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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
OI
401
Oakbrook Investments
Illinois
$1.31M -$142K -1,900 -10%
FB
402
Fulton Bank
Pennsylvania
$1.27M -$72.3K -968 -5%
SWP
403
Strategic Wealth Partners
Ohio
$1.25M +$1.24M +16,551 New
MIH
404
Meitav Investment House
Israel
$1.25M +$1.27M +16,978 New
RWA
405
River Wealth Advisors
Pennsylvania
$1.25M -$42.7K -572 -3%
OAM
406
Oxford Asset Management
United Kingdom
$1.24M +$1.25M +16,789 New
MAM
407
Meeder Asset Management
Ohio
$1.23M +$848K +11,350 +213%
JIC
408
Johnson Investment Counsel
Ohio
$1.22M +$258K +3,451 +26%
MYAM
409
Meiji Yasuda Asset Management
Japan
$1.22M +$321K +4,300 +35%
V
410
Veritable
Delaware
$1.21M -$195K -2,615 -14%
DADC
411
D.A. Davidson & Co
Montana
$1.2M -$15.9K -213 -1%
HB
412
Homrich & Berg
Georgia
$1.2M +$8.89K +119 +0.7%
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$1.19M -$201K -2,695 -14%
CCM
414
Catawba Capital Management
Virginia
$1.18M -$47.2K -632 -4%
FAAS
415
First Allied Advisory Services
California
$1.17M +$102K +1,363 +9%
Pacer Advisors
416
Pacer Advisors
Pennsylvania
$1.16M +$306K +4,094 +35%
HCM
417
Huber Capital Management
California
$1.16M +$7.47K +100 +0.6%
NIT
418
NumerixS Investment Technologies
British Columbia, Canada
$1.16M +$530K +7,092 +82%
BWM
419
BerganKDV Wealth Management
Minnesota
$1.15M +$26.4K +353 +2%
BPM
420
Bowling Portfolio Management
Ohio
$1.15M -$25.8K -345 -2%
BBHC
421
Brown Brothers Harriman & Co
New York
$1.14M +$1.57K +21 +0.1%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$18.4K -246 -2%
AIS
423
American Investment Services
Massachusetts
$1.14M
RM
424
Resource Management
Louisiana
$1.13M +$1.29M +17,296 New
CBN
425
Cadence Bank NA
Texas
$1.13M -$136K -1,825 -11%

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.