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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
JWM
376
JGP Wealth Management
Oregon
$1.33M +$1.29M +19,181 New
APFBOT
377
Amica Pension Fund Board of Trustees
Rhode Island
$1.32M
PI
378
PineBridge Investments
New York
$1.32M +$10.5K +156 +0.8%
CTC
379
Central Trust Company
Missouri
$1.31M -$103K -1,534 -8%
HT
380
HAP Trading
New York
$1.29M +$1.26M +18,650 New
Los Angeles Capital Management
381
Los Angeles Capital Management
California
$1.29M -$4.73M -70,312 -79%
OI
382
Oakbrook Investments
Illinois
$1.29M -$9.09K -135 -0.7%
PNC
383
Park National Corp
Ohio
$1.28M +$116K +1,716 +10%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$44.2K +656 +4%
PCA
385
Providence Capital Advisors
North Carolina
$1.24M +$31.3K +465 +3%
CCM
386
Cadence Capital Management
Massachusetts
$1.2M -$262K -3,891 -18%
Daiwa Securities Group
387
Daiwa Securities Group
Japan
$1.18M +$70.9K +1,053 +7%
BWM
388
BerganKDV Wealth Management
Minnesota
$1.18M +$63.6K +944 +6%
IMOV
389
Investment Management of Virginia
Virginia
$1.17M -$95.4K -1,416 -8%
RM
390
Resource Management
Louisiana
$1.16M +$87.7K +1,302 +8%
PWPCM
391
Perella Weinberg Partners Capital Management
New York
$1.16M -$10.2K -151 -0.9%
TRCT
392
Tower Research Capital (TRC)
New York
$1.16M +$1.07M +15,918 +2,094%
ECM
393
ETrade Capital Management
Virginia
$1.15M -$75.5K -1,121 -6%
Mackenzie Financial
394
Mackenzie Financial
Ontario, Canada
$1.15M +$112K +1,662 +11%
EWM
395
Evercore Wealth Management
New York
$1.15M -$101K -1,502 -8%
DHFB
396
Dixon Hubard Feinour & Brown
Virginia
$1.14M -$70.8K -1,052 -6%
PA
397
Pinnacle Associates
New York
$1.14M +$7.81K +116 +0.7%
BOH
398
Bank of Hawaii
Hawaii
$1.13M -$24.8K -368 -2%
V
399
Veritable
Delaware
$1.13M -$18.3K -271 -2%
RWA
400
River Wealth Advisors
Pennsylvania
$1.12M -$44.5K -661 -4%

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.