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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
DOA
801
D'Orazio & Associates
Virginia
$50K
AOWM
802
Alpha Omega Wealth Management
Virginia
$49K
LWA
803
Lenox Wealth Advisors
New York
$49K +$45.8K +700 New
SAM
804
Sunnymeath Asset Management
New Jersey
$48K
CFA
805
Camarda Financial Advisors
Florida
$46K
EWM
806
Endurance Wealth Management
Rhode Island
$46K
BAM
807
Bruderman Asset Management
New York
$46K +$10.2K +156 +31%
SJIM
808
St. Johns Investment Management
Florida
$45K
BCM
809
Blume Capital Management
California
$43K
KLWA
810
Kelly Lawrence W & Associates
California
$42K
SCM
811
Southport Capital Management
Tennessee
$42K +$39.3K +600 New
RCM
812
Riverhead Capital Management
Delaware
$40K -$3.3M -50,489 -95%
BWA
813
Burt Wealth Advisors
Maryland
$40K -$8.7K -133 -19%
TJHA
814
Thomas J. Herzfeld Advisors
Florida
$37K
JCM
815
Jacobi Capital Management
Pennsylvania
$37K +$34.1K +521 New
LWA
816
Lowe Wealth Advisors
Maryland
$36K
VNA
817
Valley National Advisers
Pennsylvania
$36K +$16.1K +246 +90%
KLI
818
Kelman-Lazarov Inc
Tennessee
$35.1K
ACM
819
Armbruster Capital Management
New York
$35K
AssetMark Inc
820
AssetMark Inc
California
$34K -$2.55K -39 -7%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$34K
HDIM
822
Hanson & Doremus Investment Management
Vermont
$33K
CG
823
Cutler Group
California
$32K +$23.4K +358 +351%
PFS
824
Physicians Financial Services
North Carolina
$25K
CAW
825
Cornerstone Advisors (Washington)
Washington
$22K