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American Electric Power

867 hedge funds and large institutions have $23.5B invested in American Electric Power in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 316 increasing their positions, 316 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.87B)

1.28% more ownership

Funds ownership: 69.21%70.49% (+1.3%)

2% more call options, than puts

Call options by funds: $108M | Put options by funds: $106M

0% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 316

0% less funds holding

Funds holding: 871867 (-4)

Holders
867
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
21.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
316
Reduced
316
Closed
62
Calls
$108M
Puts
$106M
Net Calls
+$2.58M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
526
Mariner Wealth Advisors (Cincinnati)
Ohio
$520K +$2.4K +37 +0.5%
PP
527
PagnatoKarp Partners
Virginia
$518K +$263K +4,061 +111%
LP
528
LMR Partners
United Kingdom
$515K +$239K +3,696 +93%
EP
529
Edgestream Partners
New Jersey
$511K +$493K +7,615 New
CPA
530
Cowen Prime Advisors
New York
$507K +$104K +1,600 +27%
RWA
531
Ropes Wealth Advisors
Massachusetts
$505K +$71.2K +1,100 +17%
KIA
532
KCM Investment Advisors
California
$503K -$11.1K -171 -2%
PCM
533
Parsons Capital Management
Rhode Island
$497K
GI
534
GAMCO Investors
Connecticut
$493K
WB
535
Webster Bank
Connecticut
$492K
IRF
536
IBM Retirement Fund
New York
$491K -$2.63M -40,560 -88%
FCI
537
Financial Counselors Inc
Kansas
$486K -$126K -1,941 -21%
AWM
538
AE Wealth Management
Kansas
$485K +$176K +2,711 +60%
IHL
539
Investment House LLC
California
$483K
HPC
540
HM Payson & Co
Maine
$483K +$13.7K +212 +3%
CB
541
Community Bank
New York
$482K -$64.8K -1,000 -12%
FCBT
542
First Citizens Bank & Trust
North Carolina
$481K -$97K -1,498 -17%
AA
543
Ancora Advisors
Ohio
$481K
ACP
544
Aviance Capital Partners
Florida
$479K -$97.2K -1,500 -17%
FMWA
545
Forvis Mazars Wealth Advisors
Missouri
$476K +$42.9K +663 +10%
ITIM
546
Indiana Trust & Investment Management
Indiana
$472K -$8.1K -125 -2%
FFEC
547
First Financial Equity Corporation
Arizona
$472K +$454K +7,012 New
CFA
548
Carroll Financial Associates
North Carolina
$471K +$8.55K +132 +2%
GXMC
549
Global X Management Company
New York
$470K +$125K +1,931 +38%
Arrowstreet Capital
550
Arrowstreet Capital
Massachusetts
$470K +$453K +7,000 New

AEP Hedge Fund Activity: Q1 2017 in Review

867 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2017, worth a combined $23.5B — up 8.6% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AEP positions and 62 closed out — a net gain of 8 holders — while 316 added to existing stakes and 316 trimmed.

The largest buyer was BlackRock, adding an estimated $2.1B. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 867 institutional investors held American Electric Power (AEP) as of Q1 2017, down from 871 in Q4 2016.
  • Funds reported $23.5B of American Electric Power stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 70 funds opened new American Electric Power positions in Q1 2017 and 62 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2017 was BlackRock, an estimated $2.1B added.
  • The largest American Electric Power seller in Q1 2017 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.