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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
MYLI
901
Meiji Yasuda Life Insurance
Japan
-$241K -3,820 Closed
AL
902
Airain Ltd
Guernsey
-$232K -3,689 Closed
GLA
903
Great Lakes Advisors
Illinois
-$229K -3,639 Closed
AFP
904
Ausdal Financial Partners
Iowa
-$222K -3,531 Closed
Luther King Capital Management (LKCM)
905
Luther King Capital Management (LKCM)
Texas
-$215K -3,416 Closed
SI
906
SII Investments
Wisconsin
-$214K -3,399 Closed
HJA
907
Hugh Johnson Advisors
New York
-$213K -3,386 Closed
CWM
908
Confluence Wealth Management
Oregon
-$213K -3,379 Closed
GT
909
Glenview Trust
Kentucky
-$208K -3,311 Closed
BTNA
910
Bremer Trust National Association
Minnesota
-$207K -3,297 Closed
GCP
911
GSA Capital Partners
United Kingdom
-$205K -3,257 Closed
GP
912
Girard Partners
Pennsylvania
-$205K -3,251 Closed
EB
913
Eastern Bank
Massachusetts
-$204K -3,233 Closed
YIA
914
YHB Investment Advisors
Connecticut
-$201K -3,200 Closed
SM
915
Sciencast Management
New Jersey
-$200K -3,181 Closed
JIC
916
Joel Isaacson & Co
New York
-$160K -2,547 Closed
SFS
917
Sowell Financial Services
Arkansas
-$113K -1,781 Closed
FAN
918
Financial Advisors Network
California
-$47.2K -748 Closed
BAM
919
Bruderman Asset Management
New York
-$31K -500 Closed
KLI
920
Kelman-Lazarov Inc
Tennessee
-$31.5K -500 Closed
PFS
921
Physicians Financial Services
North Carolina
-$25K -358 Closed
FMP
922
Financial Management Professionals
Texas
-$16K -264 Closed
IPC
923
Independent Portfolio Consultants
Florida
-$15K -233 Closed
EF
924
Empirical Finance
Pennsylvania
-$14K -215 Closed
RWG
925
Regal Wealth Group
California
-$4K -69 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.