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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
WAP
576
Wealthcare Advisory Partners
Pennsylvania
$526K +$27.9K +374 +6%
PCM
577
Parsons Capital Management
Rhode Island
$522K -$14.9K -200 -3%
APP
578
Avantax Planning Partners
Iowa
$517K -$119K -1,587 -18%
BRWA
579
B. Riley Wealth Advisors
Florida
$516K -$216K -2,895 -29%
FM
580
Foster & Motley
Ohio
$516K -$75.2K -1,007 -13%
FWIA
581
Fort Washington Investment Advisors
Ohio
$515K -$67.2K -900 -11%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$509K -$16.5K -221 -3%
HPC
583
Hobart Private Capital
North Carolina
$508K +$515K +6,899 New
DS
584
DRW Securities
Illinois
$507K +$515K +6,888 New
ABTD
585
Arvest Bank Trust Division
Oklahoma
$506K +$82.2K +1,100 +19%
AFA
586
Aurora Financial Advisors
Massachusetts
$506K +$514K +6,883 New
CTA
587
Colonial Trust Advisors
South Carolina
$501K +$26.7K +357 +6%
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$500K +$254K +3,400 +100%
SNT
589
Security National Trust
West Virginia
$498K -$254K -3,400 -33%
CHP
590
Cable Hill Partners
Oregon
$497K -$10.2K -136 -2%
HPC
591
HM Payson & Co
Maine
$489K -$5.08K -68 -1%
AMIM
592
Aull & Monroe Investment Management
Alabama
$489K -$3.74K -50 -0.7%
SSWM
593
Smith Salley Wealth Management
North Carolina
$487K
WSCM
594
Wellington Shields Capital Management
New York
$487K
SC
595
SouthState Corp
Florida
$486K -$28.4K -380 -5%
KIA
596
KCM Investment Advisors
California
$482K -$60.4K -808 -11%
FCI
597
Financial Counselors Inc
Kansas
$482K
CCA
598
Checchi Capital Advisers
California
$482K +$9.12K +122 +2%
AFNAS
599
American Financial Network Advisory Services
California
$476K +$17.9K +239 +4%
THWM
600
Taylor Hoffman Wealth Management
Virginia
$473K +$480K +6,430 New

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.