We are live on ! Find out more
AEP icon

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
QSS
1026
Quantitative Systematic Strategies
Florida
-$241K -3,434 Closed
BTNA
1027
Bremer Trust National Association
Minnesota
-$213K -3,029 Closed
UR
1028
USCA RIA
Texas
-$209K -3,008 Closed
EB
1029
Eastern Bank
Massachusetts
-$205K -2,919 Closed
LCM
1030
Laurion Capital Management
New York
-$204K -2,900 Closed
GLA
1031
Great Lakes Advisors
Illinois
-$203K -2,896 Closed
1832 Asset Management
1032
1832 Asset Management
Ontario, Canada
-$195K -2,867 Closed
BONST
1033
Bank of Nova Scotia Trust
Ontario, Canada
-$140K -2,000 Closed
FA
1034
Financial Advantage
Maryland
-$140K -2,000 Closed
OAM
1035
Oppenheimer Asset Management
New York
-$54K -759 Closed
KPCM
1036
Kings Point Capital Management
New York
-$47K -663 Closed
BIMC
1037
Benson Investment Management Company
Virginia
-$35K -493 Closed
BA
1038
Bristlecone Advisors
Washington
-$25K -350 Closed
MCIA
1039
Mountain Capital Investment Advisors
Colorado
-$23K -329 Closed
AC
1040
Alexandria Capital
Virginia
-$21K -300 Closed
HCC
1041
Hirtle Callaghan & Co
Pennsylvania
-$8K -112 Closed
OSAM
1042
O'Shaughnessy Asset Management
Connecticut
-$7K -103 Closed
FMA
1043
FNY Managed Accounts
New York
-$5K -84 Closed
ACM
1044
Aviance Capital Management
Florida
-$1K -18 Closed
CIM
1045
Contravisory Investment Management
Massachusetts
+$299 +4 New

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.