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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
CA
451
Cetera Advisors
Colorado
$818K +$12.4K +191 +2%
AP
452
AHL Partners
United Kingdom
$818K +$790K +12,193 New
SGCA
453
Steel Grove Capital Advisors
Tennessee
$817K -$681K -10,507 -46%
CC
454
ClearArc Capital
Ohio
$808K +$4.6K +71 +0.6%
LFAS
455
Level Four Advisory Services
Texas
$807K +$152K +2,347 +25%
Jane Street
456
Jane Street
New York
$785K +$758K +11,701 New
IB
457
Intrust Bank
Kansas
$780K +$12.4K +191 +2%
SDIC
458
South Dakota Investment Council
South Dakota
$779K
PFPT
459
Pinnacle Financial Partners (Tennessee)
Tennessee
$777K -$117K -1,812 -14%
NPC
460
National Planning Corporation
California
$774K +$9.13K +141 +1%
BTIS
461
BB&T Investment Services
North Carolina
$762K +$144K +2,217 +24%
AIP
462
Ameritas Investment Partners
Nebraska
$759K -$28.8K -444 -4%
RP
463
Reinhart Partners
Wisconsin
$757K +$256K +3,950 +54%
BRWA
464
B. Riley Wealth Advisors
Florida
$738K +$3.11K +48 +0.4%
FNBT
465
FineMark National Bank & Trust
Florida
$713K +$45.6K +704 +7%
SBIA
466
Sheaff Brock Investment Advisors
Indiana
$711K +$1.29K +20 +0.2%
ACS
467
Archford Capital Strategies
Illinois
$704K +$679K +10,477 New
AF
468
Aldebaran Financial
$703K
BBA
469
BLB&B Advisors
Pennsylvania
$703K +$3.17K +49 +0.5%
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$697K -$707K -10,915 -51%
Cetera Investment Advisers
471
Cetera Investment Advisers
Illinois
$694K +$207K +3,191 +44%
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$685K -$104K -1,609 -14%
SNT
473
Security National Trust
West Virginia
$681K -$28.6K -441 -4%
SA
474
Strategic Advisors
New York
$681K +$972 +15 +0.1%
PCA
475
Private Capital Advisors
Connecticut
$677K

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.