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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
PSF
726
Pacific Sun Financial
California
$275K +$279K +3,731 New
RMCM
727
Reynders McVeigh Capital Management
Massachusetts
$273K
APG
728
Abacus Planning Group
South Carolina
$272K +$277K +3,702 New
PA
729
Parallel Advisors
California
$271K +$37.2K +498 +16%
CAG
730
Csenge Advisory Group
Florida
$271K +$44.8K +600 +19%
CBT
731
Capital Bank & Trust
California
$270K +$33.9K +454 +14%
Fisher Asset Management
732
Fisher Asset Management
Washington
$269K -$16.9K -226 -6%
GRP
733
Global Retirement Partners
California
$269K +$29.1K +390 +12%
JIC
734
Joel Isaacson & Co
New York
$267K +$271K +3,623 New
SBH
735
Segall Bryant & Hamill
Illinois
$264K -$47.4K -635 -15%
Simplex Trading
736
Simplex Trading
Illinois
$261K -$969K -12,969 -78%
FNBSF
737
First National Bank Sioux Falls
South Dakota
$259K
OPCM
738
Osborne Partners Capital Management
California
$259K
QCG
739
Quadrant Capital Group
Ohio
$259K
NFG
740
Nations Financial Group
Iowa
$258K +$7.47K +100 +3%
IAA
741
Independent Advisor Alliance
North Carolina
$258K +$270K +3,615 New
FG
742
Fiduciary Group
Georgia
$257K
TAM
743
Tiverton Asset Management
Delaware
$255K +$4.86K +65 +2%
CCA
744
Cobblestone Capital Advisors
New York
$253K
DAM
745
Delta Asset Management
Tennessee
$250K
NB
746
Northwest Bancshares
Pennsylvania
$250K +$254K +3,400 New
BAS
747
Brown Advisory Securities
Maryland
$248K +$4.26K +57 +2%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$245K +$8.22K +110 +3%
Fayez Sarofim & Co
749
Fayez Sarofim & Co
Texas
$244K
TWM
750
Torch Wealth Management
Ohio
$243K +$1.64K +22 +0.7%

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.