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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
RIA
351
Regal Investment Advisors
Michigan
$1.68M -$280K -4,321 -15%
PAI
352
Pittenger & Anderson Inc
Nebraska
$1.67M +$19.1K +295 +1%
WTC
353
WhitTier Trust Company
Nevada
$1.67M +$39.2K +605 +2%
SLI
354
Sumitomo Life Insurance
Japan
$1.67M -$99.7K -1,539 -6%
NA
355
NewEdge Advisors
Louisiana
$1.63M +$78.5K +1,212 +5%
VWM
356
Valley Wealth Managers
New Jersey
$1.62M +$55.1K +850 +4%
CCM
357
Cadence Capital Management
Massachusetts
$1.62M -$1.18M -18,246 -43%
EWM
358
Evercore Wealth Management
New York
$1.6M -$147K -2,272 -9%
CSS
359
Cubist Systematic Strategies
Connecticut
$1.6M +$406K +6,275 +36%
LWAC
360
Laurel Wealth Advisors (California)
California
$1.59M -$13.3K -205 -0.9%
Nomura Holdings
361
Nomura Holdings
Japan
$1.59M -$1.89M -29,107 -55%
ICOA
362
Investment Centers of America
North Dakota
$1.58M +$60.7K +937 +4%
MCM
363
Murphy Capital Management
New Jersey
$1.56M -$22.7K -350 -1%
PA
364
Pinnacle Associates
New York
$1.56M -$4.86K -75 -0.3%
RJT
365
Raymond James Trust
Florida
$1.54M -$222K -3,431 -13%
LPC
366
Loeb Partners Corp
New York
$1.48M +$557K +8,600 +64%
PNC
367
Park National Corp
Ohio
$1.47M -$114K -1,767 -7%
CIMLRA
368
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.44M +$168K +2,600 +14%
CTC
369
Central Trust Company
Missouri
$1.43M -$12.9K -199 -0.9%
FQ
370
First Quadrant
California
$1.41M
AIL
371
AGF Investments LLC
Ontario, Canada
$1.4M +$38.7K +597 +3%
CAN
372
Cetera Advisor Networks
California
$1.38M +$106K +1,634 +9%
BUB
373
BBVA USA Bancshares
Texas
$1.37M +$52.1K +804 +4%
Wolverine Trading
374
Wolverine Trading
Illinois
$1.36M +$1.31M +20,258 New
CI
375
Cigna Investments
Connecticut
$1.34M +$117K +1,814 +10%

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.