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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
JMPWA
351
JP Morgan Private Wealth Advisors
California
$1.95M -$26.7K -358 -1%
Public Sector Pension Investment Board (PSP Investments)
352
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M -$2.08M -27,800 -51%
DnB Asset Management
353
DnB Asset Management
Norway
$1.92M -$291K -3,900 -13%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$1.92M +$209K +2,793 +12%
Schroder Investment Management Group
355
Schroder Investment Management Group
United Kingdom
$1.91M +$302K +4,036 +18%
AMI
356
Amica Mutual Insurance
Rhode Island
$1.9M
LWAC
357
Laurel Wealth Advisors (California)
California
$1.89M +$159K +2,122 +9%
PG
358
PEAK6 Group
Illinois
$1.87M +$1.9M +25,374 New
CA
359
Cullinan Associates
Kentucky
$1.81M -$291K -3,900 -14%
AWCI
360
Alpine Woods Capital Investors
New York
$1.81M
NA
361
NewEdge Advisors
Louisiana
$1.81M -$123K -1,641 -6%
RCM
362
Riverhead Capital Management
Delaware
$1.8M +$1.12M +15,014 +159%
TA
363
Townsend & Associates
Colorado
$1.78M +$1.81M +24,237 New
CA
364
Cornerstone Advisors
North Carolina
$1.78M +$224K +3,000 +14%
TU
365
TDAM USA
Ontario, Canada
$1.76M -$246K -3,289 -12%
TF
366
TIAA FSB
Florida
$1.76M +$97K +1,298 +6%
MME
367
Meag Munich Ergo
Germany
$1.75M -$1.11M -14,877 -39%
MCM
368
Murphy Capital Management
New Jersey
$1.71M -$15K -201 -0.9%
VWM
369
Valley Wealth Managers
New Jersey
$1.71M -$4.11K -55 -0.2%
TI
370
TTP Investments
California
$1.66M +$1.69M +22,620 New
GL
371
GLG LLC
New York
$1.65M
PP
372
Paloma Partners
Connecticut
$1.64M -$1.94M -25,971 -54%
BWL
373
Bogart Wealth LLC
Virginia
$1.63M -$270K -3,609 -14%
LPC
374
Loeb Partners Corp
New York
$1.62M
VV
375
Verity & Verity
South Carolina
$1.61M +$71.4K +955 +5%

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.