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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
PS
951
Portfolio Solutions
Michigan
$14K
RFWA
952
RPg Family Wealth Advisory
Massachusetts
$11.6K -$2.39K -32 -17%
GWS
953
Glassman Wealth Services
Virginia
$11K
CA
954
Crewe Advisors
Utah
$11K +$11.6K +155 New
HAM
955
Highstreet Asset Management
Ontario, Canada
$10K
AWM
956
Avior Wealth Management
Nebraska
$10K +$1.05K +14 +12%
GBBWRPM
957
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K +$1.12K +15 +12%
NIM
958
NuWave Investment Management
New Jersey
$10K +$10.2K +136 New
WA
959
Waverly Advisors
Alabama
$10K +$10.4K +139 New
VCM
960
Vigilant Capital Management
Maine
$10K +$10.5K +140 New
BWP
961
Baldwin Wealth Partners
Massachusetts
$9K
CWM
962
Catamount Wealth Management
Connecticut
$9K
ECM
963
Estabrook Capital Management
New York
$7.36K
CFA
964
Camarda Financial Advisors
Florida
$7K -$49.5K -662 -87%
AIM
965
Advantage Investment Management
Iowa
$7K
AWM
966
AllSquare Wealth Management
New York
$7K
HCM
967
Highlander Capital Management
New Jersey
$7K
LJHT
968
Laurie J. Hall Trustee
$7K
MCM
969
MV Capital Management
Maryland
$7K
TJHA
970
Thomas J. Herzfeld Advisors
Florida
$7K
LWA
971
Lenox Wealth Advisors
New York
$7K +$7.47K +100 New
MWM
972
MinichMacGregor Wealth Management
New York
$6K
FAM
973
Fred Alger Management
New York
$6K +$6.35K +85 New
JAM
974
Jolley Asset Management
North Carolina
$5K
RIA
975
RPG Investment Advisory
California
$5K

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.