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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

AEPPZ was delisted on the 14th of August, 2023.

39 hedge funds and large institutions have $831M invested in American Electric Power Company, Inc. Corporate Units in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $783M → $831M (+$47.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4339 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% 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
8
Increased
15
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Castle Creek Arbitrage
Colorado
$2.53M +$2.57M +50,000 New
Russell Investments Group
27
Russell Investments Group
United Kingdom
$2.44M +$2.09M +40,619 +470%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.99M
AUIM
29
Aegon USA Investment Management
Iowa
$1.75M
Wells Fargo
30
Wells Fargo
California
$1.66M +$1.5M +29,212 +811%
Morgan Stanley
31
Morgan Stanley
New York
$1.39M -$1.27M -24,688 -47%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.01M -$20.8M -403,319 -95%
TCA
33
Taconic Capital Advisors
New York
$1.01M
AOWM
34
Alpha Omega Wealth Management
Virginia
$967K +$983K +19,100 New
LTI
35
Laffer Tengler Investments
Tennessee
$892K +$926K +18,000 New
SI
36
Stephens Inc
Arkansas
$779K +$232K +4,500 +41%
KCPG
37
Kavar Capital Partners Group
Kansas
$739K +$147K +2,850 +24%
NCM
38
Narwhal Capital Management
Georgia
$540K +$548K +10,657 New
KPWS
39
Kestra Private Wealth Services
Texas
$461K +$479K +9,300 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$109K
VBCG
41
Valley Brook Capital Group
Pennsylvania
$88K +$90.1K +1,750 New
PAMP
42
Polar Asset Management Partners
Ontario, Canada
-$29.5M -600,000 Closed
HCM
43
Highbridge Capital Management
New York
-$13.6M -277,597 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$7.84M -160,000 Closed
Invesco
45
Invesco
Georgia
-$5.88M -120,000 Closed
Jane Street
46
Jane Street
New York
-$3.51M -71,667 Closed
CCM
47
CAAS Capital Management
New York
-$2.45M -50,000 Closed
KSCM
48
Kamunting Street Capital Management
Florida
-$2.48M -50,000 Closed
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
-$2.46M -50,000 Closed
AGC
50
Angelo Gordon & Co
New York
-$1.77M -36,281 Closed

AEPPZ Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q4 2020, worth a combined $831M — up 6.1% from $783M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AEPPZ and 8 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $71.8M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $29.5M sold.

  • 39 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q4 2020, down from 43 in Q3 2020.
  • Funds reported $831M of American Electric Power Company, Inc. Corporate Units stock for Q4 2020, up 6.1% quarter-over-quarter.
  • 8 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q4 2020 and 12 closed out, a net change of -4 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $71.8M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q4 2020 was Polar Asset Management Partners, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2020.