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American Electric Power

886 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 330 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.9M

2% more funds holding

Funds holding: 867886 (+19)

5% more capital invested

Capital invested by funds: $23.5B → $24.6B (+$1.11B)

0.85% more ownership

Funds ownership: 70.49%71.35% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 330

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
886
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
22.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
75
Increased
300
Reduced
330
Closed
45
Calls
$114M
Puts
$97.9M
Net Calls
+$16.4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
401
Bowling Portfolio Management
Ohio
$1.13M -$2.43K -35 -0.2%
MFWM
402
Motley Fool Wealth Management
Virginia
$1.12M +$764 +11 +0.1%
HB
403
Homrich & Berg
Georgia
$1.11M +$22.3K +321 +2%
BBHC
404
Brown Brothers Harriman & Co
New York
$1.1M +$242K +3,490 +28%
VRS
405
Virginia Retirement Systems
Virginia
$1.09M
DWA
406
Douglass Winthrop Advisors
New York
$1.08M +$160K +2,300 +17%
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$1.08M +$27.8K +400 +3%
BFIM
408
Beese Fulmer Investment Management
Ohio
$1.07M -$27.7K -399 -3%
AIS
409
American Investment Services
Massachusetts
$1.07M +$29.2K +421 +3%
SFG
410
Summit Financial Group
West Virginia
$1.06M +$1.07M +15,331 New
AFG
411
Albion Financial Group
Utah
$1.06M
ECM
412
Everence Capital Management
Indiana
$1.06M
BFA
413
Bragg Financial Advisors
North Carolina
$1.06M +$93.6K +1,348 +10%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M -$13.7K -197 -1%
BWM
415
BerganKDV Wealth Management
Minnesota
$1.04M +$17.2K +247 +2%
MSAM
416
Moloney Securities Asset Management
Missouri
$1.03M +$21.9K +315 +2%
NSEDCP
417
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M
ZIC
418
ZWJ Investment Counsel
Georgia
$1.02M +$3.06K +44 +0.3%
MNBTD
419
Moody National Bank Trust Division
Texas
$1.01M
ODCM
420
Old Dominion Capital Management
Virginia
$1M -$25.4K -365 -2%
RCG
421
Ruane, Cunniff & Goldfarb
New York
$1M
DADC
422
D.A. Davidson & Co
Montana
$997K -$115K -1,659 -10%
PA
423
Probity Advisors
Texas
$997K -$21.3K -306 -2%
CA
424
Cornerstone Advisors
North Carolina
$986K +$347K +5,000 +54%
CAM
425
Columbia Asset Management
Michigan
$973K

AEP Hedge Fund Activity: Q2 2017 in Review

886 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2017, worth a combined $24.6B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEP positions and 45 closed out — a net gain of 30 holders — while 300 added to existing stakes and 330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $485M. The largest seller was Millennium Management, cutting an estimated $290M.

  • 886 institutional investors held American Electric Power (AEP) as of Q2 2017, up from 867 in Q1 2017.
  • Funds reported $24.6B of American Electric Power stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 75 funds opened new American Electric Power positions in Q2 2017 and 45 closed out, a net change of +30 holders.
  • The largest American Electric Power buyer in Q2 2017 was Capital Research Global Investors, an estimated $485M added.
  • The largest American Electric Power seller in Q2 2017 was Millennium Management, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2017.