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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
KFC
651
Klingenstein Fields & Co
New York
$275K -$6.95K -100 -2%
PAS
652
Park Avenue Securities
New York
$274K +$275K +3,964 New
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$273K +$20.8K +300 +8%
IAM
654
Impax Asset Management
New Hampshire
$267K +$27.8K +400 +12%
HJA
655
Hugh Johnson Advisors
New York
$267K +$267K +3,849 New
RW
656
Rand Wealth
Maryland
$263K -$38.9K -560 -13%
BCM
657
Bienville Capital Management
New York
$262K
LOAMS
658
Lombard Odier Asset Management (Switzerland)
Switzerland
$261K
SC
659
Savant Capital
Illinois
$261K +$261K +3,754 New
AW
660
ACG Wealth
Georgia
$259K -$42.9K -617 -14%
RMCM
661
Reynders McVeigh Capital Management
Massachusetts
$258K -$24.3K -350 -9%
MCP
662
Mirador Capital Partners
California
$258K +$7.99K +115 +3%
S
663
SignatureFD
Georgia
$257K +$6.04K +87 +2%
First Manhattan
664
First Manhattan
New York
$256K -$10K -144 -4%
OFW
665
Omnia Family Wealth
Florida
$253K -$36.5K -526 -13%
BA
666
Bristol Advisors
Pennsylvania
$250K +$250K +3,600 New
CS
667
Comerica Securities
Michigan
$246K +$8.27K +119 +3%
RCAG
668
Rehmann Capital Advisory Group
Michigan
$245K -$107K -1,540 -30%
FNBSF
669
First National Bank Sioux Falls
South Dakota
$244K
CT
670
Coastline Trust
Rhode Island
$243K
FG
671
Fiduciary Group
Georgia
$243K
OPCM
672
Osborne Partners Capital Management
California
$243K
UBWV
673
United Bank (West Virginia)
West Virginia
$243K
CT
674
Cambridge Trust
Massachusetts
$240K -$200K -2,885 -46%
SQA
675
Simon Quick Advisors
New Jersey
$240K -$3.47K -50 -1%

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.