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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
VF
451
Virtu Financial
New York
$1.04M +$159K +2,128 +18%
DWA
452
Douglass Winthrop Advisors
New York
$1.04M -$111K -1,492 -10%
II
453
IFM Investors
Australia
$1.03M +$16.1K +216 +2%
IP
454
Investment Partners
Ohio
$1.02M +$30.6K +410 +3%
CFN
455
Cordasco Financial Network
Florida
$1M -$8.67K -116 -0.8%
TCM
456
Telos Capital Management
California
$991K +$30K +401 +3%
SWM
457
SeaCrest Wealth Management
New York
$989K +$1M +13,436 New
SM
458
Sciencast Management
New Jersey
$982K -$190K -2,547 -15%
IRF
459
IBM Retirement Fund
New York
$979K +$4.71K +63 +0.5%
PA
460
Probity Advisors
Texas
$963K -$53.7K -719 -5%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$961K +$4.48K +60 +0.5%
IA
462
Icon Advisers
Colorado
$956K +$971K +13,000 New
SC
463
Searle & Co
Connecticut
$949K -$33.8K -453 -3%
MBT
464
Monroe Bank & Trust
Michigan
$947K -$6.28K -84 -0.6%
IA
465
IFP Advisors
Florida
$939K -$1.74M -23,301 -65%
MERSOM
466
Municipal Employees' Retirement System of Michigan
Michigan
$935K -$918K -12,280 -49%
QAM
467
Quantres Asset Management
Cayman Islands
$934K +$89.7K +1,200 +10%
CIA
468
Capital Investment Advisors
Georgia
$933K -$52.2K -699 -5%
FI
469
FormulaFolio Investments
Michigan
$931K +$718K +9,609 +315%
CC
470
ClearArc Capital
Ohio
$920K -$9.71K -130 -1%
GJIC
471
Gamble Jones Investment Counsel
California
$916K
ODCM
472
Old Dominion Capital Management
Virginia
$912K -$148K -1,987 -14%
MNBTD
473
Moody National Bank Trust Division
Texas
$903K
Cetera Investment Advisers
474
Cetera Investment Advisers
Illinois
$895K +$11.3K +151 +1%
CI
475
Conning Inc
Connecticut
$891K -$26.9K -360 -3%

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.