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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
CIA
851
Cascade Investment Advisors
Oregon
$13.9K
RFWA
852
RPg Family Wealth Advisory
Massachusetts
$13.2K -$23.3K -336 -64%
PS
853
Portfolio Solutions
Michigan
$13K
Carson Wealth (CWM LLC)
854
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.82K +55 +41%
BCFS
855
Butensky & Cohen Financial Security
Florida
$12K
PWM
856
Perigon Wealth Management
California
$10K -$16.5K -237 -61%
GWS
857
Glassman Wealth Services
Virginia
$10K
BWP
858
Baldwin Wealth Partners
Massachusetts
$9K
CWM
859
Catamount Wealth Management
Connecticut
$9K
HAM
860
Highstreet Asset Management
Ontario, Canada
$9K +$9.24K +133 New
HCC
861
Hirtle Callaghan & Co
Pennsylvania
$8K -$1.81K -26 -19%
AWM
862
Avior Wealth Management
Nebraska
$8K
GBBWRPM
863
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
SAM
864
Solaris Asset Management
New York
$8K +$7.64K +110 New
TJHA
865
Thomas J. Herzfeld Advisors
Florida
$7K -$29.8K -429 -81%
AIM
866
Advantage Investment Management
Iowa
$7K
AWM
867
AllSquare Wealth Management
New York
$7K
CG
868
Cutler Group
California
$7K
HCM
869
Highlander Capital Management
New Jersey
$7K
MCM
870
MV Capital Management
Maryland
$7K
ECM
871
Estabrook Capital Management
New York
$6.95K -$26.1K -375 -79%
LJHT
872
Laurie J. Hall Trustee
$6.95K
HR
873
Howe & Rusling
New York
$5K -$2.43K -35 -35%
MWM
874
MinichMacGregor Wealth Management
New York
$5K +$1.18K +17 +25%
PHK
875
Point72 Hong Kong
Hong Kong
$4K -$104K -1,499 -96%

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.