We are live on ! Find out more
AEP icon

American Electric Power

895 hedge funds and large institutions have $24.7B invested in American Electric Power in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 325 increasing their positions, 301 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

1% more funds holding

Funds holding: 886895 (+9)

8% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 301

0% more capital invested

Capital invested by funds: $24.6B → $24.7B (+$120M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.45% less ownership

Funds ownership: 71.35%70.9% (-0.45%)

4% less call options, than puts

Call options by funds: $98.1M | Put options by funds: $102M

Holders
895
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
22.31%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
69
Increased
325
Reduced
301
Closed
55
Calls
$98.1M
Puts
$102M
Net Calls
-$4.23M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
801
Alpha Omega Wealth Management
Virginia
$63K
HWP
802
Hefty Wealth Partners
Indiana
$63K
JWA
803
JFS Wealth Advisors
Pennsylvania
$61K +$499 +7 +0.8%
AF
804
Arrow Financial
New York
$59K -$10.7K -150 -15%
CCMW
805
Cypress Capital Management (Wyoming)
Wyoming
$59K
VCM
806
Versant Capital Management
Arizona
$59K +$3.99K +56 +7%
BRC
807
Bell Rock Capital
Delaware
$57K
LF
808
Lee Financial
Texas
$56K
SBL
809
Sargent Bickham Lagudis
Colorado
$56K
CFA
810
Camarda Financial Advisors
Florida
$54K
OAM
811
Oppenheimer Asset Management
New York
$54K +$12.6K +177 +30%
IP
812
Isthmus Partners
Wisconsin
$53K
TC
813
Trust Company
Kansas
$51K -$9.97K -140 -16%
DOA
814
D'Orazio & Associates
Virginia
$50K
OIA
815
OneDigital Investment Advisors
Kansas
$49K
KPCM
816
Kings Point Capital Management
New York
$47K +$47.2K +663 New
FFC
817
First Financial Corp
Indiana
$46K
SJIM
818
St. Johns Investment Management
Florida
$45K
WOC
819
West Oak Capital
California
$43.6K
CAPTRUST Financial Advisors
820
CAPTRUST Financial Advisors
North Carolina
$43K +$46.4K +651 New
BWA
821
Burt Wealth Advisors
Maryland
$41K
PFBT
822
Parkside Financial Bank & Trust
Missouri
$41K
IDBONY
823
Israel Discount Bank of New York
New York
$38K
JCM
824
Jacobi Capital Management
Pennsylvania
$37K
LWA
825
Lowe Wealth Advisors
Maryland
$36K