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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
SF
501
Synovus Financial
Georgia
$642K +$101K +1,507 +19%
RIL
502
Rothschild Investment LLC
Illinois
$633K -$8.08K -120 -1%
SGCA
503
Steel Grove Capital Advisors
Tennessee
$629K
RCM
504
Radnor Capital Management
Pennsylvania
$624K
BBA
505
BLB&B Advisors
Pennsylvania
$623K -$15.8K -235 -3%
OTPPB
506
Ontario Teachers' Pension Plan Board
Ontario, Canada
$616K -$7.31M -108,527 -92%
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$612K -$28.4K -422 -5%
WI
508
WrapManager Inc
California
$603K -$16.8K -250 -3%
Brown Advisory
509
Brown Advisory
Maryland
$602K -$117K -1,736 -17%
BCM
510
Birmingham Capital Management
Alabama
$602K
FIM
511
Freedom Investment Management
Connecticut
$599K -$429K -6,367 -42%
TCOT
512
Trust Company of Toledo
Ohio
$593K -$147K -2,178 -20%
GAG
513
GM Advisory Group
New York
$586K
RWA
514
Ropes Wealth Advisors
Massachusetts
$585K
AWM
515
AE Wealth Management
Kansas
$585K +$88K +1,307 +18%
PIA
516
Pinion Investment Advisors
Kansas
$585K +$574K +8,530 New
TTWM
517
TCV Trust & Wealth Management
Virginia
$584K -$1.68K -25 -0.3%
DW
518
Domani Wealth
Pennsylvania
$583K
PP
519
Palladium Partners
Virginia
$580K -$13.3K -198 -2%
NAM
520
NTV Asset Management
West Virginia
$578K
HJA
521
Hugh Johnson Advisors
New York
$573K +$2.22K +33 +0.4%
WA
522
WBH Advisory
Maryland
$572K -$6.6K -98 -1%
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$570K -$100K -1,492 -15%
LP
524
LMR Partners
United Kingdom
$566K
AA
525
Ancora Advisors
Ohio
$560K +$550K +8,169 New

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.