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American Electric Power

886 hedge funds and large institutions have $24.6B invested in American Electric Power in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 330 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.9M

2% more funds holding

Funds holding: 867886 (+19)

5% more capital invested

Capital invested by funds: $23.5B → $24.6B (+$1.11B)

0.85% more ownership

Funds ownership: 70.49%71.35% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 330

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
886
Holders Change
+19
Holders Change %
+2.19%
% of All Funds
22.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
75
Increased
300
Reduced
330
Closed
45
Calls
$114M
Puts
$97.9M
Net Calls
+$16.4M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B +$59.7M +859,169 +3%
BlackRock
2
BlackRock
New York
$2.31B -$37.9M -545,264 -2%
State Street
3
State Street
Massachusetts
$1.69B -$46.6M -671,293 -3%
Bank of America
4
Bank of America
North Carolina
$1.16B -$5.04M -72,528 -0.4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$702M +$485M +6,983,864 +223%
Wells Fargo
6
Wells Fargo
California
$540M +$6.96M +100,204 +1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$535M -$10.5M -150,789 -2%
Invesco
8
Invesco
Georgia
$487M +$14.1M +203,035 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$441M +$15.6M +224,199 +4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$420M +$29.8M +429,515 +8%
Northern Trust
11
Northern Trust
Illinois
$396M -$5.66M -81,509 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$376M -$51.4K -740 -0%
AAMU
13
Amundi Asset Management US
Massachusetts
$372M +$44.5M +641,210 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$349M +$26.1M +375,670 +8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$333M -$106M -1,528,451 -24%
Renaissance Technologies
16
Renaissance Technologies
New York
$332M +$27.4M +394,800 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$327M -$20M -287,840 -6%
CBOA
18
Commonwealth Bank of Australia
Australia
$325M +$28.6M +411,040 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$321M +$4.35M +62,624 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$303M +$79.1M +1,137,941 +35%
Franklin Resources
21
Franklin Resources
California
$288M +$4.06M +58,469 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$273M -$9.54M -137,264 -3%
Federated Hermes
23
Federated Hermes
Pennsylvania
$270M +$572K +8,230 +0.2%
Goldman Sachs
24
Goldman Sachs
New York
$260M +$39.5M +569,295 +18%
TCIM
25
TIAA CREF Investment Management
New York
$256M +$14M +200,874 +6%

AEP Hedge Fund Activity: Q2 2017 in Review

886 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q2 2017, worth a combined $24.6B — up 4.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEP positions and 45 closed out — a net gain of 30 holders — while 300 added to existing stakes and 330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $485M. The largest seller was Millennium Management, cutting an estimated $290M.

  • 886 institutional investors held American Electric Power (AEP) as of Q2 2017, up from 867 in Q1 2017.
  • Funds reported $24.6B of American Electric Power stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 75 funds opened new American Electric Power positions in Q2 2017 and 45 closed out, a net change of +30 holders.
  • The largest American Electric Power buyer in Q2 2017 was Capital Research Global Investors, an estimated $485M added.
  • The largest American Electric Power seller in Q2 2017 was Millennium Management, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2017.