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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
CWM
151
CIBC World Markets
New York
$11.4M +$6.76M +100,341 +157%
WCM
152
Wedge Capital Management
North Carolina
$11.2M -$315K -4,681 -3%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$11M +$15.6K +232 +0.1%
FMLI
154
Fukoku Mutual Life Insurance
Japan
$10.9M
AIG
155
American International Group
New York
$10.9M -$49.6K -736 -0.5%
GT
156
Glenmede Trust
Pennsylvania
$10.9M +$206K +3,055 +2%
BSPF
157
British Steel Pension Fund
United Kingdom
$10.7M
SC
158
Stralem & Co
New York
$10.5M +$10.2M +151,565 New
BCIM
159
British Columbia Investment Management
British Columbia, Canada
$10.5M -$2.26M -33,625 -18%
EP
160
Elkfork Partners
Oregon
$10.4M -$586K -8,708 -5%
HTC
161
Haverford Trust Company
Pennsylvania
$10.4M -$5.46M -81,134 -35%
SB
162
Suntrust Banks
Georgia
$10.3M +$130K +1,937 +1%
WT
163
Whittier Trust
California
$10.2M -$78.3K -1,162 -0.8%
SOMRS
164
State of Michigan Retirement System
Michigan
$10.1M +$60.6K +900 +0.6%
MIM
165
MetLife Investment Management
New Jersey
$10M -$207K -3,076 -2%
SEI Investments
166
SEI Investments
Pennsylvania
$10M +$2.96M +44,008 +44%
FT
167
Fiduciary Trust
Massachusetts
$10M -$23.6K -351 -0.2%
UCFA
168
United Capital Financial Advisors
Texas
$9.96M +$192K +2,844 +2%
Citigroup
169
Citigroup
New York
$9.73M -$33.6M -499,094 -78%
SCM
170
Stevens Capital Management
Pennsylvania
$9.33M -$3.07M -45,641 -25%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$9.13M -$5.53M -82,170 -38%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$8.95M
EIA
173
Edgemoor Investment Advisors
Maryland
$8.64M -$106K -1,579 -1%
FIM
174
Frontier Investment Management
Texas
$8.42M +$526K +7,818 +7%
TPSF
175
Texas Permanent School Fund
Texas
$8.32M -$467K -6,936 -5%

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.