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American Electric Power

976 hedge funds and large institutions have $24.7B invested in American Electric Power in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

55% more call options, than puts

Call options by funds: $107M | Put options by funds: $69M

2% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$377M)

0.79% more ownership

Funds ownership: 72.21%73% (+0.79%)

2% less funds holding

Funds holding: 997976 (-21)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 400

Holders
976
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.34%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
66
Increased
300
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
801
Sonora Investment Management
Arizona
$108K
OSNBOA
802
Old Second National Bank of Aurora
Illinois
$107K -$2.17M -32,184 -95%
BCM
803
Blume Capital Management
California
$103K
TWA
804
TCI Wealth Advisors
Arizona
$103K
LWCFA
805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K
Carson Wealth (CWM LLC)
806
Carson Wealth (CWM LLC)
Nebraska
$97K +$85.7K +1,272 +942%
AF
807
Advisornet Financial
Minnesota
$96K +$2.69K +40 +3%
PCM
808
Princeton Capital Management
New Jersey
$95K
GLI
809
Guardian Life Insurance
New York
$94K +$15.2K +226 +20%
IWP
810
Icon Wealth Partners
Texas
$93K -$13.5K -201 -13%
WIM
811
Westside Investment Management
California
$92K
BFC
812
Bedel Financial Consulting
Indiana
$91K -$2.9K -43 -3%
M
813
MOTCO
Texas
$91K -$1.01K -15 -1%
RE
814
RBC Europe
United Kingdom
$89.5K
JGIA
815
Jackson Grant Investment Advisers
Connecticut
$88K +$808 +12 +1%
AWM
816
AllSquare Wealth Management
New York
$87K +$78.1K +1,160 +1,160%
VCM
817
Versant Capital Management
Arizona
$84K -$8.15K -121 -9%
MFBTD
818
MB Financial Bank - Trust Department
Illinois
$84K
CIM
819
Centersquare Investment Management
Pennsylvania
$83K -$7.41K -110 -8%
SFM
820
Signet Financial Management
New Jersey
$83K +$21.9K +325 +37%
CT
821
Clearstead Trust
Maine
$82K +$79.3K +1,177 New
WPW
822
Winthrop Partners - WNY
New York
$80.8K -$4.04K -60 -5%
ABA
823
American Beacon Advisors
Texas
$80K
PCG
824
Private Capital Group
Connecticut
$78K -$8.82K -131 -10%
KA
825
Kaizen Advisory
Illinois
$78K +$43.2K +642 +134%

AEP Hedge Fund Activity: Q2 2018 in Review

976 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2018, worth a combined $24.7B — up 1.5% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of AEP and 66 opened new positions — a net loss of 13 holders — while 400 trimmed existing stakes and 300 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $412M. The largest seller was AQR Capital Management, cutting an estimated $173M.

  • 976 institutional investors held American Electric Power (AEP) as of Q2 2018, down from 997 in Q1 2018.
  • Funds reported $24.7B of American Electric Power stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 66 funds opened new American Electric Power positions in Q2 2018 and 79 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q2 2018 was T. Rowe Price Associates, an estimated $412M added.
  • The largest American Electric Power seller in Q2 2018 was AQR Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2018.