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American Electric Power

886 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 330 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.9M

2% more funds holding

Funds holding: 867886 (+19)

5% more capital invested

Capital invested by funds: $23.5B → $24.6B (+$1.11B)

0.85% more ownership

Funds ownership: 70.49%71.35% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 330

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
886
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
22.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
75
Increased
300
Reduced
330
Closed
45
Calls
$114M
Puts
$97.9M
Net Calls
+$16.4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
551
Aviance Capital Partners
Florida
$469K -$26.3K -378 -5%
IH
552
IFC Holdings
Florida
$469K +$31.8K +458 +7%
SSA
553
South Street Advisors
New York
$466K
SG
554
StoneX Group
New York
$465K +$465K +6,691 New
RP
555
Reinhart Partners
Wisconsin
$462K -$322K -4,630 -41%
WSCM
556
Wellington Shields Capital Management
New York
$460K
SSWM
557
Smith Salley Wealth Management
North Carolina
$460K +$903 +13 +0.2%
MRCM
558
M&R Capital Management
New Jersey
$457K -$104K -1,500 -19%
Wolverine Trading
559
Wolverine Trading
Illinois
$453K -$955K -13,753 -68%
BCM
560
Brookstone Capital Management
Illinois
$451K -$117K -1,682 -21%
AMIM
561
Aull & Monroe Investment Management
Alabama
$451K
BO
562
Bank OZK
Arkansas
$449K -$6.95K -100 -2%
LCM
563
Liberty Capital Management
Michigan
$449K +$85.1K +1,225 +23%
CTA
564
Colonial Trust Advisors
South Carolina
$448K
CCA
565
Checchi Capital Advisers
California
$446K -$22.9K -329 -5%
RIM
566
Rampart Investment Management
Connecticut
$443K +$349K +5,018 +370%
NFA
567
Nuveen Fund Advisors
Illinois
$439K -$44.4K -639 -9%
SFA
568
Sequoia Financial Advisors
Ohio
$437K +$1.18K +17 +0.3%
PWW
569
Pettyjohn Wood & White
Virginia
$430K -$2.5K -36 -0.6%
GBT
570
Grove Bank & Trust
Florida
$422K +$15.2K +219 +4%
HFS
571
Haverford Financial Services
Pennsylvania
$421K -$12.2K -176 -3%
BIC
572
Bridges Investment Counsel
Nebraska
$417K +$417K +6,000 New
CIC
573
Carnegie Investment Counsel
Ohio
$413K +$13.1K +189 +3%
LOAME
574
Lombard Odier Asset Management (Europe)
United Kingdom
$412K
GA
575
Geneva Advisors
Illinois
$411K -$10.8K -156 -3%

AEP Hedge Fund Activity: Q2 2017 in Review

886 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2017, worth a combined $24.6B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEP positions and 45 closed out — a net gain of 30 holders — while 300 added to existing stakes and 330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $485M. The largest seller was Millennium Management, cutting an estimated $290M.

  • 886 institutional investors held American Electric Power (AEP) as of Q2 2017, up from 867 in Q1 2017.
  • Funds reported $24.6B of American Electric Power stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 75 funds opened new American Electric Power positions in Q2 2017 and 45 closed out, a net change of +30 holders.
  • The largest American Electric Power buyer in Q2 2017 was Capital Research Global Investors, an estimated $485M added.
  • The largest American Electric Power seller in Q2 2017 was Millennium Management, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2017.