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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
AT
576
Argent Trust
Texas
$397K +$32.8K +506 +9%
GBT
577
Grove Bank & Trust
Florida
$393K -$57.2K -883 -13%
PTC
578
Private Trust Company
Ohio
$391K +$777 +12 +0.2%
NRS
579
Neville Rodie & Shaw
New York
$389K
DSC
580
Duncker Streett & Co
Missouri
$389K +$324 +5 +0.1%
Group One Trading
581
Group One Trading
Illinois
$387K +$373K +5,764 New
LCS
582
Levin Capital Strategies
New York
$385K -$97.2K -1,500 -21%
CHP
583
Cable Hill Partners
Oregon
$382K
CLOS
584
Compagnie Lombard Odier SCmA
Switzerland
$382K +$648 +10 +0.2%
CIC
585
Carnegie Investment Counsel
Ohio
$380K +$29.9K +461 +9%
MC
586
Mathes Company
New York
$378K
CA
587
Continuum Advisory
Idaho
$374K +$360K +5,564 New
FTIOP
588
Fiduciary Trust International of Pennsylvania
Pennsylvania
$370K
CK
589
Cohen Klingenstein
New York
$369K
DJSG
590
D.J. St. Germain
Massachusetts
$364K +$2.2K +34 +0.6%
BCM
591
BTR Capital Management
California
$361K +$29.1K +450 +9%
HFM
592
Hartford Financial Management
Connecticut
$359K
SPIA
593
Steward Partners Investment Advisory
New York
$358K +$96.7K +1,493 +39%
LCM
594
Liberty Capital Management
Michigan
$356K +$69.6K +1,075 +25%
SCM
595
Schnieders Capital Management
California
$351K -$97.2K -1,500 -22%
DG
596
Davidson & Garrard
Virginia
$351K -$8.1K -125 -2%
CCFCSB
597
Cape Cod Five Cents Savings Bank
Massachusetts
$350K
Fuller & Thaler Asset Management
598
Fuller & Thaler Asset Management
California
$349K
TCM
599
Tetrem Capital Management
Manitoba, Canada
$347K -$5.5K -85 -2%
Teacher Retirement System of Texas
600
Teacher Retirement System of Texas
Texas
$346K

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.