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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
ED
401
Exane Derivatives
France
$1.11M -$402K -5,965 -27%
IB
402
Intrust Bank
Kansas
$1.1M -$23K -341 -2%
DWA
403
Douglass Winthrop Advisors
New York
$1.1M +$52.7K +782 +5%
KCM
404
Kornitzer Capital Management
Kansas
$1.1M -$20.2K -300 -2%
CI
405
Cigna Investments
Connecticut
$1.09M -$148K -2,200 -12%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$1.07M -$35.8K -531 -3%
BBHC
407
Brown Brothers Harriman & Co
New York
$1.07M
AFG
408
Albion Financial Group
Utah
$1.06M
SFG
409
Summit Financial Group
West Virginia
$1.06M
ECM
410
Everence Capital Management
Indiana
$1.06M
BFA
411
Bragg Financial Advisors
North Carolina
$1.06M
IA
412
Icon Advisers
Colorado
$1.05M
AIS
413
American Investment Services
Massachusetts
$1.04M
FB
414
Fulton Bank
Pennsylvania
$1.03M -$95.4K -1,416 -9%
MSAM
415
Moloney Securities Asset Management
Missouri
$1.03M +$17.2K +256 +2%
BPM
416
Bowling Portfolio Management
Ohio
$1.03M -$772K -11,467 -44%
NSEDCP
417
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M
CCM
418
Catawba Capital Management
Virginia
$1.02M -$25.8K -383 -3%
CAG
419
Crestwood Advisors Group
Massachusetts
$1.02M -$135K -2,008 -12%
ACM
420
Azimuth Capital Management
Michigan
$1.01M -$5.72K -85 -0.6%
BFIM
421
Beese Fulmer Investment Management
Ohio
$1.01M
CAM
422
Columbia Asset Management
Michigan
$1.01M
HI
423
Horizon Investments
North Carolina
$1.01M +$988K +14,666 New
BCP
424
Blue Chip Partners
Michigan
$1M -$167K -2,478 -15%
RCG
425
Ruane, Cunniff & Goldfarb
New York
$997K

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.