We are live on ! Find out more
AEP icon

American Electric Power

867 hedge funds and large institutions have $23.5B invested in American Electric Power in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 316 increasing their positions, 316 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.87B)

1.28% more ownership

Funds ownership: 69.21%70.49% (+1.3%)

2% more call options, than puts

Call options by funds: $108M | Put options by funds: $106M

0% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 316

0% less funds holding

Funds holding: 871867 (-4)

Holders
867
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
21.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
316
Reduced
316
Closed
62
Calls
$108M
Puts
$106M
Net Calls
+$2.58M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$55M +$1.25M +19,245 +2%
Asset Management One
77
Asset Management One
Japan
$54.7M -$5.29M -81,744 -9%
RJA
78
Raymond James & Associates
Florida
$53.3M +$805K +12,429 +2%
MIS
79
Morningstar Investment Services
Illinois
$53.1M +$776K +11,988 +2%
GC
80
Guggenheim Capital
Illinois
$52.8M +$4.81M +74,250 +10%
CWM
81
CIBC World Markets
New York
$52.7M +$1.14M +17,614 +2%
DZ Bank
82
DZ Bank
Germany
$50.1M -$670K -10,349 -1%
CIA
83
ClearBridge Investments (Australia)
Australia
$49.6M +$47.8M +738,051 +157,032%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$49.1M -$342K -5,280 -0.7%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$47.6M +$651K +10,048 +1%
Citigroup
86
Citigroup
New York
$46.7M +$27.3M +421,136 +153%
Two Sigma Investments
87
Two Sigma Investments
New York
$46.6M -$71.8M -1,108,590 -62%
Principal Financial Group
88
Principal Financial Group
Iowa
$46.6M +$722K +11,149 +2%
First Trust Advisors
89
First Trust Advisors
Illinois
$46.3M -$54M -833,036 -55%
EVM
90
Eaton Vance Management
Massachusetts
$46.2M -$11M -169,175 -20%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$46.1M +$7.8M +120,454 +21%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.3M -$1.39M -21,420 -3%
Canada Life
93
Canada Life
Manitoba, Canada
$45.3M +$1.19M +18,408 +3%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$41.4M -$142K -2,190 -0.4%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$40.1M -$1.12M -17,221 -3%
JHIU
96
Janus Henderson Investors US
Colorado
$36.1M -$55.1M -850,882 -61%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$35.8M +$18.9M +291,244 +120%
ZIM
98
Zacks Investment Management
Illinois
$34.6M +$3.48M +53,709 +12%
Macquarie Group
99
Macquarie Group
Australia
$34.2M -$2.37M -36,627 -7%
RCAMU
100
Rothschild & Co Asset Management US
Connecticut
$33.3M +$6.65M +102,695 +26%

AEP Hedge Fund Activity: Q1 2017 in Review

867 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2017, worth a combined $23.5B — up 8.6% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AEP positions and 62 closed out — a net gain of 8 holders — while 316 added to existing stakes and 316 trimmed.

The largest buyer was BlackRock, adding an estimated $2.1B. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 867 institutional investors held American Electric Power (AEP) as of Q1 2017, down from 871 in Q4 2016.
  • Funds reported $23.5B of American Electric Power stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 70 funds opened new American Electric Power positions in Q1 2017 and 62 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2017 was BlackRock, an estimated $2.1B added.
  • The largest American Electric Power seller in Q1 2017 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.