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American Electric Power

997 hedge funds and large institutions have $24.4B invested in American Electric Power in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 309 increasing their positions, 391 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more call options, than puts

Call options by funds: $122M | Put options by funds: $74.5M

14% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 93

0% more funds holding

Funds holding: 994997 (+3)

0.28% more ownership

Funds ownership: 71.93%72.21% (+0.28%)

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.63B)

21% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 391

Holders
997
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
22.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
309
Reduced
391
Closed
93
Calls
$122M
Puts
$74.5M
Net Calls
+$47.3M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
476
Voya Financial Advisors
Connecticut
$756K -$2.65M -39,400 -78%
PFPT
477
Pinnacle Financial Partners (Tennessee)
Tennessee
$754K -$1.73M -25,630 -70%
NA
478
NewEdge Advisors
Louisiana
$748K -$965K -14,326 -57%
FBT
479
First Bank & Trust
South Dakota
$746K +$20.4K +303 +3%
IRF
480
IBM Retirement Fund
New York
$745K -$82.9K -1,232 -10%
Mirae Asset Global Investments
481
Mirae Asset Global Investments
South Korea
$742K +$141K +2,088 +24%
DWM
482
Doyle Wealth Management
Florida
$719K -$13.7K -203 -2%
SWP
483
Strategic Wealth Partners
Ohio
$713K -$415K -6,160 -37%
SW
484
SVB Wealth
Massachusetts
$713K -$15.4K -229 -2%
PP
485
PDS Planning
Ohio
$713K -$3.03K -45 -0.4%
WS
486
Wedbush Securities
California
$711K +$143K +2,131 +26%
FA
487
FDx Advisors
Illinois
$707K -$2.77M -41,132 -80%
HCM
488
Huber Capital Management
California
$706K -$370K -5,500 -35%
MC
489
Moors & Cabot
Massachusetts
$706K +$15.1K +225 +2%
ANRIA
490
American National Registered Investment Advisor
Texas
$704K -$10.1K -150 -1%
GXMC
491
Global X Management Company
New York
$699K +$17.4K +259 +3%
AIP
492
Ameritas Investment Partners
Nebraska
$698K -$32K -476 -4%
AAM
493
AR Asset Management
California
$686K
PHS
494
Pekin Hardy Strauss
Illinois
$673K
TC
495
Trilogy Capital
California
$673K +$661K +9,811 New
CDH
496
Charles D. Hyman
$672K +$96.3K +1,430 +17%
MAM
497
Mastrapasqua Asset Management
Tennessee
$661K +$8.08K +120 +1%
SXL
498
Summit X LLC
Missouri
$652K -$56.2K -835 -8%
HH
499
Hilltop Holdings
Texas
$651K +$82.8K +1,230 +15%
LFAS
500
Level Four Advisory Services
Texas
$649K -$80.9K -1,201 -11%

AEP Hedge Fund Activity: Q1 2018 in Review

997 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2018, worth a combined $24.4B — down 6.3% from $26B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AEP positions and 93 closed out — a net gain of 13 holders — while 309 added to existing stakes and 391 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $540M. The largest seller was T. Rowe Price Associates, cutting an estimated $415M.

  • 997 institutional investors held American Electric Power (AEP) as of Q1 2018, up from 994 in Q4 2017.
  • Funds reported $24.4B of American Electric Power stock for Q1 2018, down 6.3% quarter-over-quarter.
  • 106 funds opened new American Electric Power positions in Q1 2018 and 93 closed out, a net change of +13 holders.
  • The largest American Electric Power buyer in Q1 2018 was Wellington Management Group, an estimated $540M added.
  • The largest American Electric Power seller in Q1 2018 was T. Rowe Price Associates, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2018.