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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
CAI
551
Capital Advisors Inc
Oklahoma
$467K +$41.6K +643 +10%
NFA
552
Nuveen Fund Advisors
Illinois
$467K +$75.6K +1,167 +20%
TMAM
553
Tokio Marine Asset Management
Japan
$465K -$140K -2,156 -24%
SCA
554
Snowden Capital Advisors
New York
$458K -$35.5K -548 -7%
CCA
555
Checchi Capital Advisers
California
$453K -$20.3K -314 -4%
SSG
556
Summit Securities Group
New York
$450K +$434K +6,701 New
SSWM
557
Smith Salley Wealth Management
North Carolina
$444K -$13K -200 -3%
WSCM
558
Wellington Shields Capital Management
New York
$444K
BO
559
Bank OZK
Arkansas
$441K +$4.4K +68 +1%
AMIM
560
Aull & Monroe Investment Management
Alabama
$437K -$6.48K -100 -2%
CTA
561
Colonial Trust Advisors
South Carolina
$436K -$9.71K -150 -2%
Tudor Investment Corp
562
Tudor Investment Corp
Connecticut
$435K -$1.17K -18 -0.3%
CT
563
Cambridge Trust
Massachusetts
$426K +$154K +2,385 +60%
WG
564
Winton Group
United Kingdom
$421K -$90.8K -1,402 -18%
SFA
565
Sequoia Financial Advisors
Ohio
$421K
HFS
566
Haverford Financial Services
Pennsylvania
$419K +$157K +2,428 +64%
IH
567
IFC Holdings
Florida
$418K +$6.41K +99 +2%
PWW
568
Pettyjohn Wood & White
Virginia
$418K +$6.8K +105 +2%
AP
569
Atwood & Palmer
Missouri
$417K
AAP
570
Arax Advisory Partners
Colorado
$416K -$14.4K -222 -3%
GA
571
Geneva Advisors
Illinois
$407K +$34.3K +530 +10%
FHA
572
First Horizon Advisors
Tennessee
$405K -$118K -1,827 -23%
MFW
573
Mosaic Family Wealth
Missouri
$403K +$972 +15 +0.3%
SSB
574
Sandy Spring Bank
Maryland
$401K +$21.4K +331 +7%
LOAME
575
Lombard Odier Asset Management (Europe)
United Kingdom
$398K -$83.5K -1,289 -18%

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.