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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
SPC
476
Sigma Planning Corp
Michigan
$882K -$23.3K -312 -3%
AWM
477
Aevitas Wealth Management
Massachusetts
$856K +$870K +11,639 New
OMCS
478
Old Mutual Customised Solutions
South Africa
$855K
Parallax Volatility Advisers
479
Parallax Volatility Advisers
California
$851K +$864K +11,567 New
VCA
480
Verdence Capital Advisors
Maryland
$848K +$861K +11,520 New
B
481
Barings
North Carolina
$847K
HSA
482
HBK Sorce Advisory
Pennsylvania
$843K +$99K +1,325 +13%
TRCT
483
Tower Research Capital (TRC)
New York
$843K +$767K +10,268 +867%
ACS
484
Archford Capital Strategies
Illinois
$841K +$39.6K +530 +5%
BTIS
485
BB&T Investment Services
North Carolina
$835K +$33.6K +450 +4%
EOJOAM
486
E. Ohman J:or Asset Management
Sweden
$831K -$194K -2,600 -19%
FNBT
487
FineMark National Bank & Trust
Florida
$824K -$20.6K -276 -2%
FMTCOCP
488
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$824K +$11.2K +150 +1%
WPC
489
Waters Parkerson & Co
Louisiana
$823K -$29.9K -400 -3%
AP
490
Advisor Partners
California
$814K +$97.1K +1,300 +12%
ZIC
491
ZWJ Investment Counsel
Georgia
$813K -$9.49K -127 -1%
ONB
492
Old National Bancorp
Indiana
$811K -$79K -1,057 -9%
TCOT
493
Trust Company of Toledo
Ohio
$796K -$344K -4,610 -30%
DWM
494
Doyle Wealth Management
Florida
$786K -$7.02K -94 -0.9%
LFAS
495
Level Four Advisory Services
Texas
$784K -$37K -495 -4%
AIP
496
Ameritas Investment Partners
Nebraska
$783K -$33.1K -443 -4%
SW
497
SVB Wealth
Massachusetts
$782K +$200K +2,674 +34%
HI
498
Horizon Investments
North Carolina
$782K +$858K +11,483 New
FBT
499
First Bank & Trust
South Dakota
$778K +$22.3K +299 +3%
IG
500
ING Group
Netherlands
$774K -$3.02M -40,441 -79%

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.