We are live on ! Find out more
AEP icon

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
EWF
751
Epstein & White Financial
California
$210K -$13.9K -206 -7%
MHIM
752
MacNealy Hoover Investment Management
Ohio
$210K
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$210K
ACC
754
Accident Compensation Corp
New Zealand
$208K
CFG
755
Citizens Financial Group
Rhode Island
$208K +$2.9K +43 +1%
RWP
756
RWA Wealth Partners
Massachusetts
$207K +$121K +1,791 +150%
AIP
757
Ahrens Investment Partners
Louisiana
$206K
BMC
758
Beaton Management Company
Massachusetts
$206K
FCFC
759
First Commonwealth Financial Corp
Pennsylvania
$205K
IAA
760
Independent Advisor Alliance
North Carolina
$204K -$50.9K -756 -20%
SWP
761
Strategic Wealth Partners
Ohio
$202K -$504K -7,477 -72%
ARMT
762
Amica Retiree Medical Trust
Rhode Island
$201K
CCM
763
Cribstone Capital Management
Maine
$196K +$269 +4 +0.1%
MCM
764
Manchester Capital Management
Vermont
$195K
TL
765
TrueWealth LLC
Georgia
$186K +$9.77K +145 +6%
GI
766
Gradient Investments
Minnesota
$184K +$15.4K +228 +9%
C
767
Cerebellum
California
$180K -$20.6K -306 -11%
MMG
768
Monetary Management Group
Missouri
$177K
IFAM
769
Institutional & Family Asset Management
Colorado
$176K +$168K +2,500 +6,250%
Qube Research & Technologies (QRT)
770
Qube Research & Technologies (QRT)
United Kingdom
$171K -$370K -5,495 -69%
AAP
771
Arax Advisory Partners
Colorado
$171K +$12.1K +180 +8%
JWBC
772
John W. Bristol & Co
New York
$170K
RFA
773
Reilly Financial Advisors
California
$165K
MSA
774
Marino Stram & Associates
Massachusetts
$161K -$8.28K -123 -5%
AA
775
AlphaMark Advisors
Kentucky
$159K

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.