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American Electric Power
AEP

Overview Fund Activity

996 hedge funds and large institutions have $24.3B invested in American Electric Power in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 308 increasing their positions, 391 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
22.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
308
Reduced
391
Closed
93
Calls
$122M
Puts
$74.5M
Net Calls
+$47.3M
Net Calls Change
+$55.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Citadel Advisors
Citadel Advisors
Florida
+$83.3M
4
Macquarie Group
Macquarie Group
Australia
+$57.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$54M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$423M
2
APG Asset Management
APG Asset Management
Netherlands
-$133M
3
AAMU
Amundi Asset Management US
Massachusetts
-$114M
4
BC
Brookfield Corp
Ontario, Canada
-$97.1M
5
Bank of America
Bank of America
North Carolina
-$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
926
Tarbox Family Office
California
$22K – – –
JFA
927
JNBA Financial Advisors
Minnesota
$21K – – –
LFA
928
Legacy Financial Advisors
Kentucky
$20K -$4.67K -70 -19%
LA
929
Legacy Advisors
Pennsylvania
$20K – – –
SMG
930
Spectrum Management Group
Indiana
$20K – – –
PWM
931
Perigon Wealth Management
California
$20K – – –
FCAG
932
First Capital Advisors Group
New Jersey
$20K +$20K +292 New
CAW
933
Cornerstone Advisors (Washington)
Washington
$19K – – –
WC
934
Whitnell & Co
Illinois
$19K +$19K +270 New
RCG
935
Ruggie Capital Group
Florida
$18K – – –
DWA
936
Divergent Wealth Advisors
Utah
$18K +$18K +264 New
HDIM
937
Hanson & Doremus Investment Management
Vermont
$17K -$9.88K -147 -37%
TCM
938
TD Capital Management
Tennessee
$17K – – –
GBBWRPM
939
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$6.39K +93 +66%
TIM
940
Tortoise Investment Management
New York
$15K – – –
BCP
941
Blackhawk Capital Partners
Wisconsin
$14K – – –
WAM
942
Watermark Asset Management
California
$14K – – –
BA
943
Ballew Advisors
Mississippi
$14K +$14K +200 New
CIA
944
Cascade Investment Advisors
Oregon
$13.7K -$19.3K -282 -59%
PS
945
Portfolio Solutions
Michigan
$13K – – –
AIM
946
Advantage Investment Management
Iowa
$12K +$5.02K +72 +72%
ST
947
Sageworth Trust
Pennsylvania
$12K +$12K +170 New
GWS
948
Glassman Wealth Services
Virginia
$11K +$355 +5 +3%
CCM
949
Covington Capital Management
California
$9K -$67.7K -1,000 -88%
Carson Wealth (CWM LLC)
950
Carson Wealth (CWM LLC)
Nebraska
$9K -$5K -75 -36%
36 37
38
39 40