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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
MCWS
676
McKinley Carter Wealth Services
West Virginia
$239K -$11K -158 -4%
LPT
677
Legacy Private Trust
Wisconsin
$239K -$6.18K -89 -3%
CCA
678
Cobblestone Capital Advisors
New York
$239K +$7.22K +104 +3%
GC
679
Gilbert & Cook
Iowa
$239K +$239K +3,437 New
KA
680
Kovack Advisors
Florida
$237K +$237K +3,412 New
CLOS
681
Compagnie Lombard Odier SCmA
Switzerland
$236K -$160K -2,301 -40%
NFG
682
Nations Financial Group
Iowa
$236K +$486 +7 +0.2%
WF
683
Welch & Forbes
Massachusetts
$235K -$834 -12 -0.4%
QCG
684
Quadrant Capital Group
Ohio
$233K -$15.2K -219 -6%
BAS
685
Brown Advisory Securities
Maryland
$233K +$3.47K +50 +2%
CL
686
Choreo LLC
Illinois
$232K -$3.4K -49 -1%
DAM
687
Delta Asset Management
Tennessee
$231K
Fayez Sarofim & Co
688
Fayez Sarofim & Co
Texas
$231K
CBT
689
Capital Bank & Trust
California
$231K +$231K +3,326 New
FHA
690
Flagship Harbor Advisors
Massachusetts
$230K -$33.9K -488 -13%
TWM
691
Torch Wealth Management
Ohio
$227K +$1.53K +22 +0.7%
AIM
692
Anchor Investment Management
South Carolina
$224K -$2.22K -32 -1%
CIC
693
Crawford Investment Counsel
Georgia
$224K
CAL
694
Capital Advisors Ltd
Ohio
$222K
PAM
695
Private Asset Management
California
$221K +$1.32K +19 +0.6%
PA
696
Parallel Advisors
California
$221K +$30.8K +443 +16%
LIM
697
Lathrop Investment Management
Arkansas
$220K -$63.9K -920 -23%
KWMG
698
King Wealth Management Group
Florida
$219K
AW
699
Alpha Windward
Massachusetts
$218K +$903 +13 +0.4%
ZCA
700
Zeke Capital Advisors
Pennsylvania
$218K +$218K +3,136 New

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.