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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
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$988K -$2.36K -35 -0.2%
VIA
427
Vident Investment Advisory
Georgia
$975K +$126K +1,877 +15%
Jane Street
428
Jane Street
New York
$975K +$948K +14,077 New
GT
429
Greenleaf Trust
Michigan
$971K +$8.01K +119 +0.9%
SACTSONJ
430
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$970K
PA
431
Probity Advisors
Texas
$964K -$4.78K -71 -0.5%
SG Americas Securities
432
SG Americas Securities
New York
$957K -$4.34M -64,505 -82%
PCM
433
Prelude Capital Management
New York
$957K -$130K -1,924 -12%
Verition Fund Management
434
Verition Fund Management
Connecticut
$935K -$14M -208,187 -94%
FAAS
435
First Allied Advisory Services
California
$930K -$75.3K -1,118 -8%
CFN
436
Cordasco Financial Network
Florida
$918K -$27.9K -415 -3%
SWM
437
SeaCrest Wealth Management
New York
$905K -$9.97K -148 -1%
IP
438
Investment Partners
Ohio
$902K -$25.5K -378 -3%
SC
439
Searle & Co
Connecticut
$893K
CAPTRUST Financial Advisors
440
CAPTRUST Financial Advisors
North Carolina
$892K +$578K +8,584 +200%
SF
441
Synovus Financial
Georgia
$886K +$229K +3,400 +36%
CIA
442
Capital Investment Advisors
Georgia
$882K -$14.1K -210 -2%
CC
443
ClearArc Capital
Ohio
$874K +$4.17K +62 +0.5%
IA
444
IFP Advisors
Florida
$872K -$11.4K -169 -1%
MBT
445
Monroe Bank & Trust
Michigan
$871K -$16.7K -248 -2%
AA
446
ALPS Advisors
Colorado
$845K +$352K +5,234 +75%
CA
447
Cetera Advisors
Colorado
$842K -$64.9K -963 -7%
MNBTD
448
Moody National Bank Trust Division
Texas
$839K
FA
449
FDx Advisors
Illinois
$835K +$118K +1,755 +17%
GJIC
450
Gamble Jones Investment Counsel
California
$834K -$6.8K -101 -0.8%

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.