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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
ERSOT
326
Employees Retirement System of Texas
Texas
$2.02M -$69.5K -1,000 -3%
DC
327
Davenport & Co
Virginia
$1.98M -$61.3K -882 -3%
ZCM
328
Zebra Capital Management
Connecticut
$1.98M -$83.5K -1,202 -4%
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$1.96M +$88.2K +1,270 +5%
BAC
330
Boys Arnold & Co
North Carolina
$1.93M -$4.65K -67 -0.2%
WPP
331
Whalerock Point Partners
Rhode Island
$1.9M
Natixis Advisors
332
Natixis Advisors
Massachusetts
$1.9M -$508K -7,310 -21%
GWM
333
Geneos Wealth Management
Colorado
$1.89M -$22.2K -320 -1%
TU
334
TDAM USA
Ontario, Canada
$1.89M +$1.89M +27,152 New
RC
335
RegentAtlantic Capital
New Jersey
$1.88M -$82K -1,180 -4%
Tudor Investment Corp
336
Tudor Investment Corp
Connecticut
$1.88M +$1.43M +20,536 +317%
JMPWA
337
JP Morgan Private Wealth Advisors
California
$1.88M +$30.1K +433 +2%
PAG
338
Private Advisor Group
New Jersey
$1.87M -$146K -2,107 -7%
AIM
339
Assured Investment Management
New York
$1.83M +$1.79M +25,781 +4,484%
BWL
340
Bogart Wealth LLC
Virginia
$1.81M +$498K +7,169 +38%
TCOT
341
Trust Company of Toledo
Ohio
$1.8M +$31.8K +458 +2%
TA
342
Tiedemann Advisors
New York
$1.8M -$267K -3,848 -13%
AMI
343
Amica Mutual Insurance
Rhode Island
$1.8M
BAM
344
Berkshire Asset Management
Pennsylvania
$1.79M +$41.4K +596 +2%
WTC
345
WhitTier Trust Company
Nevada
$1.77M +$48.1K +693 +3%
BF
346
BOK Financial
Oklahoma
$1.75M -$68.8K -990 -4%
RJT
347
Raymond James Trust
Florida
$1.74M +$147K +2,113 +9%
PAI
348
Pittenger & Anderson Inc
Nebraska
$1.73M
SBWM
349
Sunflower Bank Wealth Management
Arizona
$1.73M -$9.38K -135 -0.5%
NA
350
NewEdge Advisors
Louisiana
$1.72M +$64.3K +925 +4%

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.