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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
CCMW
776
Cypress Capital Management (Wyoming)
Wyoming
$56.1K
IP
777
Isthmus Partners
Wisconsin
$56K
KF
778
Krilogy Financial
Missouri
$55K
BRC
779
Bell Rock Capital
Delaware
$54K
LF
780
Lee Financial
Texas
$54K
SBL
781
Sargent Bickham Lagudis
Colorado
$54K
JWA
782
JFS Wealth Advisors
Pennsylvania
$53K
VCM
783
Versant Capital Management
Arizona
$52K -$2.33K -36 -4%
ED
784
Exane Derivatives
France
$48.9K +$47.2K +728 New
DOA
785
D'Orazio & Associates
Virginia
$48K
LWA
786
Lenox Wealth Advisors
New York
$47K
RFM
787
Royal Fund Management
Florida
$46K
IUHSA
788
Itau Unibanco Holding S.A.
Brazil
$44K -$46K -710 -52%
FFC
789
First Financial Corp
Indiana
$44K -$19.4K -300 -31%
CFA
790
Camarda Financial Advisors
Florida
$44K
SJIM
791
St. Johns Investment Management
Florida
$43K
WOC
792
West Oak Capital
California
$41.7K +$40.2K +621 New
BCM
793
Blume Capital Management
California
$41K
CBT
794
Central Bank & Trust
Kentucky
$41K
JG
795
Jefferies Group
New York
$41K +$8.36K +129 +27%
RPG
796
Risk Paradigm Group
Texas
$39.6K -$15.9K -246 -29%
AIM
797
Assured Investment Management
New York
$39K -$381K -5,878 -91%
BWA
798
Burt Wealth Advisors
Maryland
$39K -$6.74K -104 -15%
PFBT
799
Parkside Financial Bank & Trust
Missouri
$39K +$1.29K +20 +4%
IDBONY
800
Israel Discount Bank of New York
New York
$36K

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.