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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$54.6M +$249K +3,330 +0.5%
GIA
77
Gateway Investment Advisers
Ohio
$53.2M -$9.77M -130,765 -15%
Prudential Financial
78
Prudential Financial
New Jersey
$53M +$448K +6,000 +0.8%
MIS
79
Morningstar Investment Services
Illinois
$53M -$3.99M -53,421 -7%
M&T Bank
80
M&T Bank
New York
$52.5M +$1.09M +14,541 +2%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$50.8M -$1M -13,400 -2%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$45.4M -$19.9K -266 -0%
First Trust Advisors
83
First Trust Advisors
Illinois
$44.1M -$723K -9,674 -2%
GC
84
Guggenheim Capital
Illinois
$44.1M -$2.87M -38,382 -6%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$41.9M -$1.2M -16,100 -3%
O
86
OppenheimerFunds
New York
$41.9M -$8.37M -112,063 -16%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$40.4M -$8.4M -112,444 -17%
SLAM
88
Swiss Life Asset Management
$39.9M +$1.34M +17,961 +3%
ZIM
89
Zacks Investment Management
Illinois
$39.4M +$618K +8,265 +2%
Nomura Holdings
90
Nomura Holdings
Japan
$39.1M +$35.7M +477,555 +888%
HTC
91
Haverford Trust Company
Pennsylvania
$38.7M -$179K -2,396 -0.5%
Canada Life
92
Canada Life
Manitoba, Canada
$37.2M -$7.31M -97,832 -16%
RCAMU
93
Rothschild & Co Asset Management US
Connecticut
$35.3M -$412K -5,515 -1%
EVM
94
Eaton Vance Management
Massachusetts
$34.9M -$1.18M -15,851 -3%
National Pension Service
95
National Pension Service
South Korea
$33M +$681K +9,116 +2%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$32.6M +$986K +13,202 +3%
USAA
97
United Services Automobile Association
Texas
$32.3M +$1.33M +17,746 +4%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$32.1M -$996K -13,336 -3%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$31.8M
ACI
100
AMP Capital Investors
Australia
$30.8M -$1.7M -22,813 -5%

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.