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
CRWM
751
Castle Rock Wealth Management
California
$242K +$246K +3,292 New
MCM
752
Manchester Capital Management
Vermont
$239K +$31.8K +425 +15%
LW
753
Linscomb Wealth
Texas
$238K -$107K -1,437 -31%
MHIM
754
MacNealy Hoover Investment Management
Ohio
$238K -$48.6K -650 -17%
CIC
755
Crawford Investment Counsel
Georgia
$238K
IA
756
IFG Advisory
Georgia
$238K +$242K +3,241 New
AIM
757
Anchor Investment Management
South Carolina
$238K
ED
758
Exane Derivatives
France
$238K -$107K -1,429 -31%
CAL
759
Capital Advisors Ltd
Ohio
$235K
FHA
760
Flagship Harbor Advisors
Massachusetts
$235K +$1.05K +14 +0.4%
KA
761
Kovack Advisors
Florida
$234K -$13.8K -185 -6%
KWMG
762
King Wealth Management Group
Florida
$232K
LIM
763
Lathrop Investment Management
Arkansas
$232K
CNBT
764
Canandaigua National Bank & Trust
New York
$230K -$74K -990 -24%
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$230K -$15.5K -207 -6%
RCAG
766
Rehmann Capital Advisory Group
Michigan
$230K +$3.88K +52 +2%
WTB
767
Washington Trust Bank
Washington
$229K -$16.9K -226 -7%
HCM
768
Hall Capital Management
Rhode Island
$228K
IIC
769
Ironwood Investment Counsel
Arizona
$228K +$8.29K +111 +4%
AW
770
Alpha Windward
Massachusetts
$227K -$2.69K -36 -1%
SEC
771
Seven Eight Capital
New York
$227K +$231K +3,091 New
ISL
772
Ingalls & Snyder LLC
New York
$226K +$229K +3,069 New
BIC
773
Bridges Investment Counsel
Nebraska
$225K +$7.47K +100 +3%
PAM
774
Private Asset Management
California
$224K -$69.1K -925 -23%
PAA
775
Peregrine Asset Advisers
Oregon
$224K

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.