We are live on ! Find out more
AEP icon

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
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$3.48M +$112K +1,500 +3%
Loomis, Sayles & Company
277
Loomis, Sayles & Company
Massachusetts
$3.47M +$3.53M +47,184 New
KBC Group
278
KBC Group
Belgium
$3.47M -$962K -12,878 -21%
SWM
279
Segment Wealth Management
Texas
$3.43M +$108K +1,443 +3%
CIA
280
Covington Investment Advisors
Pennsylvania
$3.42M +$74.7K +1,000 +2%
XK
281
Xact Kapitalforvaltning
Sweden
$3.4M +$435K +5,824 +14%
FVCM
282
F&V Capital Management
Florida
$3.38M +$8.97K +120 +0.3%
OC
283
Oppenheimer & Co
New York
$3.37M -$1.49K -20 -0%
Tudor Investment Corp
284
Tudor Investment Corp
Connecticut
$3.35M -$2.94M -39,331 -46%
TH
285
Timber Hill
Connecticut
$3.33M +$3.38M +45,272 New
Truist Financial
286
Truist Financial
North Carolina
$3.31M +$77.3K +1,035 +2%
William Blair & Company
287
William Blair & Company
Illinois
$3.28M -$64.3K -861 -2%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.24M +$298K +3,994 +10%
FIM
289
Foresters Investment Management
New York
$3.23M -$164K -2,197 -5%
AMG
290
Advisors Management Group
Wisconsin
$3.2M -$4.71K -63 -0.1%
SI
291
Stephens Inc
Arkansas
$3.2M -$306K -4,102 -9%
PA
292
Profund Advisors
Maryland
$3.2M -$376K -5,034 -10%
RIA
293
Regal Investment Advisors
Michigan
$3.19M +$243K +3,247 +8%
SWM
294
SVA Wealth Management
Wisconsin
$3.16M +$66.1K +885 +2%
LIA
295
LS Investment Advisors
Michigan
$3.13M +$2.54K +34 +0.1%
NB
296
Norinchukin Bank
Japan
$3.08M +$203K +2,716 +7%
AP
297
AHL Partners
United Kingdom
$3.08M -$4.06M -54,307 -57%
WAM
298
World Asset Management
Michigan
$3.07M -$246K -3,297 -7%
FNBOMD
299
First National Bank of Mount Dora
Florida
$2.96M -$28K -375 -0.9%
HI
300
HBK Investments
Texas
$2.96M -$351K -4,700 -10%

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.