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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
N
126
Nuveen
North Carolina
$18.8M +$11.8M +174,941 +182%
Marshall Wace
127
Marshall Wace
United Kingdom
$18.5M +$18M +266,837 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$17.3M -$92.9K -1,380 -0.5%
WIC
129
Willis Investment Counsel
Georgia
$16.9M
CIM
130
Castleton Investment Management
Connecticut
$16.6M +$16.2M +240,299 New
Korea Investment Corp
131
Korea Investment Corp
South Korea
$16.3M +$162K +2,400 +1%
SAM
132
Shell Asset Management
Netherlands
$16.1M -$1.72M -25,590 -10%
CPP
133
Crow Point Partners
Massachusetts
$15.9M -$2.02M -30,000 -12%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$15.9M +$4.43M +65,800 +40%
MAM
135
Majedie Asset Management
United Kingdom
$14.7M -$882K -13,091 -6%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$14.4M +$3.03M +45,051 +28%
Stifel Financial
137
Stifel Financial
Missouri
$14.4M +$236K +3,503 +2%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$14.1M +$8.53M +126,703 +166%
MSL
139
Mackay Shields LLC
New York
$14M -$508K -7,542 -4%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$14M +$13.6M +201,796 New
AIP
141
ARS Investment Partners
New York
$14M +$206K +3,064 +2%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$13.4M -$371K -5,512 -3%
CA
143
Cortland Advisers
Delaware
$12.8M -$888K -13,186 -7%
MCIM
144
Meadow Creek Investment Management
Georgia
$12.6M -$712K -10,574 -5%
ASRS
145
Arizona State Retirement System
Arizona
$12.6M -$2.61M -38,747 -18%
LC
146
LNZ Capital
New York
$12.5M +$12.1M +180,000 New
SHA
147
Shelter Harbor Advisors
Connecticut
$12.1M +$11.8M +175,000 New
RJFSA
148
Raymond James Financial Services Advisors
Florida
$12.1M +$831K +12,334 +8%
Comerica Bank
149
Comerica Bank
Texas
$11.6M -$338K -5,016 -3%
LPL Financial
150
LPL Financial
California
$11.5M +$24.3K +361 +0.2%

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.