Services
287
MML Investors Services
Massachusetts
$2.76M +$190K +2,732 +7%
N
288
Nuveen
North Carolina
$2.76M -$8.68M -124,880 -76%
ClearBridge Investments
289
ClearBridge Investments
New York
$2.73M -$31K -446 -1%
SIM
290
Sentry Investment Management
Wisconsin
$2.7M +$825K +11,877 +44%
XK
291
Xact Kapitalforvaltning
Sweden
$2.68M -$3.4K -49 -0.1%
DIA
292
Dana Investment Advisors
Wisconsin
$2.68M +$1.29M +18,575 New
NB
293
Norinchukin Bank
Japan
$2.66M +$60.4K +869 +2%
SLI
294
Sumitomo Life Insurance
Japan
$2.66M +$938K +13,506 +54%
WBC
295
Westpac Banking Corp
Australia
$2.57M -$5.56M -80,064 -68%
COPPSERS
296
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.54M +$3.89K +56 +0.2%
IA
297
IFP Advisors
Florida
$2.53M -$80.8K -1,163 -3%
SLG
298
Stanley-Laman Group
Pennsylvania
$2.52M +$2.52M +36,221 New
CCT
299
Capital City Trust
Florida
$2.46M -$144K -2,075 -6%
GAM
300
Griffin Asset Management
New York
$2.43M +$2.43M +35,000 New

AEP Hedge Fund Activity: Q2 2017 in Review

886 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2017, worth a combined $24.6B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEP positions and 45 closed out — a net gain of 30 holders — while 300 added to existing stakes and 330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $485M. The largest seller was Millennium Management, cutting an estimated $290M.

  • 886 institutional investors held American Electric Power (AEP) as of Q2 2017, up from 867 in Q1 2017.
  • Funds reported $24.6B of American Electric Power stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 75 funds opened new American Electric Power positions in Q2 2017 and 45 closed out, a net change of +30 holders.
  • The largest American Electric Power buyer in Q2 2017 was Capital Research Global Investors, an estimated $485M added.
  • The largest American Electric Power seller in Q2 2017 was Millennium Management, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2017.