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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
LJHT
851
Laurie J. Hall Trustee
$7K
LWM
852
LBA Wealth Management
Florida
$7K
MCM
853
MV Capital Management
Maryland
$7K
Carson Wealth (CWM LLC)
854
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.54K +100 New
JFA
855
JNBA Financial Advisors
Minnesota
$6K -$6.81K -104 -56%
RCG
856
Ruggie Capital Group
Florida
$6K
OC
857
Oakworth Capital
Alabama
$6K +$4.91K +75 +395%
TCM
858
Tradewinds Capital Management
Washington
$5K
RWG
859
Regal Wealth Group
California
$5K +$4.52K +69 New
FAM
860
Fred Alger Management
New York
$4K
SAM
861
Shamrock Asset Management
Texas
$4K
MWM
862
MinichMacGregor Wealth Management
New York
$4K +$65 +1 +2%
CCMW
863
Cypress Capital Management (Wyoming)
Wyoming
$3.85K
AI
864
ArchPoint Investors
Florida
$3K
BL
865
Balentine LLC
Georgia
$3K +$2.68K +41 New
HCM
866
Herndon Capital Management
Georgia
$3K +$2.94K +45 New
SFG
867
SevenBridge Financial Group
Pennsylvania
$2K +$1.44K +22 New
DPA
868
Delphi Private Advisors
California
$2K +$1.57K +24 New
DWT
869
Dorsey & Whitney Trust
South Dakota
$2K +$1.57K +24 New
AT
870
Arden Trust
Delaware
$1.68K +$29.4K +450 +2%
PCP
871
Proficio Capital Partners
Massachusetts
$1K -$6.09K -93 -85%
DSN
872
D. Scott Neal
Kentucky
$1K
CA
873
Commerzbank Aktiengesellschaft
Germany
$945 -$260K -3,969 -23%
FHC
874
First Heartland Consultants
Missouri
$224 +$8.12K +124 +4%
NI
875
Numeric Investors
Massachusetts
-$109M -1,640,737 Closed