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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
WP
526
WealthPLAN Partners
Nebraska
$659K +$50.2K +672 +8%
PCA
527
Private Capital Advisors
Connecticut
$649K -$91.5K -1,225 -12%
ACM
528
Alethea Capital Management
Washington
$647K +$657K +8,791 New
BCM
529
Birmingham Capital Management
Alabama
$645K -$11.2K -150 -2%
Mirae Asset Global Investments
530
Mirae Asset Global Investments
South Korea
$642K +$74.8K +1,001 +13%
PP
531
Palladium Partners
Virginia
$637K +$29.9K +400 +5%
TTWM
532
TCV Trust & Wealth Management
Virginia
$629K -$39.2K -525 -6%
GAG
533
GM Advisory Group
New York
$629K
EHC
534
Everett Harris & Co
California
$627K
RWA
535
Ropes Wealth Advisors
Massachusetts
$627K +$22.4K +300 +4%
DW
536
Domani Wealth
Pennsylvania
$625K
RBA
537
Richard Bernstein Advisors
New York
$622K
WA
538
WBH Advisory
Maryland
$621K -$14.8K -198 -2%
NAM
539
NTV Asset Management
West Virginia
$620K -$59.8K -800 -9%
CDH
540
Charles D. Hyman
$616K
HJA
541
Hugh Johnson Advisors
New York
$612K +$2.54K +34 +0.4%
GHAM
542
Gilman Hill Asset Management
Connecticut
$610K -$37.4K -500 -6%
HH
543
Hilltop Holdings
Texas
$607K -$131K -1,750 -17%
WS
544
Wedbush Securities
California
$606K -$40.5K -542 -6%
SA
545
Strategic Advisors
New York
$603K -$133K -1,778 -18%
NPP
546
New Potomac Partners
Maryland
$601K +$610K +8,170 New
PAG
547
Pinnacle Advisory Group
Maryland
$599K
MCWS
548
McKinley Carter Wealth Services
West Virginia
$593K +$311K +4,162 +107%
CFA
549
Carroll Financial Associates
North Carolina
$586K -$5.23K -70 -0.9%
CTI
550
Community Trust & Investment
Kentucky
$584K -$40.7K -545 -6%

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.