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American Electric Power

867 hedge funds and large institutions have $23.5B invested in American Electric Power in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 316 increasing their positions, 316 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.87B)

1.28% more ownership

Funds ownership: 69.21%70.49% (+1.3%)

2% more call options, than puts

Call options by funds: $108M | Put options by funds: $106M

0% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 316

0% less funds holding

Funds holding: 871867 (-4)

Holders
867
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
21.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
316
Reduced
316
Closed
62
Calls
$108M
Puts
$106M
Net Calls
+$2.58M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
876
Stratos Wealth Partners
Ohio
-$1.43M -22,668 Closed
VF
877
Virtu Financial
New York
-$1.32M -20,904 Closed
TW
878
Transform Wealth
Colorado
-$958K -15,209 Closed
QT
879
Quantbot Technologies
New York
-$899K -14,284 Closed
CG
880
Clinton Group
New York
-$871K -13,838 Closed
WFG
881
Wills Financial Group
Virginia
-$865K -13,735 Closed
TSS
882
Two Sigma Securities
New York
-$638K -10,139 Closed
BPC
883
Banque Pictet & Cie
Switzerland
-$630K -10,000 Closed
PNAA
884
Pictet North America Advisors
Switzerland
-$630K -10,000 Closed
HI
885
Horizon Investments
North Carolina
-$581K -9,232 Closed
HSA
886
HBK Sorce Advisory
Pennsylvania
-$597K -9,219 Closed
MLIC
887
Mandatum Life Insurance Company
Finland
-$514K -8,163 Closed
TCM
888
Tran Capital Management
California
-$447K -7,100 Closed
CCM
889
CrestPoint Capital Management
Missouri
-$422K -6,700 Closed
NFG
890
Nadler Financial Group
Illinois
-$394K -6,254 Closed
BIC
891
Bridges Investment Counsel
Nebraska
-$391K -6,200 Closed
Connor, Clark & Lunn Investment Management (CC&L)
892
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$353K -5,600 Closed
WF
893
WealthTrust Fairport
Ohio
-$349K -5,551 Closed
Lido Advisors
894
Lido Advisors
California
-$297K -4,716 Closed
FFA
895
First Foundation Advisors
California
-$286K -4,543 Closed
CC
896
Cannell & Co
New York
-$281K -4,457 Closed
LCM
897
Laurion Capital Management
New York
-$277K -4,400 Closed
SSA
898
Schonfeld Strategic Advisors
New York
-$274K -4,359 Closed
WCM
899
Weatherstone Capital Management
Colorado
-$273K -4,344 Closed
NIT
900
NumerixS Investment Technologies
British Columbia, Canada
-$264K -4,200 Closed

AEP Hedge Fund Activity: Q1 2017 in Review

867 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2017, worth a combined $23.5B — up 8.6% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AEP positions and 62 closed out — a net gain of 8 holders — while 316 added to existing stakes and 316 trimmed.

The largest buyer was BlackRock, adding an estimated $2.1B. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 867 institutional investors held American Electric Power (AEP) as of Q1 2017, down from 871 in Q4 2016.
  • Funds reported $23.5B of American Electric Power stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 70 funds opened new American Electric Power positions in Q1 2017 and 62 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2017 was BlackRock, an estimated $2.1B added.
  • The largest American Electric Power seller in Q1 2017 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.