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American Electric Power

997 hedge funds and large institutions have $24.4B invested in American Electric Power in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 309 increasing their positions, 391 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more call options, than puts

Call options by funds: $122M | Put options by funds: $74.5M

14% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 93

0% more funds holding

Funds holding: 994997 (+3)

0.28% more ownership

Funds ownership: 71.93%72.21% (+0.28%)

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.63B)

21% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 391

Holders
997
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
22.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
309
Reduced
391
Closed
93
Calls
$122M
Puts
$74.5M
Net Calls
+$47.3M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$49.5M +$572K +8,499 +1%
GIA
77
Gateway Investment Advisers
Ohio
$49.5M -$120K -1,786 -0.2%
DZ Bank
78
DZ Bank
Germany
$49M -$3.29M -48,912 -6%
SO
79
STRS Ohio
Ohio
$46.9M +$19.1M +283,182 +71%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$46.6M +$7.39M +109,791 +19%
GC
81
Guggenheim Capital
Illinois
$46.2M +$5.08M +75,396 +13%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$44.3M -$2.94M -43,700 -6%
Citigroup
83
Citigroup
New York
$43.9M +$19.7M +292,973 +85%
CC
84
Carlson Capital
Texas
$43.5M +$15M +222,289 +54%
Prudential Financial
85
Prudential Financial
New Jersey
$43.4M -$5.92M -87,912 -12%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$42.2M +$30M +445,500 +262%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$42.1M -$223K -3,314 -0.5%
SLAM
88
Swiss Life Asset Management
$41.7M +$4.42M +65,716 +12%
CBOA
89
Commonwealth Bank of Australia
Australia
$40.7M -$82.8M -1,230,037 -64%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$40.5M +$9.91M +147,249 +33%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$40M -$17.5M -259,232 -31%
O
92
OppenheimerFunds
New York
$39.4M +$343K +5,088 +0.9%
ZIM
93
Zacks Investment Management
Illinois
$37M +$242K +3,591 +0.7%
Canada Life
94
Canada Life
Manitoba, Canada
$35.6M +$792K +11,760 +2%
USAA
95
United Services Automobile Association
Texas
$35.4M +$5.19M +77,089 +18%
MAM
96
Martingale Asset Management
Massachusetts
$32.3M +$4.45M +66,124 +16%
ACI
97
AMP Capital Investors
Australia
$31.7M +$2.89M +42,946 +10%
National Pension Service
98
National Pension Service
South Korea
$31.6M +$829K +12,309 +3%
RCAMU
99
Rothschild & Co Asset Management US
Connecticut
$31.6M -$1.33M -19,709 -4%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$30.5M +$94K +1,396 +0.3%

AEP Hedge Fund Activity: Q1 2018 in Review

997 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2018, worth a combined $24.4B — down 6.3% from $26B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AEP positions and 93 closed out — a net gain of 13 holders — while 309 added to existing stakes and 391 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $540M. The largest seller was T. Rowe Price Associates, cutting an estimated $415M.

  • 997 institutional investors held American Electric Power (AEP) as of Q1 2018, up from 994 in Q4 2017.
  • Funds reported $24.4B of American Electric Power stock for Q1 2018, down 6.3% quarter-over-quarter.
  • 106 funds opened new American Electric Power positions in Q1 2018 and 93 closed out, a net change of +13 holders.
  • The largest American Electric Power buyer in Q1 2018 was Wellington Management Group, an estimated $540M added.
  • The largest American Electric Power seller in Q1 2018 was T. Rowe Price Associates, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2018.