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American Electric Power
AEP

Overview Fund Activity

975 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, 299 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-21
Holders Change %
-2.11%
% of All Funds
22.35%
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
299
Reduced
400
Closed
79
Calls
$107M
Puts
$69M
Net Calls
+$37.9M
Net Calls Change
-$9.32M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$424M
2
Ameriprise
Ameriprise
Minnesota
+$181M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
Lazard Asset Management
Lazard Asset Management
New York
+$120M
5
AAMU
Amundi Asset Management US
Massachusetts
+$69M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$178M
2
Wells Fargo
Wells Fargo
California
-$136M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$135M
4
TCIM
TIAA CREF Investment Management
New York
-$119M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
901
Spectrum Management Group
Indiana
$24K +$4.11K +60 +21%
SWMG
902
Signature Wealth Management Group
Georgia
$23K -$1.45K -21 -6%
AWM
903
Avior Wealth Management
Nebraska
$23K +$13.8K +202 +151%
PW
904
Price Wealth
Texas
$23K +$23K +330 New
TFO
905
Tarbox Family Office
California
$22K – – –
JFA
906
JNBA Financial Advisors
Minnesota
$21K – – –
LFA
907
Legacy Financial Advisors
Kentucky
$21K – – –
QCIG
908
Quad-Cities Investment Group
Iowa
$21K +$21K +300 New
BCA
909
Bay Colony Advisors
Massachusetts
$21K +$21K +303 New
CAW
910
Cornerstone Advisors (Washington)
Washington
$20K – – –
LA
911
Legacy Advisors
Pennsylvania
$20K – – –
KJWM
912
Kiley Juergens Wealth Management
Washington
$20K +$20K +300 New
SWA
913
Sutton Wealth Advisors
Florida
$19.7K -$7.62K -110 -28%
HR
914
Howe & Rusling
New York
$18K -$17.2K -251 -49%
RCG
915
Ruggie Capital Group
Florida
$18K – – –
DWA
916
Divergent Wealth Advisors
Utah
$18K – – –
WB
917
Webster Bank
Connecticut
$17K -$20.4K -300 -55%
TCM
918
TD Capital Management
Tennessee
$17K – – –
GBBWRPM
919
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K – – –
TIM
920
Tortoise Investment Management
New York
$15K – – –
BCP
921
Blackhawk Capital Partners
Wisconsin
$14K – – –
WAM
922
Watermark Asset Management
California
$14K – – –
CAM
923
CenterStar Asset Management
Illinois
$14K -$75K – –
BA
924
Ballew Advisors
Mississippi
$14K – – –
CIA
925
Cascade Investment Advisors
Oregon
$13.9K – – –
35 36
37
38 39