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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B +$108M +1,445,128 +4%
BlackRock
2
BlackRock
New York
$2.48B +$57.1M +763,950 +2%
State Street
3
State Street
Massachusetts
$1.77B -$24.1M -322,693 -1%
Bank of America
4
Bank of America
North Carolina
$1.27B +$34.7M +464,043 +3%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.26B +$451M +6,031,560 +54%
Wells Fargo
6
Wells Fargo
California
$850M +$114M +1,526,465 +15%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$604M +$61.6M +824,816 +11%
Invesco
8
Invesco
Georgia
$542M +$28.4M +380,128 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$478M -$14.9M -198,883 -3%
Northern Trust
10
Northern Trust
Illinois
$437M -$3.3M -44,191 -0.7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$432M -$13.5M -181,339 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$392M +$15.3M +205,268 +4%
Renaissance Technologies
13
Renaissance Technologies
New York
$385M +$18.4M +245,600 +5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$368M -$48.9M -653,975 -12%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$367M -$36.9M -493,264 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$359M +$12M +161,176 +3%
AQR Capital Management
17
AQR Capital Management
Connecticut
$314M +$3.89M +52,005 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$310M -$25.7M -343,534 -8%
Franklin Resources
19
Franklin Resources
California
$306M -$553K -7,405 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$299M -$5.76M -77,054 -2%
TCIM
21
TIAA CREF Investment Management
New York
$283M +$7.54M +100,915 +3%
AAMU
22
Amundi Asset Management US
Massachusetts
$273M -$85.2M -1,140,419 -24%
Legal & General Group
23
Legal & General Group
United Kingdom
$272M -$1.11M -14,906 -0.4%
Goldman Sachs
24
Goldman Sachs
New York
$232M +$23.4M +312,953 +11%
Jennison Associates
25
Jennison Associates
New York
$230M +$87.6M +1,172,085 +60%

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.