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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
LM
51
Luminus Management
Texas
$89.8M +$34.8M +537,503 +67%
EIP
52
Energy Income Partners
Connecticut
$88.3M +$1.54M +23,774 +2%
TA
53
Teachers Advisors
New York
$87.5M +$3.06M +47,213 +4%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$86.3M -$2.56M -39,505 -3%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$84.8M -$38.2M -590,536 -32%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$79.9M -$2.05M -31,600 -3%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$79.3M -$954K -14,727 -1%
PI
58
PGGM Investments
Netherlands
$76.8M -$4.49M -69,300 -6%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$76.3M +$9.31M +143,808 +14%
Prudential Financial
60
Prudential Financial
New Jersey
$73.8M -$109M -1,677,890 -60%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$73.4M -$3.34M -51,545 -5%
DPIM
62
Duff & Phelps Investment Management
Illinois
$70M +$897K +13,855 +1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$67.9M -$2.88M -44,500 -4%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$67.3M +$50.6M +780,900 +353%
PPA
65
Parametric Portfolio Associates
Washington
$66.1M -$25.6M -395,732 -29%
Barclays
66
Barclays
United Kingdom
$65.5M +$3.26M +50,360 +5%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$64.7M -$27.5M -425,349 -31%
UBS Group
68
UBS Group
Switzerland
$63.4M -$30M -462,812 -33%
GIA
69
Gateway Investment Advisers
Ohio
$62.5M +$4.86M +75,059 +9%
LC
70
LNZ Capital
New York
$61.4M +$47.6M +735,000 +408%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$58.5M +$1.7M +26,321 +3%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$58M +$2.34M +36,160 +4%
BC
73
Brookfield Corp
Ontario, Canada
$56.9M +$54.9M +847,080 New
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$56.5M -$1.14M -17,555 -2%
GF
75
Gabelli Funds
New York
$55.3M

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.