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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
FFBTD
701
First Financial Bank - Trust Division
Ohio
$201K +$194K +2,990 New
IIC
702
Ironwood Investment Counsel
Arizona
$201K +$194K +3,000 New
ARMT
703
Amica Retiree Medical Trust
Rhode Island
$195K
TCOV
704
Trust Company of Vermont
Vermont
$190K +$21.9K +338 +14%
MCM
705
Manchester Capital Management
Vermont
$189K
JGIA
706
Jackson Grant Investment Advisers
Connecticut
$189K +$842 +13 +0.5%
AF
707
Allworth Financial
California
$187K
PA
708
Parallel Advisors
California
$183K +$16.6K +256 +11%
MA
709
MCF Advisors
Kentucky
$181K +$1.55K +24 +0.9%
WTB
710
Washington Trust Bank
Washington
$179K -$258K -3,976 -60%
MMG
711
Monetary Management Group
Missouri
$175K
ASN
712
Advisory Services Network
Georgia
$168K +$162K +2,508 New
FCB
713
First Command Bank
Texas
$165K -$14.2K -220 -8%
FCFS
714
First Command Financial Services
Texas
$165K -$14.2K -220 -8%
AA
715
AlphaMark Advisors
Kentucky
$164K
FNB
716
Farmers National Bank
Kentucky
$164K
SEC
717
Seven Eight Capital
New York
$161K +$155K +2,391 New
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K
RFA
719
Reilly Financial Advisors
California
$152K -$2.14K -33 -1%
BC
720
Bartlett & Co
Ohio
$152K
BAM
721
Barrett Asset Management
New York
$146K
PCFFS
722
Pacific Center for Financial Services
California
$146K
PMFA
723
Plante Moran Financial Advisors
Michigan
$143K +$14.5K +224 +12%
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$140K
M
725
MOTCO
Texas
$136K -$58.7K -906 -31%

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.