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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
RFC
301
Regions Financial Corp
Alabama
$2.92M -$850K -11,381 -22%
RWM
302
Rench Wealth Management
Texas
$2.92M -$9.49K -127 -0.3%
TA
303
Tiedemann Advisors
New York
$2.88M +$1.02M +13,687 +54%
SIM
304
Sentry Investment Management
Wisconsin
$2.86M
Lord, Abbett & Co
305
Lord, Abbett & Co
New Jersey
$2.8M +$2.84M +38,000 New
ClearBridge Investments
306
ClearBridge Investments
New York
$2.79M -$54.2K -725 -2%
GAM
307
Griffin Asset Management
New York
$2.7M
PFPT
308
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.69M +$113K +1,514 +4%
MML Investors Services
309
MML Investors Services
Massachusetts
$2.68M -$258K -3,456 -9%
SLI
310
Sumitomo Life Insurance
Japan
$2.66M -$87.9K -1,177 -3%
Natixis Advisors
311
Natixis Advisors
Massachusetts
$2.65M +$255K +3,415 +10%
AAM
312
Advisors Asset Management
Colorado
$2.59M -$331K -4,431 -11%
SDIC
313
South Dakota Investment Council
South Dakota
$2.55M +$344K +4,600 +15%
CONA
314
Capital One National Association
New York
$2.53M +$28.1K +376 +1%
SLG
315
Stanley-Laman Group
Pennsylvania
$2.53M -$13.1K -175 -0.5%
SB
316
Simmons Bank
Arkansas
$2.51M +$16.5K +221 +0.7%
MWA
317
Marshall Wace Asia
Hong Kong
$2.5M +$2.54M +33,948 New
1SB
318
1ST Source Bank
Indiana
$2.48M +$54.7K +732 +2%
NEI
319
Northwest & Ethical Investments
Ontario, Canada
$2.46M +$215K +2,873 +9%
TNB
320
Thomasville National Bank
Georgia
$2.46M -$53.4K -715 -2%
JIR
321
James Investment Research
Ohio
$2.45M -$3.8M -50,921 -60%
CB
322
Commerce Bank
Missouri
$2.45M +$28.2K +378 +1%
PP
323
Prudential plc
United Kingdom
$2.44M +$40.7K +545 +2%
OSNBOA
324
Old Second National Bank of Aurora
Illinois
$2.43M +$17.3K +232 +0.7%
W
325
Wealthfront
California
$2.4M +$1.51M +20,274 +165%

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.