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American Electric Power

1,126 hedge funds and large institutions have $30.5B invested in American Electric Power in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 395 increasing their positions, 388 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 67

75% more call options, than puts

Call options by funds: $244M | Put options by funds: $139M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

14% more capital invested

Capital invested by funds: $26.7B → $30.5B (+$3.83B)

4% more funds holding

Funds holding: 1,0831,126 (+43)

2% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 388

0.08% more ownership

Funds ownership: 73.78%73.86% (+0.08%)

Holders
1,126
Holders Change
+43
Holders Change %
+3.97%
% of All Funds
24.37%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
120
Increased
395
Reduced
388
Closed
67
Calls
$244M
Puts
$139M
Net Calls
+$105M
Net Calls Change
+$72.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
851
Keudell/Morrison Wealth Management
Oregon
$239K +$227K +2,849 New
CT
852
Clearstead Trust
Maine
$238K +$32.4K +408 +17%
HCM
853
Hall Capital Management
Rhode Island
$237K +$225K +2,825 New
SCA
854
Snowden Capital Advisors
New York
$237K -$11.7K -147 -5%
CPA
855
Clear Perspective Advisors
Illinois
$236K -$79.5K -1,000 -26%
PWP
856
Principle Wealth Partners
Connecticut
$236K +$14.3K +180 +7%
VFA
857
Valeo Financial Advisors
Indiana
$236K +$70.5K +887 +46%
ECA
858
Elevated Capital Advisors
Utah
$236K +$225K +2,826 New
MSA
859
Marino Stram & Associates
Massachusetts
$230K +$45.7K +575 +27%
EFSCE
860
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$135K +1,695 +161%
GSWM
861
Golden State Wealth Management
California
$230K +$219K +2,748 New
LPT
862
Legacy Private Trust
Wisconsin
$229K
GLA
863
Good Life Advisors
Pennsylvania
$229K +$219K +2,750 New
NIM
864
Northeast Investment Management
Massachusetts
$228K -$68.9K -866 -24%
JFL
865
Jarislowsky, Fraser Ltd
Quebec, Canada
$227K -$199K -2,503 -48%
SWP
866
Strategic Wealth Partners
Ohio
$227K -$8.27K -104 -4%
PHAM
867
Palisades Hudson Asset Management
Florida
$227K +$215K +2,708 New
IIM
868
Ipswich Investment Management
Massachusetts
$226K
BFEC
869
Benjamin F. Edwards & Company
Missouri
$224K +$8.99K +113 +4%
MHIM
870
MacNealy Hoover Investment Management
Ohio
$223K -$25.8K -325 -11%
PWM
871
Perigon Wealth Management
California
$223K
MOS
872
MGO One Seven
Ohio
$222K -$18.8K -237 -8%
RA
873
RFG Advisory
Alabama
$222K +$211K +2,656 New
NWP
874
Northstar Wealth Partners
Connecticut
$221K +$210K +2,637 New
MSR
875
Main Street Research
Connecticut
$220K +$209K +2,630 New