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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
IUHSA
801
Itau Unibanco Holding S.A.
Brazil
$56K +$11.1K +160 +25%
VCM
802
Versant Capital Management
Arizona
$55K +$486 +7 +0.9%
CFA
803
Camarda Financial Advisors
Florida
$53K +$6.95K +100 +15%
IP
804
Isthmus Partners
Wisconsin
$52K -$5.35K -77 -9%
DOA
805
D'Orazio & Associates
Virginia
$50K
OIA
806
OneDigital Investment Advisors
Kansas
$49K +$48.6K +699 New
FFC
807
First Financial Corp
Indiana
$46K
SFSIG
808
San Francisco Sentry Investment Group
California
$46K +$45.6K +657 New
SJIM
809
St. Johns Investment Management
Florida
$45K
WOC
810
West Oak Capital
California
$43.1K
BCM
811
Blume Capital Management
California
$42K
AIM
812
Acrospire Investment Management
Illinois
$42K +$41.7K +600 New
OAM
813
Oppenheimer Asset Management
New York
$41K +$26.5K +381 +190%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$40K -$208 -3 -0.5%
BWA
815
Burt Wealth Advisors
Maryland
$40K
CFD
816
Creative Financial Designs
Indiana
$39K +$9.79K +141 +33%
IDBONY
817
Israel Discount Bank of New York
New York
$38K
VNA
818
Valley National Advisers
Pennsylvania
$36K -$208 -3 -0.6%
JCM
819
Jacobi Capital Management
Pennsylvania
$36K
LWA
820
Lowe Wealth Advisors
Maryland
$35K
BAM
821
Bruderman Asset Management
New York
$35K +$34.7K +500 New
BIMC
822
Benson Investment Management Company
Virginia
$34K
AssetMark Inc
823
AssetMark Inc
California
$34K +$2.78K +40 +9%
CBT
824
Central Bank & Trust
Kentucky
$31K -$11.3K -162 -26%
YWP
825
YorkBridge Wealth Partners
New York
$31K

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.