We are live on ! Find out more
AEP icon

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
Boston Partners
26
Boston Partners
Massachusetts
$233M -$53.6M -827,191 -19%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$217M +$67.2M +1,037,813 +47%
Goldman Sachs
28
Goldman Sachs
New York
$213M +$13.2M +203,890 +7%
Capital Research Global Investors
29
Capital Research Global Investors
California
$210M +$110M +1,691,867 +118%
LSV Asset Management
30
LSV Asset Management
Illinois
$207M +$4.62M +71,300 +2%
Ameriprise
31
Ameriprise
Minnesota
$200M +$22M +339,482 +13%
SAC
32
Smith Affiliated Capital
New York
$181M
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$181M -$12.4M -192,163 -7%
Morgan Stanley
34
Morgan Stanley
New York
$178M +$4.31M +66,502 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$165M -$39.6M -610,686 -20%
Deutsche Bank
36
Deutsche Bank
Germany
$141M +$20.2M +311,482 +17%
Jennison Associates
37
Jennison Associates
New York
$130M -$564K -8,703 -0.4%
CS
38
Credit Suisse
Switzerland
$129M -$5.46M -84,341 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$117M +$24.7M +380,700 +28%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$115M -$1.81M -27,997 -2%
PI
41
Putnam Investments
Massachusetts
$112M +$13M +200,104 +14%
Citadel Advisors
42
Citadel Advisors
Florida
$110M +$64.3M +992,155 +154%
Charles Schwab
43
Charles Schwab
California
$107M +$3.74M +57,788 +4%
UBS AM
44
UBS AM
Illinois
$107M +$1.89M +29,129 +2%
O
45
OppenheimerFunds
New York
$99.9M +$2.37M +36,622 +3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$99.8M +$777K +12,001 +0.8%
APG Asset Management
47
APG Asset Management
Netherlands
$96.5M -$49.8M -768,725 -35%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$94.8M +$9.55M +147,477 +12%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$92.6M -$6.14M -94,759 -6%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.2M +$6.82M +105,300 +8%

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.