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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
QT
376
Quantbot Technologies
New York
$1.6M +$1.54M +20,581 +1,715%
PAG
377
Private Advisor Group
New Jersey
$1.58M -$487K -6,517 -22%
WWM
378
Willingdon Wealth Management
North Carolina
$1.57M +$236K +3,159 +17%
FQ
379
First Quadrant
California
$1.54M
PA
380
Pinnacle Associates
New York
$1.54M -$119K -1,599 -7%
SWP
381
Stratos Wealth Partners
Ohio
$1.5M -$136K -1,824 -8%
CTC
382
Central Trust Company
Missouri
$1.48M
LMGAM
383
Liberty Mutual Group Asset Management
Massachusetts
$1.48M -$23.1K -309 -2%
CCM
384
Cadence Capital Management
Massachusetts
$1.46M -$230K -3,076 -13%
EWM
385
Evercore Wealth Management
New York
$1.46M -$149K -2,000 -9%
CAN
386
Cetera Advisor Networks
California
$1.42M +$82K +1,098 +6%
LFGH
387
Lee Financial Group Hawaii
Hawaii
$1.41M +$1.44M +19,216 New
APFBOT
388
Amica Pension Fund Board of Trustees
Rhode Island
$1.41M
CG
389
Clinton Group
New York
$1.4M +$1.42M +19,017 New
BUB
390
BBVA USA Bancshares
Texas
$1.39M -$85.9K -1,150 -6%
IB
391
Intrust Bank
Kansas
$1.39M +$222K +2,976 +19%
IT
392
Independence Trust
Tennessee
$1.39M
ECM
393
ETrade Capital Management
Virginia
$1.39M +$70.8K +948 +5%
DHFB
394
Dixon Hubard Feinour & Brown
Virginia
$1.38M
KCM
395
Kornitzer Capital Management
Kansas
$1.36M
CFB
396
Cullen/Frost Bankers
Texas
$1.34M +$124K +1,665 +10%
CI
397
Cigna Investments
Connecticut
$1.33M -$43.6K -584 -3%
Jacobs Levy Equity Management
398
Jacobs Levy Equity Management
New Jersey
$1.33M -$4.72M -63,179 -78%
PNC
399
Park National Corp
Ohio
$1.32M +$71.6K +958 +6%
BOH
400
Bank of Hawaii
Hawaii
$1.32M -$45.3K -606 -3%

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.