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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
NCM
901
Northstar Capital Management
New York
$44K +$44.8K +600 New
BWA
902
Burt Wealth Advisors
Maryland
$43K
PFBT
903
Parkside Financial Bank & Trust
Missouri
$43K
VIA
904
Vantage Investment Advisors
Pennsylvania
$42K -$97.1K -1,300 -69%
POIA
905
Pin Oak Investment Advisors
Texas
$41K +$41.5K +555 New
CB
906
CNB Bank
Pennsylvania
$41K +$41.5K +556 New
IDBONY
907
Israel Discount Bank of New York
New York
$40K
GAM
908
Gemmer Asset Management
California
$40K +$20.2K +270 +98%
PGWM
909
Parisi Gray Wealth Management
New Jersey
$39K +$40K +536 New
LWA
910
Lowe Wealth Advisors
Maryland
$38K
JCM
911
Jacobi Capital Management
Pennsylvania
$37K
CIA
912
Cascade Investment Advisors
Oregon
$35.5K +$21.1K +282 +141%
AIM
913
Arcadia Investment Management
Michigan
$35K
KA
914
Kaizen Advisory
Illinois
$35K +$35.7K +478 New
NC
915
NewSquare Capital
Pennsylvania
$35K +$35.7K +478 New
CBT
916
Central Bank & Trust
Kentucky
$33K -$2.09K -28 -6%
Acadian Asset Management
917
Acadian Asset Management
Massachusetts
$32K
VNA
918
Valley National Advisers
Pennsylvania
$31K -$6.8K -91 -18%
YWP
919
YorkBridge Wealth Partners
New York
$30K +$14.9K +200 +78%
RPG
920
Risk Paradigm Group
Texas
$29.2K -$6.5K -87 -18%
SWA
921
Sutton Wealth Advisors
Florida
$29.1K
ACM
922
Armbruster Capital Management
New York
$29K
EWM
923
Endurance Wealth Management
Rhode Island
$29K
HDIM
924
Hanson & Doremus Investment Management
Vermont
$29K
BWM
925
Baystate Wealth Management
Massachusetts
$29K +$5.23K +70 +20%

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.