We are live on ! Find out more
AEP icon

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
Brown Advisory
501
Brown Advisory
Maryland
$773K +$3.06K +41 +0.4%
PP
502
PDS Planning
Ohio
$768K +$780K +10,438 New
ANRIA
503
American National Registered Investment Advisor
Texas
$767K
GCA
504
Gideon Capital Advisors
New York
$765K +$777K +10,404 New
AF
505
Aldebaran Financial
$762K -$8.82K -118 -1%
SXL
506
Summit X LLC
Missouri
$761K +$37.7K +505 +5%
MC
507
Moors & Cabot
Massachusetts
$741K +$299 +4 +0%
AAM
508
AR Asset Management
California
$736K
GXMC
509
Global X Management Company
New York
$731K +$143K +1,911 +24%
PHS
510
Pekin Hardy Strauss
Illinois
$722K
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$721K +$1.27K +17 +0.2%
MAM
512
Mastrapasqua Asset Management
Tennessee
$700K +$9.34K +125 +1%
PCA
513
Providence Capital Advisors
North Carolina
$699K +$710K +9,504 New
CAM
514
CenterStar Asset Management
Illinois
$692K
RIL
515
Rothschild Investment LLC
Illinois
$688K +$4.93K +66 +0.7%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$688K +$93.4K +1,250 +15%
BBA
517
BLB&B Advisors
Pennsylvania
$686K -$8.59K -115 -1%
GP
518
GLG Partners
United Kingdom
$685K +$696K +9,313 New
CPIA
519
Cornell Pochily Investment Advisors
New York
$681K +$984K +13,169 New
SGCA
520
Steel Grove Capital Advisors
Tennessee
$675K -$224K -3,000 -25%
CPC
521
Cookson Peirce & Co
Pennsylvania
$675K
RCM
522
Radnor Capital Management
Pennsylvania
$670K
I
523
IberiaBank
Louisiana
$667K +$679K +9,085 New
WI
524
WrapManager Inc
California
$666K -$4.33K -58 -0.6%
AT
525
Arden Trust
Delaware
$665K +$7.77K +104 +1%

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.