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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
GRP
826
Global Retirement Partners
California
$75K +$6.67K +99 +10%
BAM
827
Barrett Asset Management
New York
$74K -$38.7K -575 -35%
CPIG
828
Chicago Partners Investment Group
Illinois
$71K
ECM
829
EII Capital Management
New York
$71K +$7K +104 +11%
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$70.3K -$3.37K -50 -5%
SBL
831
Sargent Bickham Lagudis
Colorado
$69K -$11.8K -175 -15%
GSC
832
G&S Capital
Colorado
$69K
HWM
833
Holloway Wealth Management
Florida
$69K
HSA
834
Hussman Strategic Advisors
Maryland
$69K
PG
835
Patten Group
Tennessee
$69K
TSW
836
Thompson Siegel & Walmsley
Virginia
$69K
QAM
837
QCI Asset Management
New York
$69K +$3.37K +50 +5%
LF
838
Lee Financial
Texas
$67K
TDC
839
Thompson Davis & Co
Virginia
$66K
CI
840
CX Institutional
Indiana
$66K +$64.2K +953 New
SFSIG
841
San Francisco Sentry Investment Group
California
$65K -$5.93K -88 -9%
1IA
842
1834 Investment Advisors
Wisconsin
$65K
AF
843
Arrow Financial
New York
$64K
CAC
844
Certified Advisory Corp
Florida
$63K +$135 +2 +0.2%
AOWM
845
Alpha Omega Wealth Management
Virginia
$62K
JWA
846
JFS Wealth Advisors
Pennsylvania
$62K +$606 +9 +1%
OC
847
Oakworth Capital
Alabama
$61K
TC
848
Trust Company
Kansas
$59K
LFG
849
LifePlan Financial Group
Ohio
$57K
BRC
850
Bell Rock Capital
Delaware
$56K

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.