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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
ST
601
Sentinel Trust
Texas
$345K +$334K +5,150 New
LA
602
Lynch & Associates
Indiana
$342K -$14.6K -225 -4%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$340K -$62.9K -971 -16%
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$340K -$12.8K -197 -4%
CFG
605
Citizens Financial Group
Rhode Island
$340K +$19.9K +307 +6%
SIC
606
Salem Investment Counselors
North Carolina
$340K +$328K +5,070 New
GLRA
607
Gerald L. Ray & Associates
Texas
$339K
GAM
608
Gotham Asset Management
New York
$338K +$326K +5,035 New
TRCT
609
Tower Research Capital (TRC)
New York
$337K -$85.5K -1,320 -21%
Bessemer Group
610
Bessemer Group
New Jersey
$335K -$4.23M -65,235 -93%
BSW
611
Buckingham Strategic Wealth
Missouri
$335K
BFC
612
Blue Fin Capital
Rhode Island
$329K
LIM
613
Leavell Investment Management
Alabama
$329K +$45.3K +700 +17%
FSA
614
Franklin Street Advisors
North Carolina
$328K
IWM
615
IHT Wealth Management
Illinois
$328K +$11.5K +177 +4%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$327K +$1.1K +17 +0.4%
LW
617
Linscomb Wealth
Texas
$327K +$41.7K +644 +15%
CG
618
CFO4Life Group
Texas
$326K +$315K +4,863 New
CHC
619
City Holding Co
West Virginia
$325K +$2.53K +39 +0.8%
EFS
620
Essex Financial Services
Connecticut
$320K -$3.04K -47 -1%
MHIM
621
MacNealy Hoover Investment Management
Ohio
$319K -$16.2K -250 -5%
AHB
622
Abner Herrman & Brock
New Jersey
$317K +$21.5K +332 +8%
JFL
623
Jarislowsky, Fraser Ltd
Quebec, Canada
$316K +$1.1K +17 +0.4%
PIM
624
Penobscot Investment Management
Massachusetts
$313K
FIM
625
Fruth Investment Management
Texas
$311K

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.