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American Electric Power

1,083 hedge funds and large institutions have $26.7B invested in American Electric Power in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 83

29% more call options, than puts

Call options by funds: $144M | Put options by funds: $112M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 1,0031,083 (+80)

5% more capital invested

Capital invested by funds: $25.5B → $26.7B (+$1.17B)

0.75% more ownership

Funds ownership: 73.03%73.78% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

Holders
1,083
Holders Change
+80
Holders Change %
+7.98%
% of All Funds
24.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
174
Increased
337
Reduced
360
Closed
83
Calls
$144M
Puts
$112M
Net Calls
+$32.1M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
CIBC World Markets
New York
$12.2M +$308K +4,105 +3%
FMLI
152
Fukoku Mutual Life Insurance
Japan
$11.9M +$60K +800 +0.5%
ASRS
153
Arizona State Retirement System
Arizona
$11.6M -$2.44M -32,540 -17%
CPSAC
154
Chas P. Smith & Associates (CPS)
Florida
$11.4M +$11.4M +152,548 New
WCM
155
Wedge Capital Management
North Carolina
$11.1M +$11.1M +148,335 New
RPI
156
Railway Pension Investments
United Kingdom
$11M +$11.1M +147,500 New
UCFA
157
United Capital Financial Advisors
Texas
$11M +$167K +2,231 +2%
Calamos Advisors
158
Calamos Advisors
Illinois
$11M +$1.63M +21,702 +17%
EP
159
Elkfork Partners
Oregon
$11M +$1.73M +23,072 +19%
BSPF
160
British Steel Pension Fund
United Kingdom
$10.9M +$11.6M +154,000 New
Squarepoint
161
Squarepoint
New York
$10.9M -$8.61M -114,751 -44%
HTC
162
Haverford Trust Company
Pennsylvania
$10.8M -$270K -3,598 -2%
SB
163
Suntrust Banks
Georgia
$10.7M -$132K -1,756 -1%
SOMRS
164
State of Michigan Retirement System
Michigan
$10.6M -$428K -5,700 -4%
MIM
165
MetLife Investment Management
New Jersey
$10.5M -$178K -2,377 -2%
Comerica Bank
166
Comerica Bank
Texas
$10.4M -$271K -3,618 -3%
MSL
167
Mackay Shields LLC
New York
$10M +$10.1M +134,358 New
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$9.97M +$1.72M +22,862 +21%
FT
169
Fiduciary Trust
Massachusetts
$9.9M -$105K -1,398 -1%
SEI Investments
170
SEI Investments
Pennsylvania
$9.54M +$484K +6,454 +5%
Marshall Wace
171
Marshall Wace
United Kingdom
$9.38M -$6.82M -90,916 -42%
EIA
172
Edgemoor Investment Advisors
Maryland
$9.15M -$118K -1,574 -1%
WT
173
Whittier Trust
California
$9.12M +$80.4K +1,072 +0.9%
BF
174
BOK Financial
Oklahoma
$9.07M +$4.15M +55,289 +84%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$8.98M +$401K +5,344 +5%

AEP Hedge Fund Activity: Q4 2018 in Review

1,083 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2018, worth a combined $26.7B — up 4.6% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new AEP positions and 83 closed out — a net gain of 91 holders — while 337 added to existing stakes and 360 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $260M. The largest seller was Massachusetts Financial Services, cutting an estimated $137M.

  • 1,083 institutional investors held American Electric Power (AEP) as of Q4 2018, up from 1,003 in Q3 2018.
  • Funds reported $26.7B of American Electric Power stock for Q4 2018, up 4.6% quarter-over-quarter.
  • 174 funds opened new American Electric Power positions in Q4 2018 and 83 closed out, a net change of +91 holders.
  • The largest American Electric Power buyer in Q4 2018 was Capital Research Global Investors, an estimated $260M added.
  • The largest American Electric Power seller in Q4 2018 was Massachusetts Financial Services, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2018.