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American Electric Power

886 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 330 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.9M

2% more funds holding

Funds holding: 867886 (+19)

5% more capital invested

Capital invested by funds: $23.5B → $24.6B (+$1.11B)

0.85% more ownership

Funds ownership: 70.49%71.35% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 330

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
886
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
22.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
75
Increased
300
Reduced
330
Closed
45
Calls
$114M
Puts
$97.9M
Net Calls
+$16.4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
451
Cerity Partners OCIO
New York
$850K +$850K +12,238 New
CC
452
ClearArc Capital
Ohio
$838K +$1.74K +25 +0.2%
AL
453
Aspiriant LLC
California
$828K -$75.4K -1,086 -8%
SPC
454
Sigma Planning Corp
Michigan
$827K -$21K -302 -2%
W
455
Wealthfront
California
$813K +$144K +2,073 +22%
SDIC
456
South Dakota Investment Council
South Dakota
$806K
VIA
457
Virtus Investment Advisers
Connecticut
$778K -$108K -1,561 -12%
BRWA
458
B. Riley Wealth Advisors
Florida
$774K +$10.4K +150 +1%
AIP
459
Ameritas Investment Partners
Nebraska
$770K -$15.4K -221 -2%
BTIS
460
BB&T Investment Services
North Carolina
$760K -$28.3K -408 -4%
DWM
461
Doyle Wealth Management
Florida
$760K +$65.1K +937 +9%
ACS
462
Archford Capital Strategies
Illinois
$757K +$28.9K +416 +4%
CFN
463
Cordasco Financial Network
Florida
$748K -$207K -2,982 -22%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$744K -$1.03M -14,853 -58%
Pacer Advisors
465
Pacer Advisors
Pennsylvania
$738K +$56.6K +815 +8%
FNBT
466
FineMark National Bank & Trust
Florida
$737K -$139 -2 -0%
AF
467
Aldebaran Financial
$728K
AP
468
Advisor Partners
California
$726K +$32.9K +473 +5%
BBA
469
BLB&B Advisors
Pennsylvania
$719K -$8.27K -119 -1%
SA
470
Strategic Advisors
New York
$707K +$2.5K +36 +0.4%
HSA
471
HBK Sorce Advisory
Pennsylvania
$704K +$704K +10,138 New
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$703K -$6.53K -94 -0.9%
PFPT
473
Pinnacle Financial Partners (Tennessee)
Tennessee
$701K -$105K -1,514 -13%
PCA
474
Private Capital Advisors
Connecticut
$701K
AAM
475
AR Asset Management
California
$695K

AEP Hedge Fund Activity: Q2 2017 in Review

886 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2017, worth a combined $24.6B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEP positions and 45 closed out — a net gain of 30 holders — while 300 added to existing stakes and 330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $485M. The largest seller was Millennium Management, cutting an estimated $290M.

  • 886 institutional investors held American Electric Power (AEP) as of Q2 2017, up from 867 in Q1 2017.
  • Funds reported $24.6B of American Electric Power stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 75 funds opened new American Electric Power positions in Q2 2017 and 45 closed out, a net change of +30 holders.
  • The largest American Electric Power buyer in Q2 2017 was Capital Research Global Investors, an estimated $485M added.
  • The largest American Electric Power seller in Q2 2017 was Millennium Management, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2017.