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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B +$72.8M +1,124,366 +3%
BlackRock
2
BlackRock
New York
$2.27B +$2.1B +32,463,953 +2,394%
State Street
3
State Street
Massachusetts
$1.68B +$9.94M +153,485 +0.6%
Bank of America
4
Bank of America
North Carolina
$1.13B +$57M +879,822 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$527M +$55.4M +855,923 +12%
Wells Fargo
6
Wells Fargo
California
$515M +$69.3M +1,069,388 +16%
Millennium Management
7
Millennium Management
New York
$460M +$35.4M +546,632 +9%
Invesco
8
Invesco
Georgia
$457M +$1.57M +24,190 +0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$424M -$111M -1,712,859 -21%
AllianceBernstein
10
AllianceBernstein
Tennessee
$411M -$4.75M -73,342 -1%
Northern Trust
11
Northern Trust
Illinois
$388M +$17.5M +270,811 +5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$377M -$65M -1,003,738 -15%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$363M -$6.15M -94,880 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$336M -$36M -556,176 -10%
AAMU
15
Amundi Asset Management US
Massachusetts
$317M +$37.9M +585,220 +14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$312M -$59M -910,493 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$306M +$19.2M +296,218 +7%
Renaissance Technologies
18
Renaissance Technologies
New York
$294M +$32.1M +496,200 +13%
CBOA
19
Commonwealth Bank of Australia
Australia
$287M +$147M +2,270,939 +113%
Franklin Resources
20
Franklin Resources
California
$274M -$439K -6,780 -0.2%
JP Morgan Chase
21
JP Morgan Chase
New York
$273M +$41.2M +636,306 +19%
Federated Hermes
22
Federated Hermes
Pennsylvania
$260M +$4.68M +72,270 +2%
AL
23
AJO LP
Pennsylvania
$240M -$8.16M -126,022 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$236M +$7.71M +119,113 +4%
TCIM
25
TIAA CREF Investment Management
New York
$234M +$21.8M +336,108 +11%

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.