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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
APG Asset Management
26
APG Asset Management
Netherlands
$222M +$18.8M +251,700 +7%
Morgan Stanley
27
Morgan Stanley
New York
$217M +$33.1M +442,910 +18%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$212M -$4.39M -58,734 -2%
Federated Hermes
29
Federated Hermes
Pennsylvania
$195M -$36M -481,538 -15%
Citadel Advisors
30
Citadel Advisors
Florida
$193M +$32.7M +437,554 +20%
EIP
31
Epoch Investment Partners
New York
$179M +$926K +12,387 +0.5%
AL
32
AJO LP
Pennsylvania
$173M -$13.8M -184,306 -7%
Allianz Asset Management
33
Allianz Asset Management
Germany
$164M +$37.5M +501,812 +29%
Swiss National Bank
34
Swiss National Bank
Switzerland
$158M +$16.9M +226,700 +12%
PI
35
Putnam Investments
Massachusetts
$142M +$681K +9,119 +0.5%
CBOA
36
Commonwealth Bank of Australia
Australia
$141M -$185M -2,476,361 -56%
Millennium Management
37
Millennium Management
New York
$139M -$92.3M -1,234,882 -39%
UBS AM
38
UBS AM
Illinois
$134M +$7.69M +102,915 +6%
Charles Schwab
39
Charles Schwab
California
$132M +$4.14M +55,384 +3%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$128M +$47M +629,314 +56%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$119M -$14.3M -191,100 -11%
CS
42
Credit Suisse
Switzerland
$115M -$14.9M -199,727 -11%
PPA
43
Parametric Portfolio Associates
Washington
$114M +$2.11M +28,292 +2%
LSV Asset Management
44
LSV Asset Management
Illinois
$112M -$70.3M -940,830 -38%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$110M +$7.27M +97,360 +7%
DPIM
46
Duff & Phelps Investment Management
Illinois
$108M -$2.99M -40,000 -3%
EIP
47
Energy Income Partners
Connecticut
$108M +$24.7M +330,527 +29%
Deutsche Bank
48
Deutsche Bank
Germany
$108M +$41.3M +552,355 +61%
TA
49
Teachers Advisors
New York
$101M -$1.86M -24,879 -2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$99.5M

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.