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AEPPL

American Electric Power Company, Inc. Corporate Unit

Delisted

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

45 hedge funds and large institutions have $645M invested in American Electric Power Company, Inc. Corporate Unit in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $627M → $645M (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 4945 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$2.93M
LPL Financial
27
LPL Financial
California
$2.88M +$140K +2,847 +5%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.8M +$133K +2,700 +5%
AUIM
29
Aegon USA Investment Management
Iowa
$2.67M
RA
30
Rational Advisors
New York
$2.58M +$572K +11,600 +29%
Verition Fund Management
31
Verition Fund Management
Connecticut
$2.51M +$123M +2,500,000 New
KPWS
32
Kestra Private Wealth Services
Texas
$2.24M +$372K +7,549 +20%
SIM
33
SSI Investment Management
California
$1.78M
SCM
34
Schnieders Capital Management
California
$1.61M +$103K +2,100 +7%
SPIA
35
Steward Partners Investment Advisory
New York
$482K +$9.86K +200 +2%
Stifel Financial
36
Stifel Financial
Missouri
$361K +$1.77K +36 +0.5%
HWM
37
Hohimer Wealth Management
Washington
$288K -$16K -325 -5%
UBS Group
38
UBS Group
Switzerland
$278K -$19.7K -400 -7%
CWM
39
Calamos Wealth Management
Illinois
$261K -$68.8K -1,395 -21%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$200K +$197K +3,992 New
N
41
Nuveen
North Carolina
$122K
Osaic Holdings
42
Osaic Holdings
Arizona
$90K
LC
43
Lindbrook Capital
California
$75K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$21K
FF
45
FourThought Financial
Florida
$20K
ADL
46
Asset Dedication LLC
California
$4K
UB
47
UMB Bank
Missouri
$3K +$2.46K +50 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$27.6M -580,000 Closed
AGC
49
Angelo Gordon & Co
New York
-$2.39M -50,000 Closed
Invesco
50
Invesco
Georgia
-$625K -13,096 Closed

AEPPL Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Unit (AEPPL) for Q4 2021, worth a combined $645M — up 2.8% from $627M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AEPPL and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $123M. The largest seller was D.E. Shaw & Co, cutting an estimated $33.3M.

  • 45 institutional investors held American Electric Power Company, Inc. Corporate Unit (AEPPL) as of Q4 2021, down from 49 in Q3 2021.
  • Funds reported $645M of American Electric Power Company, Inc. Corporate Unit stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 5 funds opened new American Electric Power Company, Inc. Corporate Unit positions in Q4 2021 and 8 closed out, a net change of -3 holders.
  • The largest American Electric Power Company, Inc. Corporate Unit buyer in Q4 2021 was Verition Fund Management, an estimated $123M added.
  • The largest American Electric Power Company, Inc. Corporate Unit seller in Q4 2021 was D.E. Shaw & Co, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2021.