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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
IP
426
Investment Partners
Ohio
$924K -$422K -6,516 -32%
CFN
427
Cordasco Financial Network
Florida
$923K -$5.31K -82 -0.6%
MBT
428
Monroe Bank & Trust
Michigan
$919K -$518 -8 -0.1%
ONB
429
Old National Bancorp
Indiana
$918K -$80.9K -1,249 -8%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$906K +$181K +2,800 +26%
CAG
431
Crestwood Advisors Group
Massachusetts
$905K -$7.32K -113 -0.8%
JIC
432
Johnson Investment Counsel
Ohio
$894K -$148K -2,279 -15%
SC
433
Searle & Co
Connecticut
$894K -$10.8K -166 -1%
DWA
434
Douglass Winthrop Advisors
New York
$894K +$104K +1,600 +14%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$893K -$170K -2,624 -16%
FWIA
436
Fort Washington Investment Advisors
Ohio
$879K -$279K -4,300 -25%
APP
437
Avantax Planning Partners
Iowa
$876K -$57.1K -881 -6%
AL
438
Aspiriant LLC
California
$873K -$51.2K -790 -6%
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$868K -$31.4K -485 -4%
VIA
440
Virtus Investment Advisers
Connecticut
$856K -$110K -1,701 -12%
ANRIA
441
American National Registered Investment Advisor
Texas
$854K
GJIC
442
Gamble Jones Investment Counsel
California
$853K -$38.2K -590 -4%
CI
443
Conning Inc
Connecticut
$848K -$15.5K -240 -2%
WPC
444
Waters Parkerson & Co
Louisiana
$845K +$25.9K +400 +3%
TCM
445
Telos Capital Management
California
$843K +$260K +4,016 +47%
Wealth Enhancement Advisory Services
446
Wealth Enhancement Advisory Services
Minnesota
$829K +$803K +12,398 New
MYAM
447
Meiji Yasuda Asset Management
Japan
$828K -$231K -3,560 -22%
BBHC
448
Brown Brothers Harriman & Co
New York
$826K -$25.9K -400 -3%
MSV
449
MN Services Vermogensbeheer
Netherlands
$823K +$33.6K +519 +4%
SPC
450
Sigma Planning Corp
Michigan
$819K -$31.2K -482 -4%

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.