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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
Luther King Capital Management (LKCM)
801
Luther King Capital Management (LKCM)
Texas
$205K +$208K +2,786 New
GG
802
Gofen & Glossberg
Illinois
$205K +$208K +2,790 New
NFG
803
Nadler Financial Group
Illinois
$205K +$209K +2,792 New
AW
804
ACG Wealth
Georgia
$204K +$208K +2,778 New
LCS
805
Levin Capital Strategies
New York
$203K -$223K -2,978 -52%
MA
806
MCF Advisors
Kentucky
$203K +$1.64K +22 +0.8%
SCM
807
Sterling Capital Management
North Carolina
$201K -$14.9K -200 -7%
CAM
808
Congress Asset Management
Massachusetts
$200K +$204K +2,725 New
AAP
809
Arax Advisory Partners
Colorado
$195K +$1.42K +19 +0.7%
MOS
810
MGO One Seven
Ohio
$195K +$199K +2,657 New
SC
811
SRB Corp
Massachusetts
$192K +$195K +2,610 New
MMG
812
Monetary Management Group
Missouri
$188K -$3.74K -50 -2%
TL
813
TrueWealth LLC
Georgia
$188K +$191K +2,550 New
PRS
814
Pinkerton Retirement Specialists
Idaho
$188K +$194K +2,593 New
GTAM
815
Global Trust Asset Management
Florida
$182K +$185K +2,472 New
MSA
816
Marino Stram & Associates
Massachusetts
$182K +$185K +2,472 New
AA
817
AlphaMark Advisors
Kentucky
$168K
BC
818
Bartlett & Co
Ohio
$167K
RFA
819
Reilly Financial Advisors
California
$167K
GI
820
Gradient Investments
Minnesota
$167K +$170K +2,273 New
PCTC
821
Perkins Coie Trust Company
Washington
$162K
PCFFS
822
Pacific Center for Financial Services
California
$160K
M
823
MOTCO
Texas
$155K +$28.8K +385 +22%
ST
824
Smithfield Trust
Pennsylvania
$153K +$29.9K +400 +24%
FNB
825
Farmers National Bank
Kentucky
$145K +$6.28K +84 +4%

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.