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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
351
Davenport & Co
Virginia
$1.69M -$152K -2,259 -8%
LWAC
352
Laurel Wealth Advisors (California)
California
$1.68M +$16.8K +250 +1%
MCM
353
Murphy Capital Management
New Jersey
$1.63M +$17.5K +260 +1%
TF
354
TIAA FSB
Florida
$1.61M +$142K +2,112 +10%
VWM
355
Valley Wealth Managers
New Jersey
$1.61M -$107K -1,590 -6%
GWM
356
Geneos Wealth Management
Colorado
$1.59M -$67.5K -1,002 -4%
Pacer Advisors
357
Pacer Advisors
Pennsylvania
$1.57M +$259K +3,844 +20%
MYAM
358
Meiji Yasuda Asset Management
Japan
$1.56M +$330K +4,900 +28%
FMBTD
359
First Midwest Bank Trust Division
Illinois
$1.56M -$28.1K -417 -2%
II
360
IFM Investors
Australia
$1.52M +$429K +6,372 +41%
MWNA
361
Marshall Wace North America
New York
$1.5M +$1.46M +21,633 New
PIA
362
Piedmont Investment Advisors
North Carolina
$1.48M -$3.55M -52,710 -71%
KRS
363
Kentucky Retirement Systems
Kentucky
$1.45M -$321K -4,766 -19%
CONA
364
Capital One National Association
New York
$1.43M -$864K -12,831 -38%
Jacobs Levy Equity Management
365
Jacobs Levy Equity Management
New Jersey
$1.4M -$207K -3,080 -13%
LMGAM
366
Liberty Mutual Group Asset Management
Massachusetts
$1.4M +$5.66K +84 +0.4%
DADC
367
D.A. Davidson & Co
Montana
$1.4M +$295K +4,379 +28%
CAN
368
Cetera Advisor Networks
California
$1.39M +$74.1K +1,100 +6%
LFGH
369
Lee Financial Group Hawaii
Hawaii
$1.37M -$12.1K -180 -0.9%
SWP
370
Stratos Wealth Partners
Ohio
$1.37M -$135K -2,008 -9%
CFB
371
Cullen/Frost Bankers
Texas
$1.36M -$17.7K -263 -1%
VF
372
Virtu Financial
New York
$1.36M +$1.32M +19,578 New
AAM
373
Advisors Asset Management
Colorado
$1.35M -$838K -12,442 -39%
HB
374
Homrich & Berg
Georgia
$1.35M +$146K +2,169 +13%
TCM
375
Telos Capital Management
California
$1.35M +$189K +2,811 +17%

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.