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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
RIM
751
Rampart Investment Management
Connecticut
$91K +$88K +1,358 New
WIM
752
Westside Investment Management
California
$89.1K
QAM
753
QCI Asset Management
New York
$81K +$14.9K +230 +24%
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$79.1K -$23.8K -368 -24%
HCA
755
Harbour Capital Advisors
Virginia
$78.4K +$75.6K +1,168 New
LWM
756
Lenox Wealth Management
Ohio
$74K -$1.68K -26 -2%
PG
757
Patten Group
Tennessee
$74K +$6.87K +106 +11%
AIM
758
Arcadia Investment Management
Michigan
$71K -$4.86K -75 -7%
EWM
759
Endurance Wealth Management
Rhode Island
$71K +$25.9K +400 +61%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$69K
PB
761
Pinnacle Bancorp
Nebraska
$69K +$66.4K +1,025 New
SA
762
SpiderRock Advisors
Delaware
$68K
SIM
763
Sonora Investment Management
Arizona
$67.1K
HSA
764
Hussman Strategic Advisors
Maryland
$67K -$6.48M -100,000 -99%
AF
765
Arrow Financial
New York
$67K
FWM
766
Focused Wealth Management
New York
$65K
MFBTD
767
MB Financial Bank - Trust Department
Illinois
$65K
RAM
768
Riggs Asset Management
Pennsylvania
$64K
LNB
769
Ledyard National Bank
$64K +$3.24K +50 +6%
BIG
770
Bellwether Investment Group
Tennessee
$60K -$51.5K -795 -47%
AOWM
771
Alpha Omega Wealth Management
Virginia
$60K
OC
772
Oakworth Capital
Alabama
$60K
HWP
773
Hefty Wealth Partners
Indiana
$60K +$10.1K +156 +21%
EA
774
Edge Advisors
Georgia
$58K
TC
775
Trust Company
Kansas
$58K

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.