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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
SAM
476
Silvercrest Asset Management
New York
$672K -$1.23K -19 -0.2%
DWM
477
Doyle Wealth Management
Florida
$672K +$648K +10,009 New
AAM
478
AR Asset Management
California
$671K
AP
479
Advisor Partners
California
$669K +$4.86K +75 +0.8%
II
480
IFM Investors
Australia
$669K +$243K +3,749 +60%
PHS
481
Pekin Hardy Strauss
Illinois
$667K
ARTA
482
A.R.T. Advisors
New York
$664K -$434K -6,700 -40%
TTWM
483
TCV Trust & Wealth Management
Virginia
$661K +$79.9K +1,233 +14%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$659K +$19.9K +308 +3%
NAM
485
NTV Asset Management
West Virginia
$650K -$9.65K -149 -2%
IWMPD
486
Integrated Wealth Management (Palm Desert)
California
$650K +$24K +371 +4%
W
487
Wealthfront
California
$647K +$109K +1,685 +21%
BCM
488
Birmingham Capital Management
Alabama
$646K
OMCS
489
Old Mutual Customised Solutions
South Africa
$646K +$72.7K +1,123 +13%
FBT
490
First Bank & Trust
South Dakota
$637K +$26.4K +407 +4%
RIL
491
Rothschild Investment LLC
Illinois
$636K +$13K +200 +2%
AT
492
Arden Trust
Delaware
$632K -$59.3K -916 -9%
MAM
493
Mastrapasqua Asset Management
Tennessee
$632K +$104K +1,610 +21%
MC
494
Moors & Cabot
Massachusetts
$625K -$107K -1,647 -15%
CA
495
Cornerstone Advisors
North Carolina
$618K
SOADOR
496
State of Alaska Department of Revenue
Alaska
$617K +$596K +9,200 New
WS
497
Wedbush Securities
California
$616K +$4.92K +76 +0.8%
CPA
498
Clear Perspective Advisors
Illinois
$615K
RCM
499
Radnor Capital Management
Pennsylvania
$611K
MSFP
500
Mark Sheptoff Financial Planning
Connecticut
$609K +$384K +5,926 +188%

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.