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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
MPPLM
826
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$141K +$143K +1,913 New
AWA
827
Acorn Wealth Advisors
Michigan
$136K +$143K +1,909 New
HI
828
Hudock Inc
Pennsylvania
$133K
LWCFA
829
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K -$971 -13 -0.7%
FIB
830
First Interstate Bank
Montana
$128K
CWM
831
Cranbrook Wealth Management
Michigan
$126K
TF
832
Tompkins Financial
New York
$126K
WCM
833
Wealthcare Capital Management
Virginia
$121K
EFSCE
834
Enterprise Financial Services Corp (EFSC)
Missouri
$121K +$2.02K +27 +2%
GLI
835
Guardian Life Insurance
New York
$117K +$35.9K +480 +43%
IWP
836
Icon Wealth Partners
Texas
$117K +$119K +1,587 New
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$116K -$5.08K -68 -4%
PMFA
838
Plante Moran Financial Advisors
Michigan
$113K
HWM
839
Holloway Wealth Management
Florida
$111K
BCM
840
Blume Capital Management
California
$109K
TWA
841
TCI Wealth Advisors
Arizona
$108K -$59.5K -797 -35%
LNB
842
Ledyard National Bank
$107K
KF
843
Krilogy Financial
Missouri
$104K +$75 +1 +0.1%
1IA
844
1834 Investment Advisors
Wisconsin
$103K +$104K +1,398 New
AF
845
Advisornet Financial
Minnesota
$102K +$104K +1,387 New
BAM
846
Barrett Asset Management
New York
$101K -$59.8K -800 -37%
EA
847
Edge Advisors
Georgia
$101K +$3.59K +48 +4%
FPB
848
First PREMIER Bank
South Dakota
$100K
GFP
849
Gryphon Financial Partners
Ohio
$99K +$100K +1,342 New
RE
850
RBC Europe
United Kingdom
$95.1K

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.