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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
Simplex Trading
776
Simplex Trading
Illinois
$78K +$78.5K +1,130 New
GLI
777
Guardian Life Insurance
New York
$77K -$54.5K -785 -41%
WHG
778
Westwood Holdings Group
Texas
$77K +$77.2K +1,111 New
EWM
779
Endurance Wealth Management
Rhode Island
$73K
PG
780
Patten Group
Tennessee
$71K -$7.36K -106 -10%
PFGIA
781
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$834 +12 +1%
SIM
782
Sonora Investment Management
Arizona
$69.5K
AF
783
Arrow Financial
New York
$69K
HSA
784
Hussman Strategic Advisors
Maryland
$69K
MFBTD
785
MB Financial Bank - Trust Department
Illinois
$68K
RAM
786
Riggs Asset Management
Pennsylvania
$66K
FWM
787
Focused Wealth Management
New York
$63K -$3.4K -49 -5%
AOWM
788
Alpha Omega Wealth Management
Virginia
$63K
HWP
789
Hefty Wealth Partners
Indiana
$62K
OC
790
Oakworth Capital
Alabama
$62K
KF
791
Krilogy Financial
Missouri
$61K +$208 +3 +0.3%
VWA
792
V Wealth Advisors
Kansas
$61K +$59.9K +862 New
EA
793
Edge Advisors
Georgia
$60K
TC
794
Trust Company
Kansas
$60K
JWA
795
JFS Wealth Advisors
Pennsylvania
$60K +$1.04K +15 +2%
IR
796
Invictus RG
Bermuda
$60K +$59.6K +858 New
CCMW
797
Cypress Capital Management (Wyoming)
Wyoming
$58K
BRC
798
Bell Rock Capital
Delaware
$56K
LF
799
Lee Financial
Texas
$56K
SBL
800
Sargent Bickham Lagudis
Colorado
$56K

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.