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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
TFO
851
Tarbox Family Office
California
$22K +$3.56K +50 +19%
Carson Wealth (CWM LLC)
852
Carson Wealth (CWM LLC)
Nebraska
$21K +$7.91K +111 +58%
PWM
853
Perigon Wealth Management
California
$21K +$10.5K +148 +99%
AC
854
Alexandria Capital
Virginia
$21K +$21.4K +300 New
CAW
855
Cornerstone Advisors (Washington)
Washington
$20K
SMG
856
Spectrum Management Group
Indiana
$20K +$20.7K +290 New
GAM
857
Gemmer Asset Management
California
$19K
WA
858
Winfield Associates
Ohio
$19K
YWP
859
YorkBridge Wealth Partners
New York
$18K -$14.2K -200 -44%
RCG
860
Ruggie Capital Group
Florida
$18K -$6.2K -87 -25%
TCM
861
TD Capital Management
Tennessee
$18K
CIA
862
Cascade Investment Advisors
Oregon
$14K
PS
863
Portfolio Solutions
Michigan
$14K
WAM
864
Watermark Asset Management
California
$14K
RFWA
865
RPg Family Wealth Advisory
Massachusetts
$13.3K
GWS
866
Glassman Wealth Services
Virginia
$11K
BWP
867
Baldwin Wealth Partners
Massachusetts
$9K
CWM
868
Catamount Wealth Management
Connecticut
$9K
HAM
869
Highstreet Asset Management
Ontario, Canada
$9K
AWM
870
Avior Wealth Management
Nebraska
$8K
GBBWRPM
871
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
HCC
872
Hirtle Callaghan & Co
Pennsylvania
$8K
ECM
873
Estabrook Capital Management
New York
$7.02K
LJHT
874
Laurie J. Hall Trustee
$7.02K
AIM
875
Advantage Investment Management
Iowa
$7K