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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
GLRA
601
Gerald L. Ray & Associates
Texas
$351K
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$351K +$96.6K +1,390 +38%
CHC
603
City Holding Co
West Virginia
$350K +$14.1K +203 +4%
LA
604
Lynch & Associates
Indiana
$347K -$7.85K -113 -2%
DSC
605
Duncker Streett & Co
Missouri
$346K -$56.7K -816 -14%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$344K +$5.07K +73 +1%
FSA
607
Franklin Street Advisors
North Carolina
$340K
LIM
608
Leavell Investment Management
Alabama
$340K
SMC
609
Smith, Moore & Co
Missouri
$340K +$105K +1,507 +45%
TMAM
610
Tokio Marine Asset Management
Japan
$338K -$143K -2,055 -30%
EFS
611
Essex Financial Services
Connecticut
$337K +$6.32K +91 +2%
MWAC
612
Mariner Wealth Advisors (Cincinnati)
Ohio
$328K -$210K -3,016 -39%
TNBTD
613
Trustmark National Bank Trust Department
Mississippi
$328K -$23.2K -334 -7%
BFC
614
Blue Fin Capital
Rhode Island
$328K -$11.8K -170 -3%
JFL
615
Jarislowsky, Fraser Ltd
Quebec, Canada
$327K
LW
616
Linscomb Wealth
Texas
$325K -$13.9K -200 -4%
AAP
617
Arax Advisory Partners
Colorado
$324K -$103K -1,482 -24%
AHB
618
Abner Herrman & Brock
New Jersey
$324K -$4.17K -60 -1%
PIM
619
Penobscot Investment Management
Massachusetts
$324K
FIM
620
Fruth Investment Management
Texas
$322K
MA
621
MUFG Americas
New York
$320K +$4.79K +69 +2%
SCI
622
Stableford Capital II
Arizona
$320K +$320K +4,606 New
PL
623
Perpetual Ltd
Australia
$312K
AI
624
Atria Investments
North Carolina
$309K +$54.6K +786 +21%
GLA
625
Good Life Advisors
Pennsylvania
$308K -$7.57K -109 -2%

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.