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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
PFSC
776
Peoples Financial Services Corp
Pennsylvania
$223K
EWF
777
Epstein & White Financial
California
$223K +$210K +2,816 New
BMC
778
Beaton Management Company
Massachusetts
$219K -$3.74K -50 -2%
AIP
779
Ahrens Investment Partners
Louisiana
$219K
FCFC
780
First Commonwealth Financial Corp
Pennsylvania
$218K -$13.1K -175 -6%
FFBTD
781
First Financial Bank - Trust Division
Ohio
$215K -$18.7K -250 -8%
GP
782
Girard Partners
Pennsylvania
$215K +$218K +2,917 New
EDRH
783
Edmond de Rothschild Holding
Switzerland
$214K -$971 -13 -0.4%
ARMT
784
Amica Retiree Medical Trust
Rhode Island
$214K
ST
785
Sentinel Trust
Texas
$212K -$147K -1,962 -41%
CC
786
Cannell & Co
New York
$212K +$1.79K +24 +0.8%
SCA
787
Snowden Capital Advisors
New York
$211K -$268K -3,592 -56%
EFS
788
Essex Financial Services
Connecticut
$211K -$46.3K -620 -18%
CCC
789
Chelsea Counsel Company
California
$210K
CC
790
Cornerstone Capital
California
$210K
FHC
791
First Heartland Consultants
Missouri
$208K -$21.8K -292 -9%
KTC
792
Kistler-Tiffany Companies
Pennsylvania
$208K -$5.83K -78 -3%
CCM
793
Cribstone Capital Management
Maine
$208K +$224 +3 +0.1%
ACG
794
Allen Capital Group
Nebraska
$208K +$211K +2,826 New
MBTD
795
Mechanics Bank - Trust Department
California
$208K +$211K +2,829 New
TCOV
796
Trust Company of Vermont
Vermont
$207K -$18.7K -250 -8%
CPIG
797
Chicago Partners Investment Group
Illinois
$207K +$90K +1,205 +75%
BC
798
Banced Corp
Illinois
$207K +$210K +2,817 New
FCB
799
First Command Bank
Texas
$206K +$44.8K +600 +27%
FCFS
800
First Command Financial Services
Texas
$206K +$44.8K +600 +27%

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.