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American Electric Power

867 hedge funds and large institutions have $23.5B invested in American Electric Power in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 316 increasing their positions, 316 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.87B)

1.28% more ownership

Funds ownership: 69.21%70.49% (+1.3%)

2% more call options, than puts

Call options by funds: $108M | Put options by funds: $106M

0% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 316

0% less funds holding

Funds holding: 871867 (-4)

Holders
867
Holders Change
-4
Holders Change %
-0.46%
% of All Funds
21.58%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
316
Reduced
316
Closed
62
Calls
$108M
Puts
$106M
Net Calls
+$2.58M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$6.67M +$2.78M +42,933 +76%
BIM
202
Bridgecreek Investment Management
Oklahoma
$6.41M +$97.5K +1,505 +2%
HighTower Advisors
203
HighTower Advisors
Illinois
$6.37M +$185K +2,861 +3%
Lazard Asset Management
204
Lazard Asset Management
New York
$6.31M -$20.1M -310,471 -77%
FIM
205
Frontier Investment Management
Texas
$6.3M +$482K +7,435 +9%
LPL Financial
206
LPL Financial
California
$6.24M +$187K +2,881 +3%
OIM
207
Opus Investment Management
Massachusetts
$6.22M
SEI Investments
208
SEI Investments
Pennsylvania
$6.14M +$2.06M +31,779 +53%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$6.13M -$188K -2,898 -3%
KeyBank National Association
210
KeyBank National Association
Ohio
$6.1M +$65 +1 +0%
MAM
211
Majedie Asset Management
United Kingdom
$6.09M +$5.88M +90,738 New
URS
212
Utah Retirement Systems
Utah
$6.05M +$6.48K +100 +0.1%
DCM
213
Dupont Capital Management
Delaware
$5.97M +$1.43M +22,042 +33%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$5.91M +$143K +2,210 +3%
GT
215
Greenleaf Trust
Michigan
$5.82M -$982K -15,168 -15%
AG
216
Advisor Group
Arizona
$5.81M +$99.6K +1,538 +2%
GCAC
217
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.64M -$23.3K -360 -0.4%
ZIG
218
Zurich Insurance Group
Switzerland
$5.62M -$1.5M -23,205 -22%
Squarepoint
219
Squarepoint
New York
$5.61M +$3.25M +50,123 +150%
HFS
220
HL Financial Services
Kentucky
$5.51M -$410K -6,335 -7%
FAF
221
Fjarde Ap-fonden
Sweden
$5.48M -$524K -8,083 -9%
CAM
222
Carret Asset Management
New York
$5.28M -$45.7K -705 -0.9%
ProShare Advisors
223
ProShare Advisors
Maryland
$5.23M -$92.6K -1,430 -2%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$5.23M -$2.33K -36 -0%
FVCM
225
F&V Capital Management
Florida
$5.07M -$123K -1,905 -2%

AEP Hedge Fund Activity: Q1 2017 in Review

867 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2017, worth a combined $23.5B — up 8.6% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AEP positions and 62 closed out — a net gain of 8 holders — while 316 added to existing stakes and 316 trimmed.

The largest buyer was BlackRock, adding an estimated $2.1B. The largest seller was Fidelity Investments, cutting an estimated $111M.

  • 867 institutional investors held American Electric Power (AEP) as of Q1 2017, down from 871 in Q4 2016.
  • Funds reported $23.5B of American Electric Power stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 70 funds opened new American Electric Power positions in Q1 2017 and 62 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2017 was BlackRock, an estimated $2.1B added.
  • The largest American Electric Power seller in Q1 2017 was Fidelity Investments, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.