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AEPPL

American Electric Power Company, Inc. Corporate Unit

Delisted

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

51 hedge funds and large institutions have $807M invested in American Electric Power Company, Inc. Corporate Unit in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4951 (+2)

3% more capital invested

Capital invested by funds: $786M → $807M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$206M +$18.1M +364,832 +9%
Capital World Investors
2
Capital World Investors
California
$118M -$2.46M -49,576 -2%
Franklin Resources
3
Franklin Resources
California
$104M +$36.6M +737,500 +52%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.3M +$1.36M +27,300 +2%
BlackRock
5
BlackRock
New York
$58.8M -$69.4K -1,396 -0.1%
Calamos Advisors
6
Calamos Advisors
Illinois
$41.9M -$7.81M -157,243 -15%
ACM
7
Advent Capital Management
New York
$33.1M -$4.4M -88,500 -12%
Capital Research Global Investors
8
Capital Research Global Investors
California
$31.9M
Victory Capital Management
9
Victory Capital Management
Texas
$23.6M +$646K +12,992 +3%
State Street
10
State Street
Massachusetts
$14.6M -$6.06M -122,000 -29%
P8IP
11
Pier 88 Investment Partners
California
$13.9M +$1.62M +32,700 +13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$10.8M
Bank of America
13
Bank of America
North Carolina
$7.87M +$82.3K +1,657 +1%
Jennison Associates
14
Jennison Associates
New York
$7.41M -$120K -2,407 -2%
VanEck Associates
15
VanEck Associates
New York
$7.38M -$161K -3,247 -2%
Morgan Stanley
16
Morgan Stanley
New York
$7.04M +$5.96M +119,864 +485%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6.98M
PCM
18
Palisade Capital Management
New Jersey
$6.55M +$557K +11,210 +9%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.12M +$4.24M +85,422 New
SIM
20
Sonora Investment Management
Arizona
$3.48M +$551K +11,084 +18%
MPM
21
Meritage Portfolio Management
Kansas
$3.27M -$346K -6,973 -9%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$3.19M +$417K +8,398 +15%
GF
23
Gabelli Funds
New York
$3.02M -$952K -19,160 -24%
Federated Hermes
24
Federated Hermes
Pennsylvania
$2.83M
CI
25
Conning Inc
Connecticut
$2.72M

AEPPL Hedge Fund Activity: Q3 2020 in Review

51 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Unit (AEPPL) for Q3 2020, worth a combined $807M — up 2.6% from $786M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AEPPL positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Franklin Resources, adding an estimated $36.6M. The largest seller was Invesco, cutting an estimated $12.8M.

  • 51 institutional investors held American Electric Power Company, Inc. Corporate Unit (AEPPL) as of Q3 2020, up from 49 in Q2 2020.
  • Funds reported $807M of American Electric Power Company, Inc. Corporate Unit stock for Q3 2020, up 2.6% quarter-over-quarter.
  • 6 funds opened new American Electric Power Company, Inc. Corporate Unit positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest American Electric Power Company, Inc. Corporate Unit buyer in Q3 2020 was Franklin Resources, an estimated $36.6M added.
  • The largest American Electric Power Company, Inc. Corporate Unit seller in Q3 2020 was Invesco, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2020.