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American Electric Power

874 hedge funds and large institutions have $23.9B invested in American Electric Power in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 320 increasing their positions, 292 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 44

50% more call options, than puts

Call options by funds: $133M | Put options by funds: $88.9M

8% more capital invested

Capital invested by funds: $22.1B → $23.9B (+$1.83B)

3% more funds holding

Funds holding: 845874 (+29)

10% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 292

0.73% less ownership

Funds ownership: 69.74%69.01% (-0.73%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
874
Holders Change
+29
Holders Change %
+3.43%
% of All Funds
23.33%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
80
Increased
320
Reduced
292
Closed
44
Calls
$133M
Puts
$88.9M
Net Calls
+$44M
Net Calls Change
-$76M
Name Holding Trade Value Shares
Change
Change in
Stake
W
551
Wealthfront
California
$525K +$35.7K +546 +8%
ICAS
552
Investors Capital Advisory Services
Massachusetts
$523K +$10.5K +160 +2%
KCM
553
Kornitzer Capital Management
Kansas
$522K -$26.2K -400 -5%
CTI
554
Community Trust & Investment
Kentucky
$521K
ITIM
555
Indiana Trust & Investment Management
Indiana
$516K -$6.87K -105 -1%
MAM
556
Mastrapasqua Asset Management
Tennessee
$516K +$10.8K +165 +2%
GI
557
GAMCO Investors
Connecticut
$515K
CWM
558
Concert Wealth Management
California
$513K +$6.28K +96 +1%
CB
559
Community Bank
New York
$507K
LOAME
560
Lombard Odier Asset Management (Europe)
United Kingdom
$506K +$473K +7,221 New
CFA
561
Carroll Financial Associates
North Carolina
$505K
RP
562
Reinhart Partners
Wisconsin
$501K +$162K +2,470 +53%
SSWM
563
Smith Salley Wealth Management
North Carolina
$499K -$4.25K -65 -0.9%
CTA
564
Colonial Trust Advisors
South Carolina
$498K -$65.4K -1,000 -12%
HPC
565
HM Payson & Co
Maine
$498K -$65.4K -1,000 -12%
TCM
566
Tran Capital Management
California
$498K
CCM
567
Cadence Capital Management
Massachusetts
$494K -$688K -10,506 -60%
KIA
568
KCM Investment Advisors
California
$488K +$916 +14 +0.2%
WSCM
569
Wellington Shields Capital Management
New York
$483K
GLA
570
Great Lakes Advisors
Illinois
$480K +$29.4K +450 +7%
FCI
571
Financial Counselors Inc
Kansas
$477K -$16.2K -248 -4%
SCM
572
Schnieders Capital Management
California
$468K
AMIM
573
Aull & Monroe Investment Management
Alabama
$463K -$11.5K -176 -3%
CAI
574
Capital Advisors Inc
Oklahoma
$458K +$27.8K +425 +7%
NAMA
575
Nikko Asset Management Americas
New York
$454K