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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
Citadel Advisors
51
Citadel Advisors
Florida
$95M -$18.8M -270,481 -17%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.2M -$1.23M -17,725 -1%
APG Asset Management
53
APG Asset Management
Netherlands
$92.6M -$7.23M -104,107 -7%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$90.4M +$1.1M +15,861 +1%
EIP
55
Energy Income Partners
Connecticut
$89.5M -$1.93M -27,839 -2%
Deutsche Bank
56
Deutsche Bank
Germany
$85.9M -$59.8M -860,361 -41%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$83.4M +$34.1M +491,200 +69%
LM
58
Luminus Management
Texas
$81.6M -$11.3M -163,027 -12%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$81.1M +$14.1M +203,324 +21%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$80.5M -$2.18M -31,400 -3%
PI
61
PGGM Investments
Netherlands
$78.3M -$1.23M -17,694 -2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$74.4M -$1.55M -22,373 -2%
DPIM
63
Duff & Phelps Investment Management
Illinois
$72.4M -$41K -590 -0.1%
UBS Group
64
UBS Group
Switzerland
$71.7M +$6.08M +87,510 +9%
RJA
65
Raymond James & Associates
Florida
$69.4M +$14.2M +204,069 +26%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$67.4M -$14.6M -209,952 -18%
Barclays
67
Barclays
United Kingdom
$66.7M -$1.07M -15,420 -2%
Principal Financial Group
68
Principal Financial Group
Iowa
$64.9M +$16.7M +240,204 +35%
GIA
69
Gateway Investment Advisers
Ohio
$63.3M -$1.4M -20,151 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$63.2M -$7.04M -101,287 -10%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$60.9M +$907K +13,049 +2%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$60.6M +$12.6K +181 +0%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$57.9M +$948K +13,646 +2%
Asset Management One
74
Asset Management One
Japan
$57.2M +$587K +8,455 +1%
GF
75
Gabelli Funds
New York
$56.9M -$313K -4,500 -0.5%

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.