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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
PTC
626
Private Trust Company
Ohio
$407K -$4.18K -56 -1%
CK
627
Cohen Klingenstein
New York
$405K
DJSG
628
D.J. St. Germain
Massachusetts
$405K +$6.8K +91 +2%
BIM
629
Bridges Investment Management
Nebraska
$404K -$7.47K -100 -2%
NFA
630
Nuveen Fund Advisors
Illinois
$398K -$24.1K -322 -6%
PM
631
Parametrica Management
Hong Kong
$396K +$402K +5,380 New
ACP
632
Aviance Capital Partners
Florida
$394K -$74.5K -997 -16%
JFL
633
Jarislowsky, Fraser Ltd
Quebec, Canada
$394K
IBOK
634
Independence Bank of Kentucky
Kentucky
$392K +$398K +5,325 New
IFS
635
Ifrah Financial Services
Arkansas
$391K +$397K +5,320 New
FTIOP
636
Fiduciary Trust International of Pennsylvania
Pennsylvania
$389K -$8K -107 -2%
FHA
637
First Horizon Advisors
Tennessee
$388K +$16K +214 +4%
CIA
638
ClearBridge Investments (Australia)
Australia
$385K -$37.8M -506,273 -99%
LA
639
Lynch & Associates
Indiana
$384K
PIM
640
Penobscot Investment Management
Massachusetts
$384K
MWAC
641
Mariner Wealth Advisors (Cincinnati)
Ohio
$381K -$80.9K -1,083 -17%
Group One Trading
642
Group One Trading
Illinois
$381K +$269K +3,596 +228%
LIM
643
Leavell Investment Management
Alabama
$379K
CAPTRUST Financial Advisors
644
CAPTRUST Financial Advisors
North Carolina
$379K +$336K +4,495 +690%
MRCM
645
M&R Capital Management
New Jersey
$377K -$101K -1,350 -21%
SIC
646
Salem Investment Counselors
North Carolina
$373K -$11.8K -158 -3%
AI
647
Atria Investments
North Carolina
$373K +$25.3K +339 +7%
WIA
648
Wealthstreet Investment Advisors
Texas
$372K +$377K +5,050 New
Jane Street
649
Jane Street
New York
$372K +$377K +5,052 New
MA
650
MUFG Americas
New York
$371K

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.