We are live on ! Find out more
AEP icon

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
BC
51
Brookfield Corp
Ontario, Canada
$97.1M +$98.6M +1,319,580 New
PAM
52
Panagora Asset Management
Massachusetts
$93.3M +$55.6M +744,363 +142%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$93.3M +$2.54M +33,938 +3%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.6M -$8.72M -116,766 -9%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$90.8M -$27.2M -363,791 -23%
UBS Group
56
UBS Group
Switzerland
$89.4M -$4.39M -58,721 -5%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$84.5M -$9.04M -120,941 -10%
Barclays
58
Barclays
United Kingdom
$80.3M +$6.28M +84,100 +8%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$74.8M +$16M +213,486 +27%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$73.7M -$1.78M -23,796 -2%
Principal Financial Group
61
Principal Financial Group
Iowa
$73.4M +$1.5M +20,090 +2%
RJA
62
Raymond James & Associates
Florida
$70.8M +$285K +3,814 +0.4%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$69.6M +$4.77M +63,906 +7%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$67.4M +$635K +8,493 +0.9%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$67.2M +$2.55M +34,087 +4%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$64.8M +$14.5M +194,158 +28%
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$64.8M +$53K +709 +0.1%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$63.9M +$1.21M +16,198 +2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$62.2M +$346K +4,632 +0.6%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$62.1M -$40M -535,180 -39%
GF
71
Gabelli Funds
New York
$60.3M +$149K +2,000 +0.2%
Asset Management One
72
Asset Management One
Japan
$59.1M -$583K -7,808 -1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$57.9M +$299K +4,000 +0.5%
DZ Bank
74
DZ Bank
Germany
$56.2M +$3.48M +46,570 +6%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$55.8M -$64M -857,176 -53%

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.