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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
NFG
376
Next Financial Group
Texas
$1.33M -$507K -7,835 -28%
TCT
377
TIAA CREF Trust
Missouri
$1.32M -$111K -1,713 -8%
FP
378
FDO Partners
Massachusetts
$1.31M +$608K +9,390 +93%
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$1.28M
DHFB
380
Dixon Hubard Feinour & Brown
Virginia
$1.28M -$37.6K -580 -3%
BWL
381
Bogart Wealth LLC
Virginia
$1.27M +$84.1K +1,299 +7%
FB
382
Fulton Bank
Pennsylvania
$1.26M -$55.6K -858 -4%
V
383
Veritable
Delaware
$1.26M -$11K -170 -0.9%
CCM
384
Catawba Capital Management
Virginia
$1.22M -$96.4K -1,489 -8%
KCM
385
Kornitzer Capital Management
Kansas
$1.22M +$534K +8,250 +83%
PAM
386
Princeton Alpha Management
New Jersey
$1.21M +$1.17M +18,028 New
WWM
387
Willingdon Wealth Management
North Carolina
$1.2M +$152K +2,346 +15%
HCM
388
Huber Capital Management
California
$1.2M -$19.4K -300 -2%
RWA
389
River Wealth Advisors
Pennsylvania
$1.19M +$55.6K +859 +5%
AIM
390
Achmea Investment Management
Netherlands
$1.19M +$1.15M +17,732 New
EI
391
Elkhorn Investments
Illinois
$1.19M +$1.15M +17,694 New
Brown Advisory
392
Brown Advisory
Maryland
$1.18M -$235K -3,631 -17%
AFS
393
Amtrust Financial Services
New York
$1.16M
CBN
394
Cadence Bank NA
Texas
$1.16M -$11.1K -172 -1%
IT
395
Independence Trust
Tennessee
$1.15M
LS
396
Livforsakringsbolaget Skandia
Sweden
$1.14M -$1.57M -24,200 -59%
ECM
397
ETrade Capital Management
Virginia
$1.14M -$74.5K -1,151 -6%
ACM
398
Azimuth Capital Management
Michigan
$1.13M +$1.1K +17 +0.1%
FAAS
399
First Allied Advisory Services
California
$1.13M -$10.2K -158 -0.9%
BPM
400
Bowling Portfolio Management
Ohio
$1.09M -$8.1K -125 -0.8%

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.