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American Electric Power
AEP

Overview Fund Activity

894 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 324 increasing their positions, 301 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
22.32%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
69
Increased
324
Reduced
301
Closed
55
Calls
$98.1M
Puts
$102M
Net Calls
-$4.23M
Net Calls Change
-$20.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$472M
2
Wells Fargo
Wells Fargo
California
$704M
3
APG Asset Management
APG Asset Management
Netherlands
$237M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$398M
5
Ameriprise
Ameriprise
Minnesota
$291M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
3
SAC
Smith Affiliated Capital
New York
$190M
4
AQR Capital Management
AQR Capital Management
Connecticut
$297M
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
876
Thomas J. Herzfeld Advisors
Florida
$7K – – –
AWM
877
AllSquare Wealth Management
New York
$7K – – –
AIM
878
Advantage Investment Management
Iowa
$7K – – –
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +103 New
MWM
880
MinichMacGregor Wealth Management
New York
$6K +$70 +1 +1%
RIA
881
RPG Investment Advisory
California
$5K +$5K +71 New
FMA
882
FNY Managed Accounts
New York
$5K +$5K +84 New
RFM
883
Royal Fund Management
Florida
$4K – – –
SAM
884
Shamrock Asset Management
Texas
$4K – – –
ATC
885
Adirondack Trust Company
New York
$4K – – –
JAM
886
Jolley Asset Management
North Carolina
$4K +$4K +64 New
ANBT
887
American National Bank & Trust
Texas
$2K -$148 -2 -7%
PCP
888
Proficio Capital Partners
Massachusetts
$2K – – –
VFA
889
Valeo Financial Advisors
Indiana
$2K +$2K +32 New
ACM
890
Aviance Capital Management
Florida
$1K -$333 -6 -25%
SCA
891
Stuart Chaussee & Associates
California
$1K – – –
SC
892
SouthState Corp
Florida
$490 -$11 -151 -2%
SSA
893
South Street Advisors
New York
$401 +$28 +500 +7%
Boston Partners
894
Boston Partners
Massachusetts
– -$251M -3,610,282 Closed
BC
895
Brookfield Corp
Ontario, Canada
– -$98.9M -1,423,580 Closed
BS
896
Banco Santander
Spain
– -$37.6M -540,715 Closed
MLICM
897
Metropolitan Life Insurance Company (MetLife)
New York
– -$16.6M -238,463 Closed
LC
898
LNZ Capital
New York
– -$15.3M -220,000 Closed
ZP
899
Zimmer Partners
New York
– -$10.6M -153,150 Closed
Verition Fund Management
900
Verition Fund Management
Connecticut
– -$8.14M -117,174 Closed
34 35
36
37 38