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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
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$217K +3,128 New
HCM
702
Hall Capital Management
Rhode Island
$215K
FI
703
FormulaFolio Investments
Michigan
$214K -$7.5K -108 -3%
TCOV
704
Trust Company of Vermont
Vermont
$213K +$17.4K +250 +9%
PAA
705
Peregrine Asset Advisers
Oregon
$211K
WSFS
706
Wilmington Savings Fund Society
Delaware
$210K -$97.7K -1,407 -32%
PFSC
707
Peoples Financial Services Corp
Pennsylvania
$210K -$13.9K -200 -6%
FPFS
708
First Personal Financial Services
North Carolina
$210K
BMC
709
Beaton Management Company
Massachusetts
$210K +$210K +3,021 New
UR
710
USCA RIA
Texas
$209K -$34.7K -500 -14%
FCFC
711
First Commonwealth Financial Corp
Pennsylvania
$209K +$209K +3,007 New
IIC
712
Ironwood Investment Counsel
Arizona
$208K
AA
713
ALPS Advisors
Colorado
$208K +$208K +3,001 New
SPIA
714
Steward Partners Investment Advisory
New York
$207K -$164K -2,363 -44%
AIP
715
Ahrens Investment Partners
Louisiana
$207K +$207K +2,974 New
FHC
716
First Heartland Consultants
Missouri
$206K -$2.02K -29 -1%
BFG
717
Bouchey Financial Group
New York
$206K +$206K +2,961 New
TYCC
718
Texas Yale Capital Corp
Florida
$205K +$205K +2,945 New
SYBT
719
Stock Yards Bank & Trust
Kentucky
$204K +$203K +2,925 New
PP
720
Patten & Patten
Tennessee
$203K +$203K +2,921 New
ARMT
721
Amica Retiree Medical Trust
Rhode Island
$202K
BTNA
722
Bremer Trust National Association
Minnesota
$202K +$203K +2,915 New
TCM
723
Tetrem Capital Management
Manitoba, Canada
$201K -$158K -2,269 -44%
GLA
724
Great Lakes Advisors
Illinois
$201K +$201K +2,896 New
GP
725
Girard Partners
Pennsylvania
$200K +$200K +2,881 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.