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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
HPC
1001
HM Payson & Co
Maine
-$445K -6,477 Closed
OAM
1002
Oxford Asset Management
United Kingdom
-$424K -6,178 Closed
FRM
1003
Fox Run Management
Connecticut
-$417K -6,086 Closed
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
-$405K -5,910 Closed
PHK
1005
Point72 Hong Kong
Hong Kong
-$348K -5,075 Closed
CG
1006
CFO4Life Group
Texas
-$342K -4,979 Closed
PMAM
1007
Picton Mahoney Asset Management
Ontario, Canada
-$335K -4,900 Closed
Tudor Investment Corp
1008
Tudor Investment Corp
Connecticut
-$319K -4,658 Closed
NWP
1009
Northstar Wealth Partners
Connecticut
-$318K -4,640 Closed
HFS
1010
Haverford Financial Services
Pennsylvania
-$282K -4,108 Closed
FCBT
1011
First Citizens Bank & Trust
North Carolina
-$278K -4,049 Closed
RRC
1012
Relaxing Retirement Coach
Massachusetts
-$270K -3,934 Closed
TNBTD
1013
Trustmark National Bank Trust Department
Mississippi
-$255K -3,718 Closed
BAM
1014
Belpointe Asset Management
Nevada
-$247K -3,601 Closed
FLPIM
1015
F.L. Putnam Investment Management
Massachusetts
-$247K -3,594 Closed
BB
1016
Busey Bank
Illinois
-$245K -3,572 Closed
CLOS
1017
Compagnie Lombard Odier SCmA
Switzerland
-$233K -3,400 Closed
QSS
1018
Quantitative Systematic Strategies
Florida
-$232K -3,382 Closed
AWA
1019
ARS Wealth Advisors
Florida
-$232K -3,376 Closed
TG
1020
TLP Group
Illinois
-$225K -3,277 Closed
OPCM
1021
Osborne Partners Capital Management
California
-$224K -3,271 Closed
SC
1022
SRB Corp
Massachusetts
-$217K -3,169 Closed
KWMG
1023
King Wealth Management Group
Florida
-$200K -2,919 Closed
OTC
1024
Opera Trading Capital
France
-$192 -2,800 Closed
ACA
1025
Atlas Capital Advisors
Wyoming
-$152K -2,214 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.