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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
KTC
876
Kistler-Tiffany Companies
Pennsylvania
$39K -$23K -341 -37%
POIA
877
Pin Oak Investment Advisors
Texas
$39K +$67 +1 +0.2%
IDBONY
878
Israel Discount Bank of New York
New York
$38K
GAM
879
Gemmer Asset Management
California
$38K +$67 +1 +0.2%
MSE
880
MUFG Securities EMEA
United Kingdom
$38K +$37.2K +552 New
PGWM
881
Parisi Gray Wealth Management
New Jersey
$37K -$808 -12 -2%
BAM
882
Bruderman Asset Management
New York
$35K
LWA
883
Lowe Wealth Advisors
Maryland
$35K
OIA
884
OneDigital Investment Advisors
Kansas
$35K
BIMC
885
Benson Investment Management Company
Virginia
$34K
NC
886
NewSquare Capital
Pennsylvania
$34K
WEC
887
Winslow Evans & Crocker
Massachusetts
$34K
FC
888
Ferris Capital
Massachusetts
$33K
YWP
889
YorkBridge Wealth Partners
New York
$32K
BWM
890
Baystate Wealth Management
Massachusetts
$30K +$269 +4 +1%
AS
891
Altshuler Shaham
Israel
$29K -$1.89K -28 -6%
VNA
892
Valley National Advisers
Pennsylvania
$29K
CBT
893
Central Bank & Trust
Kentucky
$28K
EWM
894
Endurance Wealth Management
Rhode Island
$28K
AIM
895
Arcadia Investment Management
Michigan
$27K
ADL
896
Asset Dedication LLC
California
$27K
RBC
897
Roble Belko & Company
Pennsylvania
$27K
SFA
898
Spectrum Financial Alliance
Kentucky
$27K
CFD
899
Creative Financial Designs
Indiana
$26K
AWMS
900
Advocacy Wealth Management Services
Georgia
$24K

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.