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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
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$221K
BIM
702
Bridges Investment Management
Nebraska
$220K +$205K +3,140 New
CT
703
Coastline Trust
Rhode Island
$217K
FFA
704
First Foundation Advisors
California
$217K
PAIA
705
Park Avenue Institutional Advisers
New York
$217K
CCM
706
CrestPoint Capital Management
Missouri
$217K +$203K +3,100 New
CL
707
Choreo LLC
Illinois
$216K +$1.83K +28 +0.9%
TAM
708
TPH Asset Management
Texas
$216K +$202K +3,086 New
BFC
709
Blue Fin Capital
Rhode Island
$211K +$197K +3,015 New
PCMM
710
Private Capital Management (Minnesota)
Minnesota
$210K
IIC
711
Ironwood Investment Counsel
Arizona
$210K +$196K +3,000 New
CCT
712
Chemung Canal Trust
New York
$210K +$196K +3,001 New
NFA
713
Nuveen Fund Advisors
Illinois
$208K +$194K +2,967 New
IAM
714
Impax Asset Management
New Hampshire
$207K +$193K +2,947 New
SBH
715
Segall Bryant & Hamill
Illinois
$207K +$193K +2,953 New
CC
716
Cannell & Co
New York
$207K +$194K +2,957 New
BA
717
Boston Advisors
Massachusetts
$206K -$16.4K -250 -8%
TYCC
718
Texas Yale Capital Corp
Florida
$206K +$193K +2,945 New
UBWV
719
United Bank (West Virginia)
West Virginia
$203K -$32.7K -500 -15%
PMFA
720
Plante Moran Financial Advisors
Michigan
$202K +$11.3K +173 +6%
HL
721
HeadInvest LLC
Maine
$202K +$189K +2,888 New
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$201K +$188K +2,875 New
CCC
723
Chelsea Counsel Company
California
$200K +$187K +2,860 New
MCM
724
Manchester Capital Management
Vermont
$198K
AIM
725
Assured Investment Management
New York
$196K -$714K -10,907 -80%