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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
LFR
676
Lehman Financial Resources
Pennsylvania
$322K
CS
677
Cannell & Spears
New York
$320K
STA
678
Summit Trail Advisors
New York
$319K +$335K +4,486 New
TNBTD
679
Trustmark National Bank Trust Department
Mississippi
$318K -$30.8K -412 -9%
SYBT
680
Stock Yards Bank & Trust
Kentucky
$318K
CA
681
Clearstead Advisors
Ohio
$315K +$1.27K +17 +0.4%
SCM
682
Schnieders Capital Management
California
$314K -$72.3K -968 -18%
GWM
683
GSB Wealth Management
Connecticut
$313K
HIC
684
Holderness Investments Company
North Carolina
$313K
WF
685
Welch & Forbes
Massachusetts
$313K +$318K +4,253 New
LA
686
LexAurum Advisors
Kansas
$311K +$345K +4,616 New
AF
687
Allworth Financial
California
$310K -$208K -2,786 -40%
CCFCSB
688
Cape Cod Five Cents Savings Bank
Massachusetts
$310K -$74.8K -1,001 -19%
FANJ
689
Financial Architects (New Jersey)
New Jersey
$309K +$4.78K +64 +2%
SPIA
690
Steward Partners Investment Advisory
New York
$309K +$28.2K +378 +10%
MWM
691
Mission Wealth Management
California
$309K +$314K +4,200 New
AA
692
ALPS Advisors
Colorado
$307K +$36.7K +491 +13%
CFG
693
Citizens Financial Group
Rhode Island
$306K
SCM
694
Shelton Capital Management
Colorado
$305K -$52.3K -700 -14%
AWM
695
Altium Wealth Management
New York
$304K +$309K +4,138 New
CA
696
Calton & Associates
Florida
$304K +$331K +4,425 New
JWS
697
Juncture Wealth Strategies
Arizona
$302K -$105K -1,400 -25%
SAM
698
Silvercrest Asset Management
New York
$300K -$2.02K -27 -0.7%
UBV
699
United Bank (Virginia)
Virginia
$300K +$304K +4,075 New
BA
700
Boston Advisors
Massachusetts
$298K -$3.74K -50 -1%

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.