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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
PL
651
Parkwood LLC
Ohio
$256K -$26.4K -408 -10%
SS
652
Simplicity Solutions
Minnesota
$255K +$246K +3,792 New
BCM
653
Bienville Capital Management
New York
$253K
LOAMS
654
Lombard Odier Asset Management (Switzerland)
Switzerland
$252K +$243K +3,758 New
QCG
655
Quadrant Capital Group
Ohio
$250K +$3.43K +53 +1%
CAM
656
Cypress Asset Management
Texas
$249K -$16.2K -250 -6%
AI
657
Atria Investments
North Carolina
$246K +$12.4K +191 +6%
WAM
658
Wealthspire Advisors (Maryland)
Maryland
$245K +$9.07K +140 +4%
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$243K -$58.3K -900 -20%
S
660
SignatureFD
Georgia
$243K -$324 -5 -0.1%
MCWS
661
McKinley Carter Wealth Services
West Virginia
$242K -$21.6K -333 -8%
LPT
662
Legacy Private Trust
Wisconsin
$237K -$54.7K -845 -19%
MCP
663
Mirador Capital Partners
California
$237K +$4.4K +68 +2%
FNBSF
664
First National Bank Sioux Falls
South Dakota
$236K -$6.48K -100 -3%
SQA
665
Simon Quick Advisors
New Jersey
$236K +$227K +3,510 New
UR
666
USCA RIA
Texas
$235K -$1.51M -23,363 -87%
OPCM
667
Osborne Partners Capital Management
California
$235K -$25.6K -396 -10%
CT
668
Coastline Trust
Rhode Island
$235K -$8.74K -135 -4%
UBWV
669
United Bank (West Virginia)
West Virginia
$235K -$3.24K -50 -1%
FG
670
Fiduciary Group
Georgia
$235K
LNC
671
Lincoln National Corp
Pennsylvania
$235K +$1.17K +18 +0.5%
ABTD
672
Arvest Bank Trust Division
Oklahoma
$234K -$22.3K -344 -9%
CA
673
CapWealth Advisors
Tennessee
$232K -$65.4K -1,009 -23%
IAM
674
Impax Asset Management
New Hampshire
$231K +$13K +200 +6%
WP
675
WealthSource Partners
California
$231K +$222K +3,435 New

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.