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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
DWM
451
Doyle Wealth Management
Florida
$832K +$104K +1,543 +15%
AP
452
Advisor Partners
California
$829K +$20.7K +307 +3%
WP
453
WealthPLAN Partners
Nebraska
$825K +$12.8K +190 +2%
1WA
454
180 Wealth Advisors
Washington
$824K -$149K -2,215 -16%
CF
455
Centaurus Financial
California
$812K +$575K +8,534 +267%
OMCS
456
Old Mutual Customised Solutions
South Africa
$805K
NIT
457
NumerixS Investment Technologies
British Columbia, Canada
$803K +$625K +9,280 +403%
CSS
458
Cubist Systematic Strategies
Connecticut
$802K -$40.5K -602 -5%
SBA
459
Secrest Blakey & Associates
North Carolina
$800K +$27.3K +406 +4%
B
460
Barings
North Carolina
$797K
SPIA
461
Steward Partners Investment Advisory
New York
$797K +$446K +6,624 +136%
FMTCOCP
462
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$796K +$20.2K +300 +3%
ACS
463
Archford Capital Strategies
Illinois
$792K -$2.56K -38 -0.3%
ONB
464
Old National Bancorp
Indiana
$788K +$3.43K +51 +0.5%
I
465
IberiaBank
Louisiana
$779K -$45.5K -675 -6%
HSA
466
HBK Sorce Advisory
Pennsylvania
$775K -$29.2K -434 -4%
SPC
467
Sigma Planning Corp
Michigan
$773K -$19.1K -284 -2%
AWM
468
Aevitas Wealth Management
Massachusetts
$768K -$18.9K -280 -2%
VFA
469
Voya Financial Advisors
Connecticut
$751K -$12.7K -189 -2%
AWM
470
AE Wealth Management
Kansas
$734K +$140K +2,074 +24%
Mirae Asset Global Investments
471
Mirae Asset Global Investments
South Korea
$721K -$27.1K -403 -4%
FBT
472
First Bank & Trust
South Dakota
$717K -$35.2K -522 -5%
FNBT
473
FineMark National Bank & Trust
Florida
$716K -$49.2K -731 -7%
NFG
474
Next Financial Group
Texas
$712K -$121K -1,796 -15%
ANRIA
475
American National Registered Investment Advisor
Texas
$711K

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.