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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
LFR
626
Lehman Financial Resources
Pennsylvania
$308K
BAM
627
Brave Asset Management
New Jersey
$307K
FDS
628
First Dallas Securities
Texas
$307K
CSS
629
Cubist Systematic Strategies
Connecticut
$305K -$1.35M -19,453 -82%
MHIM
630
MacNealy Hoover Investment Management
Ohio
$304K -$26.1K -375 -8%
CS
631
Cannell & Spears
New York
$302K
DG
632
Davidson & Garrard
Virginia
$298K -$64.6K -930 -18%
HIC
633
Holderness Investments Company
North Carolina
$296K
Capital Fund Management (CFM)
634
Capital Fund Management (CFM)
France
$296K +$296K +4,263 New
GWM
635
GSB Wealth Management
Connecticut
$295K
BA
636
Boston Advisors
Massachusetts
$294K +$294K +4,235 New
STMM
637
South Texas Money Management
Texas
$292K +$9.79K +141 +3%
BIA
638
Barry Investment Advisors
Massachusetts
$291K +$1.18K +17 +0.4%
PI
639
PineBridge Investments
New York
$291K +$261K +3,761 +904%
CA
640
Clearstead Advisors
Ohio
$291K +$290K +4,177 New
CNBT
641
Canandaigua National Bank & Trust
New York
$290K +$290K +4,170 New
CFG
642
Citizens Financial Group
Rhode Island
$289K -$63.3K -911 -18%
LNC
643
Lincoln National Corp
Pennsylvania
$289K +$46.3K +666 +19%
SBH
644
Segall Bryant & Hamill
Illinois
$289K +$289K +4,167 New
FANJ
645
Financial Architects (New Jersey)
New Jersey
$288K -$8.34K -120 -3%
SAM
646
Silvercrest Asset Management
New York
$283K -$412K -5,932 -59%
RHBC
647
R.H. Bluestein & Co
Michigan
$278K
SS
648
Simplicity Solutions
Minnesota
$278K +$15K +216 +6%
FFBTD
649
First Financial Bank - Trust Division
Ohio
$277K +$69.3K +997 +33%
LBC
650
Lowe Brockenbrough & Co
Virginia
$276K -$2.08K -30 -0.7%

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.