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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
CC
101
Carlson Capital
Texas
$30.3M +$7.17M +96,015 +30%
MAM
102
Martingale Asset Management
Massachusetts
$29.7M -$590K -7,893 -2%
SO
103
STRS Ohio
Ohio
$29.5M -$1.19M -15,942 -4%
NIPH
104
NN Investment Partners Holdings
Netherlands
$27M -$2.17M -29,051 -7%
Citigroup
105
Citigroup
New York
$25.5M +$13.8M +185,181 +115%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3M +$117K +1,561 +0.5%
BG
107
Bollard Group
Massachusetts
$25M +$273K +3,660 +1%
AG
108
Aperio Group
California
$24.2M +$5.67M +75,947 +30%
VDI
109
Vaughan David Investments
Illinois
$24M -$285K -3,820 -1%
Macquarie Group
110
Macquarie Group
Australia
$22.8M -$16.7M -223,100 -45%
Axa
111
Axa
France
$22.7M -$665K -8,900 -3%
US Bancorp
112
US Bancorp
Minnesota
$22.7M -$200K -2,679 -0.9%
Aviva
113
Aviva
United Kingdom
$21.7M -$3.21M -42,899 -13%
CM
114
Churchill Management
California
$21.6M +$18.9M +253,402 +631%
Two Sigma Advisers
115
Two Sigma Advisers
New York
$20.7M -$61.3M -820,598 -74%
CPP
116
Crow Point Partners
Massachusetts
$20.3M -$1.49M -20,000 -7%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$19.1M +$2.73M +36,500 +16%
MAM
118
Magellan Asset Management
Australia
$19.1M -$1.27M -16,973 -6%
WMSA
119
Weiss Multi-Strategy Advisers
New York
$18.4M +$1.38M +18,491 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
120
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.4M -$1.24M -16,600 -6%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$18.2M +$3.99M +53,441 +28%
PR
122
Payden & Rygel
California
$18M
CIM
123
Castleton Investment Management
Connecticut
$17.9M +$7.61M +101,811 +72%
WIC
124
Willis Investment Counsel
Georgia
$17.5M +$359K +4,800 +2%
Marshall Wace
125
Marshall Wace
United Kingdom
$17.5M +$12.5M +166,708 +235%

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.