We are live on ! Find out more
AEP icon

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
CFA
826
CT Financial Advisors
Pennsylvania
$20.1K
FPS
827
Fieldpoint Private Securities
Connecticut
$20K +$19.4K +300 New
CAW
828
Cornerstone Advisors (Washington)
Washington
$19K
LA
829
Legacy Advisors
Pennsylvania
$19K
BL
830
Balentine LLC
Georgia
$18K
GAM
831
Gemmer Asset Management
California
$18K
TFO
832
Tarbox Family Office
California
$18K
WA
833
Winfield Associates
Ohio
$18K
TCM
834
TD Capital Management
Tennessee
$17K
OAM
835
Oppenheimer Asset Management
New York
$14K +$13K +201 New
CIA
836
Cascade Investment Advisors
Oregon
$13.4K +$13K +200 New
PS
837
Portfolio Solutions
Michigan
$13K +$12.5K +193 New
WAM
838
Watermark Asset Management
California
$13K +$13K +200 New
BCFS
839
Butensky & Cohen Financial Security
Florida
$11K
CFS
840
Commonwealth Financial Services
West Virginia
$11K
GWS
841
Glassman Wealth Services
Virginia
$10K
HCC
842
Hirtle Callaghan & Co
Pennsylvania
$10K
Carson Wealth (CWM LLC)
843
Carson Wealth (CWM LLC)
Nebraska
$9K -$8.81K -136 -50%
BWP
844
Baldwin Wealth Partners
Massachusetts
$9K -$6.67K -103 -44%
AII
845
AGF Investments Inc
Ontario, Canada
$9K
GBBWRPM
846
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
AWM
847
Avior Wealth Management
Nebraska
$8K -$2.33K -36 -23%
CWM
848
Catamount Wealth Management
Connecticut
$8K
AIM
849
Advantage Investment Management
Iowa
$7K -$49K -756 -88%
MUS
850
Mitsubishi UFJ Securities
Japan
$7K -$6.48K -100 -50%

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.