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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
CAG
426
Crestwood Advisors Group
Massachusetts
$1.13M +$150K +2,004 +15%
AFG
427
Albion Financial Group
Utah
$1.13M
SFG
428
Summit Financial Group
West Virginia
$1.13M +$27.3K +365 +2%
1WA
429
180 Wealth Advisors
Washington
$1.13M +$1.14M +15,287 New
ECM
430
Everence Capital Management
Indiana
$1.12M
PI
431
PineBridge Investments
New York
$1.12M -$1.71M -22,891 -60%
BFIM
432
Beese Fulmer Investment Management
Ohio
$1.11M -$56K -750 -5%
DTL
433
Dynamic Technology Lab
Singapore
$1.11M +$1.13M +15,117 New
FIM
434
Freedom Investment Management
Connecticut
$1.11M +$462K +6,182 +69%
BFA
435
Bragg Financial Advisors
North Carolina
$1.11M -$10.1K -135 -0.9%
CPO
436
Cerity Partners OCIO
New York
$1.1M +$135K +1,811 +14%
Daiwa Securities Group
437
Daiwa Securities Group
Japan
$1.1M -$121K -1,624 -10%
MFWM
438
Motley Fool Wealth Management
Virginia
$1.1M -$11.1K -148 -1%
GT
439
Greenleaf Trust
Michigan
$1.09M -$37.7K -505 -3%
ACM
440
Azimuth Capital Management
Michigan
$1.09M -$153K -2,050 -12%
NSEDCP
441
NJ State Employees Deferred Compensation Plan
New Jersey
$1.09M
MSAM
442
Moloney Securities Asset Management
Missouri
$1.08M +$23.6K +316 +2%
CA
443
Cetera Advisors
Colorado
$1.08M +$79.9K +1,070 +8%
SBWM
444
Sunflower Bank Wealth Management
Arizona
$1.08M -$28K -375 -2%
CAM
445
Columbia Asset Management
Michigan
$1.07M +$44.8K +600 +4%
NFG
446
Next Financial Group
Texas
$1.06M -$189K -2,526 -15%
RCG
447
Ruane, Cunniff & Goldfarb
New York
$1.06M
DIM
448
DC Investments Management
Virginia
$1.06M +$1.07M +14,367 New
WSTAM
449
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M +$852K +11,400 +394%
Mackenzie Financial
450
Mackenzie Financial
Ontario, Canada
$1.05M +$1.06M +14,236 New

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.