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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
DSC
651
Duncker Streett & Co
Missouri
$366K +$299 +4 +0.1%
CG
652
Cutler Group
California
$364K +$370K +4,954 New
SSB
653
Sandy Spring Bank
Maryland
$361K -$15.6K -209 -4%
BSW
654
Buckingham Strategic Wealth
Missouri
$361K +$75 +1 +0%
APA
655
American Portfolios Advisors
New York
$360K +$366K +4,899 New
FSA
656
Franklin Street Advisors
North Carolina
$360K
BFC
657
Blue Fin Capital
Rhode Island
$360K +$12.7K +170 +4%
HFM
658
Hartford Financial Management
Connecticut
$357K -$37.4K -500 -9%
RW
659
Rand Wealth
Maryland
$354K +$77.3K +1,035 +27%
KWM
660
Kingsview Wealth Management
Oregon
$349K -$15.2K -203 -4%
TCM
661
Teza Capital Management
Illinois
$347K +$352K +4,713 New
CIC
662
Carnegie Investment Counsel
Ohio
$345K -$12K -160 -3%
IAM
663
Impax Asset Management
New Hampshire
$338K +$33.7K +451 +11%
CPA
664
Cowen Prime Advisors
New York
$335K -$149K -2,000 -31%
CL
665
Choreo LLC
Illinois
$335K +$104K +1,394 +44%
S
666
SignatureFD
Georgia
$332K +$56.7K +759 +20%
AHB
667
Abner Herrman & Brock
New Jersey
$330K -$5.23K -70 -2%
ASN
668
Advisory Services Network
Georgia
$329K +$92.5K +1,238 +38%
SMG
669
Smart Money Group
Texas
$328K +$333K +4,453 New
TVWM
670
Tower View Wealth Management
Wisconsin
$328K +$333K +4,460 New
FDS
671
First Dallas Securities
Texas
$326K
FIM
672
Fruth Investment Management
Texas
$325K -$7.47K -100 -2%
BAM
673
Brave Asset Management
New Jersey
$325K
BAM
674
Belpointe Asset Management
Nevada
$324K +$56.3K +753 +21%
BC
675
Burney Company
Virginia
$324K +$330K +4,410 New

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.