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American Electric Power

1,130 hedge funds and large institutions have $34.2B invested in American Electric Power in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $284M | Put options by funds: $207M

24% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 68

7% more capital invested

Capital invested by funds: $32.1B → $34.2B (+$2.1B)

4% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1221,130 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.09% less ownership

Funds ownership: 74.09%74% (-0.09%)

Holders
1,130
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
24.78%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
84
Increased
408
Reduced
393
Closed
68
Calls
$284M
Puts
$207M
Net Calls
+$77.2M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$365K +$354K +3,895 New
BWP
752
Bernardo Wealth Planning
Pennsylvania
$363K -$10.7K -118 -3%
LA
753
LexAurum Advisors
Kansas
$363K +$272 +3 +0.1%
WSTAM
754
Wilbanks Smith & Thomas Asset Management
Virginia
$361K +$84.4K +929 +32%
RRC
755
Relaxing Retirement Coach
Massachusetts
$360K
MRCM
756
M&R Capital Management
New Jersey
$359K -$91.3K -1,005 -21%
SWA
757
Stratos Wealth Advisors
Ohio
$358K -$23.8K -262 -6%
SCM
758
Schnieders Capital Management
California
$357K
MSA
759
Marino Stram & Associates
Massachusetts
$356K +$454 +5 +0.1%
AF
760
Advisornet Financial
Minnesota
$352K +$184K +2,025 +117%
APA
761
American Portfolios Advisors
New York
$352K +$20.6K +227 +6%
IBOK
762
Independence Bank of Kentucky
Kentucky
$351K
NPP
763
New Potomac Partners
Maryland
$350K -$114K -1,255 -25%
BA
764
Boston Advisors
Massachusetts
$349K
AWA
765
ARS Wealth Advisors
Florida
$348K +$272 +3 +0.1%
MYIA
766
Mount Yale Investment Advisors
Colorado
$348K +$24.4K +269 +7%
VRM
767
Vectors Research Management
New York
$346K +$182 +2 +0.1%
ODG
768
O'Dell Group
Ohio
$345K
HFA
769
Hoover Financial Advisors
Pennsylvania
$343K
WF
770
Welch & Forbes
Massachusetts
$343K +$29.4K +324 +10%
HIC
771
Holderness Investments Company
North Carolina
$342K
HC
772
HNP Capital
New York
$341K +$182 +2 +0.1%
PL
773
Perpetual Ltd
Australia
$337K
CGL
774
Clarius Group LLC
Washington
$336K +$34.1K +375 +12%
TU
775
TDAM USA
Ontario, Canada
$335K -$756K -8,323 -70%