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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
Boston Partners
26
Boston Partners
Massachusetts
$251M +$10.1M +145,631 +4%
Legal & General Group
27
Legal & General Group
United Kingdom
$250M +$4.93M +70,987 +2%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$234M +$39.2M +564,938 +21%
Ameriprise
29
Ameriprise
Minnesota
$211M +$4.23M +60,874 +2%
AL
30
AJO LP
Pennsylvania
$209M -$38.9M -559,610 -16%
LSV Asset Management
31
LSV Asset Management
Illinois
$206M -$8.19M -117,900 -4%
Morgan Stanley
32
Morgan Stanley
New York
$196M +$11.3M +162,369 +6%
SAC
33
Smith Affiliated Capital
New York
$188M
Millennium Management
34
Millennium Management
New York
$186M -$290M -4,167,808 -61%
PI
35
Putnam Investments
Massachusetts
$137M +$21.3M +306,526 +18%
Jennison Associates
36
Jennison Associates
New York
$136M +$580K +8,343 +0.4%
Allianz Asset Management
37
Allianz Asset Management
Germany
$133M -$37.3M -537,009 -22%
Swiss National Bank
38
Swiss National Bank
Switzerland
$132M +$11M +157,900 +9%
EIP
39
Epoch Investment Partners
New York
$123M +$123M +1,769,496 New
CS
40
Credit Suisse
Switzerland
$119M -$14.4M -207,011 -11%
Charles Schwab
41
Charles Schwab
California
$117M +$6.09M +87,638 +6%
UBS AM
42
UBS AM
Illinois
$116M +$5.83M +83,907 +5%
CIA
43
ClearBridge Investments (Australia)
Australia
$116M +$64.5M +928,943 +126%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$103M +$4.68M +67,377 +5%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$101M -$2.14M -30,800 -2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$100M +$21.5M +308,982 +27%
PPA
47
Parametric Portfolio Associates
Washington
$99.5M +$31.1M +448,205 +46%
BC
48
Brookfield Corp
Ontario, Canada
$98.9M +$40M +576,500 +68%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$98.4M +$2.51M +36,194 +3%
TA
50
Teachers Advisors
New York
$96.5M +$6M +86,368 +7%

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.