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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
Acadian Asset Management
826
Acadian Asset Management
Massachusetts
$30K
FC
827
Ferris Capital
Massachusetts
$29K +$28.6K +412 New
ACM
828
Armbruster Capital Management
New York
$28K -$6.95K -100 -20%
HDIM
829
Hanson & Doremus Investment Management
Vermont
$28K
RPG
830
Risk Paradigm Group
Texas
$27.6K -$13.4K -193 -33%
SWA
831
Sutton Wealth Advisors
Florida
$27.4K
WPA
832
West Paces Advisors
Georgia
$27.1K
SEC
833
Seven Eight Capital
New York
$27K -$139K -2,000 -84%
RBC
834
Roble Belko & Company
Pennsylvania
$27K
BWM
835
Baystate Wealth Management
Massachusetts
$26K
FCMT
836
Founders Capital Management (Texas)
Texas
$26K
JFA
837
JNBA Financial Advisors
Minnesota
$26K
BWA
838
BDO Wealth Advisors
Florida
$26K +$25.6K +368 New
AWMS
839
Advocacy Wealth Management Services
Georgia
$24K
RCG
840
Ruggie Capital Group
Florida
$24K
MCIA
841
Mountain Capital Investment Advisors
Colorado
$23K +$22.9K +329 New
DBT
842
Dubuque Bank & Trust
Iowa
$21K -$110K -1,581 -84%
CAW
843
Cornerstone Advisors (Washington)
Washington
$20K
LA
844
Legacy Advisors
Pennsylvania
$20K
BL
845
Balentine LLC
Georgia
$19K
WA
846
Winfield Associates
Ohio
$19K
GAM
847
Gemmer Asset Management
California
$19K +$139 +2 +0.7%
TFO
848
Tarbox Family Office
California
$18K
TCM
849
TD Capital Management
Tennessee
$17K
WAM
850
Watermark Asset Management
California
$14K

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.