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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
TDC
876
Thompson Davis & Co
Virginia
$70K -$59.5K -796 -45%
RAM
877
Riggs Asset Management
Pennsylvania
$70K
SPI
878
Santori & Peters Inc
Pennsylvania
$70K +$80.9K +1,083 New
LC
879
Landaas & Company
Wisconsin
$69K
OC
880
Oakworth Capital
Alabama
$69K
AF
881
Arrow Financial
New York
$68K +$5.6K +75 +9%
C
882
Cerebellum
California
$68K +$69.2K +926 New
FWM
883
Focused Wealth Management
New York
$67K
AOWM
884
Alpha Omega Wealth Management
Virginia
$66K
HWP
885
Hefty Wealth Partners
Indiana
$66K
JWA
886
JFS Wealth Advisors
Pennsylvania
$65K +$523 +7 +0.8%
TC
887
Trust Company
Kansas
$63K +$9.34K +125 +17%
BRC
888
Bell Rock Capital
Delaware
$60K
LF
889
Lee Financial
Texas
$59K
AFIA
890
America First Investment Advisors
Nebraska
$59K +$59.8K +800 New
WCM
891
Whitener Capital Management
North Carolina
$59K +$60.5K +810 New
IP
892
Isthmus Partners
Wisconsin
$56K
AssetMark Inc
893
AssetMark Inc
California
$56K +$21K +281 +59%
CAC
894
Certified Advisory Corp
Florida
$55K +$56.8K +760 New
DOA
895
D'Orazio & Associates
Virginia
$53K
WCAMG
896
Woodard & Company Asset Management Group
North Carolina
$51K +$52.3K +700 New
FFC
897
First Financial Corp
Indiana
$49K
OIA
898
OneDigital Investment Advisors
Kansas
$47K -$4.11K -55 -8%
SJIM
899
St. Johns Investment Management
Florida
$47K
WOC
900
West Oak Capital
California
$45.7K

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.