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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
EHC
501
Everett Harris & Co
California
$610K
APP
502
Avantax Planning Partners
Iowa
$597K -$309K -4,452 -34%
GAG
503
GM Advisory Group
New York
$594K +$594K +8,550 New
CTI
504
Community Trust & Investment
Kentucky
$593K -$30.6K -441 -5%
CDH
505
Charles D. Hyman
$590K
DW
506
Domani Wealth
Pennsylvania
$590K
GHAM
507
Gilman Hill Asset Management
Connecticut
$590K
HH
508
Hilltop Holdings
Texas
$590K +$34.7K +499 +6%
Victory Capital Management
509
Victory Capital Management
Texas
$589K -$32.8K -472 -5%
RBA
510
Richard Bernstein Advisors
New York
$587K -$1.49M -21,480 -72%
FWM
511
Frontier Wealth Management
Missouri
$584K -$20.8K -300 -3%
PP
512
Palladium Partners
Virginia
$583K -$15.7K -226 -3%
WP
513
WealthPLAN Partners
Nebraska
$580K +$580K +8,349 New
PP
514
PagnatoKarp Partners
Virginia
$570K +$34.5K +497 +6%
SF
515
Synovus Financial
Georgia
$569K -$37.4K -538 -6%
FIM
516
Freedom Investment Management
Connecticut
$568K +$5.63K +81 +1%
PAG
517
Pinnacle Advisory Group
Maryland
$566K -$19K -273 -3%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$562K -$13.9K -200 -2%
FM
519
Foster & Motley
Ohio
$560K -$14.8K -213 -3%
SOADOR
520
State of Alaska Department of Revenue
Alaska
$558K -$80.6K -1,160 -13%
JWS
521
Juncture Wealth Strategies
Arizona
$556K -$34.7K -500 -6%
SOAMC
522
Spirit of America Management Corp
New York
$551K
Mariner
523
Mariner
Kansas
$532K -$30K -432 -5%
CFA
524
Carroll Financial Associates
North Carolina
$532K +$44.8K +645 +9%
RWA
525
Ropes Wealth Advisors
Massachusetts
$530K +$6.95K +100 +1%

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.