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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
CS
676
Comerica Securities
Michigan
$229K +$221K +3,416 New
NFG
677
Nations Financial Group
Iowa
$228K -$12.4K -191 -5%
CL
678
Choreo LLC
Illinois
$227K -$19.9K -307 -8%
WF
679
Welch & Forbes
Massachusetts
$227K -$18.3K -283 -8%
SMC
680
Smith, Moore & Co
Missouri
$227K +$972 +15 +0.4%
CCA
681
Cobblestone Capital Advisors
New York
$224K +$6.48K +100 +3%
DAM
682
Delta Asset Management
Tennessee
$223K
Fayez Sarofim & Co
683
Fayez Sarofim & Co
Texas
$223K
BAS
684
Brown Advisory Securities
Maryland
$220K +$212K +3,273 New
AIM
685
Anchor Investment Management
South Carolina
$219K
TWM
686
Torch Wealth Management
Ohio
$218K +$1.55K +24 +0.7%
CIC
687
Crawford Investment Counsel
Georgia
$217K -$24.2K -373 -10%
PFSC
688
Peoples Financial Services Corp
Pennsylvania
$217K +$58.3K +900 +39%
CGT
689
Capital Guardian Trust
California
$216K -$213K -3,290 -51%
CAL
690
Capital Advisors Ltd
Ohio
$214K
FI
691
FormulaFolio Investments
Michigan
$214K +$206K +3,187 New
KWMG
692
King Wealth Management Group
Florida
$212K +$204K +3,153 New
PAM
693
Private Asset Management
California
$212K +$204K +3,156 New
AW
694
Alpha Windward
Massachusetts
$209K +$1.55K +24 +0.8%
HCM
695
Hall Capital Management
Rhode Island
$208K -$13K -200 -6%
PAA
696
Peregrine Asset Advisers
Oregon
$204K -$3.63M -56,057 -95%
FPFS
697
First Personal Financial Services
North Carolina
$203K -$16.2K -250 -8%
SCM
698
Sterling Capital Management
North Carolina
$202K -$19.6K -303 -9%
CCM
699
Cribstone Capital Management
Maine
$201K -$35.6K -550 -16%
FHC
700
First Heartland Consultants
Missouri
$201K -$13.7K -212 -7%

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.