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AEPPL

American Electric Power Company, Inc. Corporate Unit

Delisted

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

47 hedge funds and large institutions have $649M invested in American Electric Power Company, Inc. Corporate Unit in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

2% less capital invested

Capital invested by funds: $660M → $649M (-$10.4M)

11% less funds holding

Funds holding: 5347 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.68M +$1.13M +22,812 +72%
LPL Financial
27
LPL Financial
California
$2.66M +$12.6K +253 +0.5%
AUIM
28
Aegon USA Investment Management
Iowa
$2.62M -$99.3K -2,000 -4%
JP Morgan Chase
29
JP Morgan Chase
New York
$2.62M +$2.52M +50,722 +2,029%
KPWS
30
Kestra Private Wealth Services
Texas
$1.82M +$86.9K +1,750 +5%
SIM
31
SSI Investment Management
California
$1.75M -$25.1K -505 -1%
SCM
32
Schnieders Capital Management
California
$1.25M +$89.3K +1,800 +8%
WAM
33
Weiss Asset Management
Massachusetts
$1.16M -$18.1M -363,875 -94%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.05M
K
35
Kemper
Illinois
$787K
Invesco
36
Invesco
Georgia
$644K -$297K -5,984 -31%
SPIA
37
Steward Partners Investment Advisory
New York
$443K +$264K +5,310 +143%
CWM
38
Calamos Wealth Management
Illinois
$299K -$15.1K -305 -5%
HWM
39
Hohimer Wealth Management
Washington
$298K
UBS Group
40
UBS Group
Switzerland
$294K +$64.5K +1,300 +28%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$285K +$288K +5,794 New
N
42
Nuveen
North Carolina
$169K
Osaic Holdings
43
Osaic Holdings
Arizona
$88K
LC
44
Lindbrook Capital
California
$74K
Citigroup
45
Citigroup
New York
$39K +$39.7K +800 New
CHC
46
City Holding Co
West Virginia
$25K +$24.8K +500 New
FF
47
FourThought Financial
Florida
$19K
TRCT
48
Tower Research Capital (TRC)
New York
$14K +$13.9K +280 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6K +$6.45K +130 New
ADL
50
Asset Dedication LLC
California
$4K +$4.42K +89 New

AEPPL Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Unit (AEPPL) for Q2 2021, worth a combined $649M — down 1.6% from $660M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AEPPL and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Franklin Resources, adding an estimated $22.1M. The largest seller was Weiss Asset Management, cutting an estimated $18.1M.

  • 47 institutional investors held American Electric Power Company, Inc. Corporate Unit (AEPPL) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $649M of American Electric Power Company, Inc. Corporate Unit stock for Q2 2021, down 1.6% quarter-over-quarter.
  • 7 funds opened new American Electric Power Company, Inc. Corporate Unit positions in Q2 2021 and 13 closed out, a net change of -6 holders.
  • The largest American Electric Power Company, Inc. Corporate Unit buyer in Q2 2021 was Franklin Resources, an estimated $22.1M added.
  • The largest American Electric Power Company, Inc. Corporate Unit seller in Q2 2021 was Weiss Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2021.