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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
MFWM
401
Motley Fool Wealth Management
Virginia
$1.08M +$242K +3,735 +30%
DADC
402
D.A. Davidson & Co
Montana
$1.07M -$143K -2,214 -12%
BVDMP
403
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.07M
BFIM
404
Beese Fulmer Investment Management
Ohio
$1.06M -$65 -1 -0%
CFB
405
Cullen/Frost Bankers
Texas
$1.06M +$159K +2,450 +18%
CA
406
Cullinan Associates
Kentucky
$1.06M +$551K +8,500 +116%
HB
407
Homrich & Berg
Georgia
$1.05M +$51.6K +796 +5%
VRS
408
Virginia Retirement Systems
Virginia
$1.05M +$58.3K +900 +6%
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M +$993K +15,339 New
AFG
410
Albion Financial Group
Utah
$1.03M -$102K -1,580 -9%
ECM
411
Everence Capital Management
Indiana
$1.02M
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$1.02M +$19.4K +300 +2%
AIS
413
American Investment Services
Massachusetts
$1.01M -$20.6K -318 -2%
ODCM
414
Old Dominion Capital Management
Virginia
$995K +$60K +926 +7%
NSEDCP
415
NJ State Employees Deferred Compensation Plan
New Jersey
$991K
BWM
416
BerganKDV Wealth Management
Minnesota
$988K +$41K +633 +4%
PA
417
Probity Advisors
Texas
$984K -$16.1K -248 -2%
MNBTD
418
Moody National Bank Trust Division
Texas
$979K
ZIC
419
ZWJ Investment Counsel
Georgia
$978K +$944K +14,575 New
MSAM
420
Moloney Securities Asset Management
Missouri
$974K +$32.5K +502 +4%
RCG
421
Ruane, Cunniff & Goldfarb
New York
$966K -$70.9K -1,095 -7%
CAM
422
Columbia Asset Management
Michigan
$940K
HAG
423
HighPoint Advisor Group
Illinois
$939K +$305K +4,705 +55%
BFA
424
Bragg Financial Advisors
North Carolina
$932K -$24.3K -375 -3%
CIA
425
Capital Investment Advisors
Georgia
$925K -$13K -200 -1%

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.