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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
BWA
901
BDO Wealth Advisors
Florida
$24K +$67 +1 +0.3%
SMG
902
Spectrum Management Group
Indiana
$24K +$4.04K +60 +21%
SWMG
903
Signature Wealth Management Group
Georgia
$23K -$1.41K -21 -6%
AWM
904
Avior Wealth Management
Nebraska
$23K +$13.6K +202 +151%
PW
905
Price Wealth
Texas
$23K +$22.2K +330 New
TFO
906
Tarbox Family Office
California
$22K
JFA
907
JNBA Financial Advisors
Minnesota
$21K
LFA
908
Legacy Financial Advisors
Kentucky
$21K
QCIG
909
Quad-Cities Investment Group
Iowa
$21K +$20.2K +300 New
BCA
910
Bay Colony Advisors
Massachusetts
$21K +$20.4K +303 New
CAW
911
Cornerstone Advisors (Washington)
Washington
$20K
LA
912
Legacy Advisors
Pennsylvania
$20K
KJWM
913
Kiley Juergens Wealth Management
Washington
$20K +$20.2K +300 New
SWA
914
Sutton Wealth Advisors
Florida
$19.7K -$7.41K -110 -28%
HR
915
Howe & Rusling
New York
$18K -$16.9K -251 -49%
DWA
916
Divergent Wealth Advisors
Utah
$18K
RCG
917
Ruggie Capital Group
Florida
$18K
WB
918
Webster Bank
Connecticut
$17K -$20.2K -300 -55%
TCM
919
TD Capital Management
Tennessee
$17K
GBBWRPM
920
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K
TIM
921
Tortoise Investment Management
New York
$15K
BA
922
Ballew Advisors
Mississippi
$14K
BCP
923
Blackhawk Capital Partners
Wisconsin
$14K
CAM
924
CenterStar Asset Management
Illinois
$14K
WAM
925
Watermark Asset Management
California
$14K

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.