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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
WIM
851
Westside Investment Management
California
$93.8K
SFSIG
852
San Francisco Sentry Investment Group
California
$93K -$3.51K -47 -4%
JGIA
853
Jackson Grant Investment Advisers
Connecticut
$92K -$98.3K -1,315 -51%
CT
854
Clearstead Trust
Maine
$92K
VFA
855
Valeo Financial Advisors
Indiana
$92K +$91.1K +1,219 +3,809%
MFBTD
856
MB Financial Bank - Trust Department
Illinois
$89K +$17.6K +236 +24%
VCM
857
Versant Capital Management
Arizona
$89K +$27.9K +373 +44%
AIS
858
AlphaOne Investment Services
Pennsylvania
$88K +$52.5K +703 +143%
SBL
859
Sargent Bickham Lagudis
Colorado
$85K +$26.2K +350 +44%
CCM
860
Covington Capital Management
California
$83K +$84.7K +1,133 New
QAM
861
QCI Asset Management
New York
$81K -$7.47K -100 -8%
SIM
862
Sonora Investment Management
Arizona
$79.7K +$80.9K +1,083 New
RPC
863
Rossmore Private Capital
Connecticut
$78.1K +$79.3K +1,061 New
CCMW
864
Cypress Capital Management (Wyoming)
Wyoming
$78K +$16.4K +220 +26%
FRA
865
Front Row Advisors
California
$78K +$79K +1,057 New
PFGIA
866
Patriot Financial Group Insurance Agency
Massachusetts
$76K
ABA
867
American Beacon Advisors
Texas
$76K +$76.9K +1,029 New
IUHSA
868
Itau Unibanco Holding S.A.
Brazil
$75K -$636K -8,509 -89%
FPFS
869
First Personal Financial Services
North Carolina
$75K
HSA
870
Hussman Strategic Advisors
Maryland
$74K
PG
871
Patten Group
Tennessee
$74K
GSC
872
G&S Capital
Colorado
$74K +$74.7K +1,000 New
PSC
873
Prentiss Smith & Co
Vermont
$74K +$74.7K +1,000 New
TSW
874
Thompson Siegel & Walmsley
Virginia
$74K +$74.7K +1,000 New
PHK
875
Point72 Hong Kong
Hong Kong
$71K +$72.5K +970 New

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.