We are live on ! Find out more
AEP icon

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
NRS
601
Neville Rodie & Shaw
New York
$470K +$43.9K +588 +10%
DCM
602
Driehaus Capital Management
Illinois
$469K +$477K +6,380 New
HFS
603
Haverford Financial Services
Pennsylvania
$466K +$19.9K +267 +4%
CA
604
Continuum Advisory
Idaho
$465K +$20.5K +274 +5%
BO
605
Bank OZK
Arkansas
$463K -$9.71K -130 -2%
CAI
606
Capital Advisors Inc
Oklahoma
$457K -$44.3K -593 -9%
CWS
607
Cypress Wealth Services
California
$456K +$463K +6,193 New
CPA
608
Clear Perspective Advisors
Illinois
$448K -$38.6K -517 -8%
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
$448K -$5.23K -70 -1%
LCM
610
Liberty Capital Management
Michigan
$444K -$1.87K -25 -0.4%
NL
611
NVWM LLC
Pennsylvania
$444K +$450K +6,029 New
GBT
612
Grove Bank & Trust
Florida
$443K -$5.98K -80 -1%
LOAME
613
Lombard Odier Asset Management (Europe)
United Kingdom
$436K
PWW
614
Pettyjohn Wood & White
Virginia
$435K -$11.2K -150 -2%
PJSIMP
615
P.J. Schmidt Investment Management (PJS)
Wisconsin
$433K -$117K -1,572 -21%
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$432K +$62.4K +835 +17%
SL
617
Signition LP
New York
$432K +$438K +5,867 New
SMC
618
Smith, Moore & Co
Missouri
$430K +$46.7K +625 +12%
AP
619
Atwood & Palmer
Missouri
$427K
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$425K +$36.7K +491 +9%
SSA
621
South Street Advisors
New York
$420K -$112K -1,500 -21%
AT
622
Argent Trust
Texas
$415K +$2.09K +28 +0.5%
MC
623
Mathes Company
New York
$414K
CHC
624
City Holding Co
West Virginia
$410K -$38.7K -518 -9%
CG
625
CFO4Life Group
Texas
$409K +$1.27K +17 +0.3%

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.