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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
LM
101
Luminus Management
Texas
$30.4M +$29.9M +443,360 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$30.2M -$7.31M -108,597 -20%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$30M -$21.6M -320,502 -42%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$27M -$2.93M -43,562 -10%
HI
105
HBK Investments
Texas
$25.2M +$22M +326,754 +813%
NIPH
106
NN Investment Partners Holdings
Netherlands
$24.8M -$332K -4,932 -1%
BG
107
Bollard Group
Massachusetts
$23.7M +$326K +4,841 +1%
VDI
108
Vaughan David Investments
Illinois
$23.4M +$916K +13,605 +4%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.6M -$985K -14,637 -4%
FAF
110
Första AP-fonden
Sweden
$22.2M +$15.3M +227,200 +236%
BC
111
Blackstart Capital
New York
$22.1M +$21.7M +322,268 New
AG
112
Aperio Group
California
$22M -$604K -8,972 -3%
MAM
113
Magellan Asset Management
Australia
$21.8M +$3.86M +57,338 +22%
PR
114
Payden & Rygel
California
$21M +$4.21M +62,600 +26%
US Bancorp
115
US Bancorp
Minnesota
$20.9M -$308K -4,580 -1%
WMSA
116
Weiss Multi-Strategy Advisers
New York
$19.9M +$2.66M +39,580 +16%
Victory Capital Management
117
Victory Capital Management
Texas
$19.6M +$18.7M +277,822 +3,574%
Aviva
118
Aviva
United Kingdom
$18.6M -$1.57M -23,379 -8%
H
119
Hexavest
Quebec, Canada
$18.5M +$9.69M +143,944 +115%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$18.2M +$3.59M +53,346 +25%
CPP
121
Crow Point Partners
Massachusetts
$17.8M -$1.01M -15,000 -5%
ORIO
122
Old Republic International (ORI)
Illinois
$17.8M +$5.99M +89,000 +52%
SAM
123
Shell Asset Management
Netherlands
$17.7M +$2.36M +35,099 +16%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$17.2M +$1.49M +22,190 +10%
WIC
125
Willis Investment Counsel
Georgia
$16.7M +$384K +5,700 +2%

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.