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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
EWM
951
Elmwood Wealth Management
California
$6.92K
ECM
952
Estabrook Capital Management
New York
$6.92K
PCP
953
Proficio Capital Partners
Massachusetts
$6K -$2.02K -30 -26%
FAM
954
Fred Alger Management
New York
$6K
TJHA
955
Thomas J. Herzfeld Advisors
Florida
$6K
ME
956
McIlrath & Eck
Washington
$6K +$1.68K +25 +45%
SFPIA
957
Stevens First Principles Investment Advisors
California
$6K +$3.17K +47 +134%
CIA
958
CSat Investment Advisory
Michigan
$6K +$5.72K +85 New
AIM
959
Advantage Investment Management
Iowa
$5K -$6.73K -100 -58%
RIA
960
RPG Investment Advisory
California
$5K
RFM
961
Royal Fund Management
Florida
$4K
SAM
962
Shamrock Asset Management
Texas
$4K
MWM
963
MinichMacGregor Wealth Management
New York
$4K +$67 +1 +1%
CFC
964
Coyle Financial Counsel
Illinois
$4K +$3.7K +55 New
NIM
965
NuWave Investment Management
New Jersey
$3K -$95.8K -1,422 -97%
RA
966
Rational Advisors
New York
$3K -$23.8K -354 -89%
ECM
967
Exchange Capital Management
Michigan
$3K
OBWP
968
O'Brien Wealth Partners
Massachusetts
$3K
NCM
969
Nelson Capital Management
California
$3K +$2.69K +40 New
AIL
970
AGF Investments LLC
Ontario, Canada
$1.4K -$128K -1,907 -9%
AC
971
Avestar Capital
New York
$1K +$606 +9 +53%
CAGAS
972
Capital Advisory Group Advisory Services
Minnesota
$1K +$606 +9 New
NA
973
NewEdge Advisors
Louisiana
$754 -$12.9K -191 -2%
FRA
974
Front Row Advisors
California
$73
Adage Capital Partners
975
Adage Capital Partners
Massachusetts
-$44.3M -646,284 Closed

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.