We are live on ! Find out more
AEP icon

American Electric Power

994 hedge funds and large institutions have $26B invested in American Electric Power in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 322 increasing their positions, 333 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 51

11% more funds holding

Funds holding: 895994 (+99)

5% more capital invested

Capital invested by funds: $24.7B → $26B (+$1.3B)

1.04% more ownership

Funds ownership: 70.9%71.93% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 333

8% less call options, than puts

Call options by funds: $98.5M | Put options by funds: $107M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
994
Holders Change
+99
Holders Change %
+11.06%
% of All Funds
22.54%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
157
Increased
322
Reduced
333
Closed
51
Calls
$98.5M
Puts
$107M
Net Calls
-$8.02M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
201
USS Investment Management
United Kingdom
$6.81M +$6.92M +92,600 New
URS
202
Utah Retirement Systems
Utah
$6.74M +$97.1K +1,300 +1%
EA
203
Ecofin Advisors
United Kingdom
$6.71M -$1.6M -21,387 -19%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$6.7M +$327K +4,371 +5%
SEI Investments
205
SEI Investments
Pennsylvania
$6.46M -$1.19M -15,925 -16%
FAF
206
Fjarde Ap-fonden
Sweden
$6.41M +$1.12M +14,969 +21%
ZIG
207
Zurich Insurance Group
Switzerland
$6.22M +$1.39M +18,564 +28%
CAM
208
Carret Asset Management
New York
$6.12M -$146K -1,952 -2%
OIM
209
Opus Investment Management
Massachusetts
$6.08M -$194K -2,600 -3%
Nomura Asset Management
210
Nomura Asset Management
Japan
$6.06M +$86.5K +1,158 +1%
HFS
211
HL Financial Services
Kentucky
$6.02M -$363K -4,858 -6%
NLGIA
212
Nippon Life Global Investors Americas
New York
$6M -$457K -6,120 -7%
NA
213
Neuburgh Advisers
California
$5.96M +$662K +8,864 +12%
Squarepoint
214
Squarepoint
New York
$5.94M +$2.15M +28,773 +55%
QC
215
Quadrature Capital
United Kingdom
$5.92M +$6.01M +80,482 New
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$5.92M +$190K +2,546 +3%
KeyBank National Association
217
KeyBank National Association
Ohio
$5.82M -$543K -7,268 -8%
SAM
218
Securian Asset Management
Minnesota
$5.81M -$221K -2,962 -4%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$5.77M +$47.6K +637 +0.8%
EIM
220
ExxonMobil Investment Management
Texas
$5.75M -$868K -11,612 -13%
Creative Planning
221
Creative Planning
Kansas
$5.7M +$690K +9,231 +14%
Lazard Asset Management
222
Lazard Asset Management
New York
$5.62M +$9.86K +132 +0.2%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$5.61M +$5.7M +76,224 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$5.52M -$86.7K -1,160 -2%
HNB
225
Huntington National Bank
Ohio
$5.41M +$615K +8,227 +13%

AEP Hedge Fund Activity: Q4 2017 in Review

994 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q4 2017, worth a combined $26B — up 5.3% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new AEP positions and 51 closed out — a net gain of 106 holders — while 322 added to existing stakes and 333 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $451M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $185M.

  • 994 institutional investors held American Electric Power (AEP) as of Q4 2017, up from 895 in Q3 2017.
  • Funds reported $26B of American Electric Power stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 157 funds opened new American Electric Power positions in Q4 2017 and 51 closed out, a net change of +106 holders.
  • The largest American Electric Power buyer in Q4 2017 was Capital Research Global Investors, an estimated $451M added.
  • The largest American Electric Power seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $185M sold.

Based on aggregated 13F filings for Q4 2017.