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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
GLA
626
Good Life Advisors
Pennsylvania
$310K -$8.03K -124 -3%
MA
627
MUFG Americas
New York
$304K -$490K -7,565 -63%
PL
628
Perpetual Ltd
Australia
$304K +$291K +4,498 New
WSFS
629
Wilmington Savings Fund Society
Delaware
$298K +$5.38K +83 +2%
FDS
630
First Dallas Securities
Texas
$297K
LFR
631
Lehman Financial Resources
Pennsylvania
$297K +$2.65K +41 +0.9%
BAM
632
Brave Asset Management
New Jersey
$296K
CS
633
Cannell & Spears
New York
$292K -$4.21K -65 -1%
RW
634
Rand Wealth
Maryland
$291K
AW
635
ACG Wealth
Georgia
$291K +$18.7K +288 +7%
FANJ
636
Financial Architects (New Jersey)
New Jersey
$286K -$13.3K -206 -5%
HIC
637
Holderness Investments Company
North Carolina
$286K +$45.3K +700 +20%
GWM
638
GSB Wealth Management
Connecticut
$285K
VanEck Associates
639
VanEck Associates
New York
$285K +$42K +649 +18%
OFW
640
Omnia Family Wealth
Florida
$280K +$583 +9 +0.2%
BIA
641
Barry Investment Advisors
Massachusetts
$280K +$1.23K +19 +0.5%
LIM
642
Lathrop Investment Management
Arkansas
$274K
STMM
643
South Texas Money Management
Texas
$273K -$154K -2,372 -37%
RMCM
644
Reynders McVeigh Capital Management
Massachusetts
$273K -$71K -1,097 -21%
KFC
645
Klingenstein Fields & Co
New York
$273K -$972 -15 -0.4%
PCMM
646
Private Capital Management (Minnesota)
Minnesota
$269K -$168K -2,600 -39%
RHBC
647
R.H. Bluestein & Co
Michigan
$269K -$149K -2,300 -37%
LBC
648
Lowe Brockenbrough & Co
Virginia
$269K
FHA
649
Flagship Harbor Advisors
Massachusetts
$258K +$2.98K +46 +1%
First Manhattan
650
First Manhattan
New York
$257K

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.