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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
CCMW
851
Cypress Capital Management (Wyoming)
Wyoming
$55K -$17.2K -255 -24%
JA
852
JOYN Advisors
Georgia
$55K +$45.1K +669 +515%
EA
853
Edge Advisors
Georgia
$54K -$8.96K -133 -14%
DBT
854
Dubuque Bank & Trust
Iowa
$54K
LWS
855
Lucia Wealth Services
California
$54K +$22.4K +333 +74%
LNB
856
Ledyard National Bank
$52K -$47.1K -700 -48%
IP
857
Isthmus Partners
Wisconsin
$52K
DOA
858
D'Orazio & Associates
Virginia
$50K -$2.96K -44 -6%
RAM
859
Riggs Asset Management
Pennsylvania
$50K
LC
860
Landaas & Company
Wisconsin
$49K +$47.5K +705 New
WCAMG
861
Woodard & Company Asset Management Group
North Carolina
$48.5K
PFBT
862
Parkside Financial Bank & Trust
Missouri
$47K +$202 +3 +0.4%
PSC
863
Prentiss Smith & Co
Vermont
$46K -$22.6K -336 -34%
FFC
864
First Financial Corp
Indiana
$46K
CG
865
Cutler Group
California
$45K -$104K -1,546 -70%
AFIA
866
America First Investment Advisors
Nebraska
$45K
SJIM
867
St. Johns Investment Management
Florida
$45K
CB
868
CNB Bank
Pennsylvania
$44K +$7.74K +115 +22%
WOC
869
West Oak Capital
California
$43K
PMFA
870
Plante Moran Financial Advisors
Michigan
$43K -$70.8K -1,052 -63%
NWM
871
Northwest Wealth Management
Iowa
$43K
NCM
872
Northstar Capital Management
New York
$42K
WPA
873
West Paces Advisors
Georgia
$40.9K +$13.5K +200 +51%
BWA
874
Burt Wealth Advisors
Maryland
$40K
VIA
875
Vantage Investment Advisors
Pennsylvania
$40K

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.