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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
726
Seven Eight Capital
New York
$228K +$222K +3,291 New
PFS
727
Prospera Financial Services
Texas
$227K -$22.9K -340 -9%
TWM
728
Torch Wealth Management
Ohio
$226K +$1.89K +28 +0.9%
AWA
729
Arete Wealth Advisors
Illinois
$226K +$219K +3,258 New
AW
730
ACG Wealth
Georgia
$224K -$16.4K -244 -7%
AW
731
Alpha Windward
Massachusetts
$224K +$3.37K +50 +2%
BHWM
732
Bar Harbor Wealth Management
New Hampshire
$222K +$5.72K +85 +3%
DWM
733
Destination Wealth Management
California
$222K +$216K +3,212 New
CAL
734
Capital Advisors Ltd
Ohio
$221K
WF
735
Welch & Forbes
Massachusetts
$221K +$8.08K +120 +4%
PFM
736
Parsec Financial Management
North Carolina
$221K +$215K +3,193 New
LIM
737
Lathrop Investment Management
Arkansas
$219K
EFS
738
Essex Financial Services
Connecticut
$217K -$10.8K -160 -5%
JCM
739
Jacobi Capital Management
Pennsylvania
$217K +$47.3K +702 +29%
AIM
740
Anchor Investment Management
South Carolina
$217K
KWM
741
Kingsview Wealth Management
Oregon
$216K -$97K -1,440 -32%
TIA
742
Tiemann Investment Advisors
California
$216K -$20.2K -300 -9%
Fisher Asset Management
743
Fisher Asset Management
Washington
$216K -$808 -12 -0.4%
HFA
744
Huber Financial Advisors
Illinois
$216K +$210K +3,122 New
IIC
745
Ironwood Investment Counsel
Arizona
$215K
WTB
746
Washington Trust Bank
Washington
$215K
APA
747
American Portfolios Advisors
New York
$213K -$1.75K -26 -0.8%
CBT
748
Capital Bank & Trust
California
$211K -$14.5K -216 -7%
PAA
749
Peregrine Asset Advisers
Oregon
$211K
Wolverine Trading
750
Wolverine Trading
Illinois
$211K

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.