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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
MAM
751
Meeder Asset Management
Ohio
$128K
HI
752
Hudock Inc
Pennsylvania
$126K
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
$125K +$8.34K +120 +7%
IIC
754
Integrated Investment Consultants
Michigan
$124K
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K -$38.5K -554 -24%
TDC
756
Thompson Davis & Co
Virginia
$121K +$417 +6 +0.3%
CWM
757
Cranbrook Wealth Management
Michigan
$119K
TF
758
Tompkins Financial
New York
$119K
M
759
MOTCO
Texas
$118K -$21.9K -315 -16%
DIA
760
Davidson Investment Advisors
Montana
$117K
ST
761
Smithfield Trust
Pennsylvania
$117K +$8.68K +125 +8%
ZB
762
Zions Bancorporation
Utah
$114K -$2.5K -36 -2%
PMFA
763
Plante Moran Financial Advisors
Michigan
$110K -$38.7K -557 -26%
WCM
764
Wealthcare Capital Management
Virginia
$107K
BFEC
765
Benjamin F. Edwards & Company
Missouri
$102K -$36.5K -526 -26%
TWA
766
TCI Wealth Advisors
Arizona
$102K -$1.6K -23 -2%
LNB
767
Ledyard National Bank
$101K +$34.7K +500 +53%
TRCT
768
Tower Research Capital (TRC)
New York
$96K -$253K -3,643 -73%
FPB
769
First PREMIER Bank
South Dakota
$95K
WIM
770
Westside Investment Management
California
$90.5K
AIM
771
Arcadia Investment Management
Michigan
$88K +$14.9K +215 +20%
CT
772
Clearstead Trust
Maine
$87K +$86.8K +1,250 New
QAM
773
QCI Asset Management
New York
$84K
NIT
774
NumerixS Investment Technologies
British Columbia, Canada
$83K +$83.4K +1,200 New
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$81.9K

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.