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AEPPL

American Electric Power Company, Inc. Corporate Unit

Delisted

AEPPL was delisted on the 14th of March, 2022.

53 hedge funds and large institutions have $660M invested in American Electric Power Company, Inc. Corporate Unit in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

20% more funds holding

Funds holding: 4453 (+9)

13% less capital invested

Capital invested by funds: $760M → $660M (-$100M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.06M -$1.91M -40,165 -32%
MPM
27
Meritage Portfolio Management
Kansas
$2.92M -$241K -5,055 -8%
Federated Hermes
28
Federated Hermes
Pennsylvania
$2.82M
CI
29
Conning Inc
Connecticut
$2.7M
AUIM
30
Aegon USA Investment Management
Iowa
$2.67M
LPL Financial
31
LPL Financial
California
$2.6M +$245K +5,148 +11%
ICA
32
Infrastructure Capital Advisors
New York
$2.5M +$2.46M +51,729 New
Capital World Investors
33
Capital World Investors
California
$1.83M -$114M -2,397,904 -98%
SIM
34
SSI Investment Management
California
$1.74M
KPWS
35
Kestra Private Wealth Services
Texas
$1.71M -$743K -15,601 -31%
Wells Fargo
36
Wells Fargo
California
$1.53M +$382K +8,009 +34%
Jane Street
37
Jane Street
New York
$1.22M +$1.2M +25,232 New
ES
38
Equitec Specialists
Illinois
$1.19M +$1.17M +24,629 New
SCM
39
Schnieders Capital Management
California
$1.14M +$291K +6,100 +35%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.03M
Invesco
41
Invesco
Georgia
$920K
K
42
Kemper
Illinois
$772K
Truist Financial
43
Truist Financial
North Carolina
$427K +$422K +8,851 New
VF
44
Virtu Financial
New York
$378K +$373K +7,832 New
CWM
45
Calamos Wealth Management
Illinois
$309K -$385K -8,089 -56%
HWM
46
Hohimer Wealth Management
Washington
$293K -$58.1K -1,220 -17%
UBS Group
47
UBS Group
Switzerland
$226K -$24.8K -520 -10%
SMC
48
Smith, Moore & Co
Missouri
$217K -$126K -2,650 -37%
SPIA
49
Steward Partners Investment Advisory
New York
$179K +$163K +3,415 +1,138%
N
50
Nuveen
North Carolina
$175K

AEPPL Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Unit (AEPPL) for Q1 2021, worth a combined $660M — down 13% from $760M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AEPPL positions and 7 closed out — a net gain of 9 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Franklin Resources, adding an estimated $45.3M. The largest seller was Capital World Investors, cutting an estimated $114M.

  • 53 institutional investors held American Electric Power Company, Inc. Corporate Unit (AEPPL) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $660M of American Electric Power Company, Inc. Corporate Unit stock for Q1 2021, down 13% quarter-over-quarter.
  • 16 funds opened new American Electric Power Company, Inc. Corporate Unit positions in Q1 2021 and 7 closed out, a net change of +9 holders.
  • The largest American Electric Power Company, Inc. Corporate Unit buyer in Q1 2021 was Franklin Resources, an estimated $45.3M added.
  • The largest American Electric Power Company, Inc. Corporate Unit seller in Q1 2021 was Capital World Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2021.