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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
RFWA
801
RPg Family Wealth Advisory
Massachusetts
$35.3K -$21.6K -334 -39%
PIM
802
Parasol Investment Management
Illinois
$35K -$202K -3,125 -86%
JCM
803
Jacobi Capital Management
Pennsylvania
$35K
TJHA
804
Thomas J. Herzfeld Advisors
Florida
$35K
VNA
805
Valley National Advisers
Pennsylvania
$35K
ACM
806
Armbruster Capital Management
New York
$34K
LWA
807
Lowe Wealth Advisors
Maryland
$34K
BIMC
808
Benson Investment Management Company
Virginia
$33K
ECM
809
Estabrook Capital Management
New York
$31.9K
YWP
810
YorkBridge Wealth Partners
New York
$31K
AssetMark Inc
811
AssetMark Inc
California
$30K
Acadian Asset Management
812
Acadian Asset Management
Massachusetts
$29K -$5.16M -79,610 -99%
PI
813
PineBridge Investments
New York
$28K -$336K -5,181 -93%
CFD
814
Creative Financial Designs
Indiana
$28K +$16.2K +250 +145%
HDIM
815
Hanson & Doremus Investment Management
Vermont
$27K -$4.86K -75 -16%
SWA
816
Sutton Wealth Advisors
Florida
$26.5K
WPA
817
West Paces Advisors
Georgia
$26.2K
LWM
818
LBA Wealth Management
Florida
$26K -$259 -4 -1%
RBC
819
Roble Belko & Company
Pennsylvania
$26K
BWM
820
Baystate Wealth Management
Massachusetts
$26K +$1.94K +30 +9%
PWM
821
Perigon Wealth Management
California
$26K +$4.86K +75 +24%
JFA
822
JNBA Financial Advisors
Minnesota
$26K +$16.2K +250 +191%
FCMT
823
Founders Capital Management (Texas)
Texas
$25K +$24.2K +373 New
AWMS
824
Advocacy Wealth Management Services
Georgia
$23K
RCG
825
Ruggie Capital Group
Florida
$23K +$22.3K +344 New

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.