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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
CIA
926
Cascade Investment Advisors
Oregon
$13.8K
VCM
927
Vigilant Capital Management
Maine
$13K +$12.3K +182 New
HAM
928
Hammer Asset Management
California
$13K +$854K +12,682 New
FCMT
929
Founders Capital Management (Texas)
Texas
$12K -$13.5K -200 -54%
CWM
930
Catamount Wealth Management
Connecticut
$12K +$2.9K +43 +35%
BBA
931
Braun-Bostich & Associates
Pennsylvania
$12K +$11.6K +172 New
CA
932
Crewe Advisors
Utah
$11K -$21.6K -321 -67%
GWS
933
Glassman Wealth Services
Virginia
$11K +$539 +8 +5%
CA
934
Centerpoint Advisors
Massachusetts
$10K +$9.36K +139 New
IUHSA
935
Itau Unibanco Holding S.A.
Brazil
$10K +$9.77K +145 New
AIS
936
AlphaOne Investment Services
Pennsylvania
$9K -$157K -2,334 -95%
BWP
937
Baldwin Wealth Partners
Massachusetts
$9K
CCM
938
Covington Capital Management
California
$9K
TAIM
939
TD Ameritrade Investment Management
Nebraska
$9K +$8.42K +125 New
BCI
940
Brinker Capital Investments
Pennsylvania
$8K +$8.08K +120 New
BCA
941
Bray Capital Advisors
Florida
$7K
HCM
942
Highlander Capital Management
New Jersey
$7K
LJHT
943
Laurie J. Hall Trustee
$7K
MCM
944
MV Capital Management
Maryland
$7K
PO
945
Private Ocean
California
$7K
FGAM
946
Financial Gravity Asset Management
Texas
$7K +$1.41K +21 +26%
LWM
947
Lenox Wealth Management
Ohio
$7K +$2.76K +41 +69%
CWA
948
Clarus Wealth Advisors
Arizona
$7K +$6.53K +97 New
SMFS
949
Squar Milner Financial Services
California
$7K +$6.6K +98 New
BL
950
Balentine LLC
Georgia
$7K +$6.8K +101 New

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.