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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
WPA
926
West Paces Advisors
Georgia
$28.7K
CFD
927
Creative Financial Designs
Indiana
$28K -$3.29K -44 -10%
RBC
928
Roble Belko & Company
Pennsylvania
$28K
SWMG
929
Signature Wealth Management Group
Georgia
$28K +$27.9K +374 New
FCMT
930
Founders Capital Management (Texas)
Texas
$27K
BWA
931
BDO Wealth Advisors
Florida
$27K +$224 +3 +0.8%
LFA
932
Legacy Financial Advisors
Kentucky
$27K +$27.6K +370 New
AWMS
933
Advocacy Wealth Management Services
Georgia
$26K
KJWM
934
Kiley Juergens Wealth Management
Washington
$26K +$27.1K +363 New
DBT
935
Dubuque Bank & Trust
Iowa
$25K
BL
936
Balentine LLC
Georgia
$23K -$448 -6 -2%
TFO
937
Tarbox Family Office
California
$23K
HR
938
Howe & Rusling
New York
$23K +$23.2K +310 New
JFA
939
JNBA Financial Advisors
Minnesota
$22K -$9.79K -131 -30%
PWM
940
Perigon Wealth Management
California
$22K
LA
941
Legacy Advisors
Pennsylvania
$21K -$4.18K -56 -16%
CAW
942
Cornerstone Advisors (Washington)
Washington
$21K
SMG
943
Spectrum Management Group
Indiana
$21K
WA
944
Winfield Associates
Ohio
$20K
RCG
945
Ruggie Capital Group
Florida
$19K
TCM
946
TD Capital Management
Tennessee
$19K
TIM
947
Tortoise Investment Management
New York
$16K +$16.1K +215 New
Carson Wealth (CWM LLC)
948
Carson Wealth (CWM LLC)
Nebraska
$15K -$6.8K -91 -30%
WAM
949
Watermark Asset Management
California
$15K
BCP
950
Blackhawk Capital Partners
Wisconsin
$15K +$14.9K +200 New

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.