We are live on ! Find out more
AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

42 hedge funds and large institutions have $777M invested in American Electric Power Company, Inc. Corporate Units in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

8% more funds holding

Funds holding: 3942 (+3)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

7% less capital invested

Capital invested by funds: $831M → $777M (-$54.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
13
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MUFG Americas
New York
$2.68M -$980K -20,297 -27%
AOWM
27
Alpha Omega Wealth Management
Virginia
$2.03M +$1.08M +22,364 +117%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$2.02M
AUIM
29
Aegon USA Investment Management
Iowa
$1.69M
Jane Street
30
Jane Street
New York
$1.41M +$1.39M +28,882 New
Truist Financial
31
Truist Financial
North Carolina
$909K +$897K +18,594 New
LTI
32
Laffer Tengler Investments
Tennessee
$883K
SI
33
Stephens Inc
Arkansas
$848K +$95.3K +1,975 +13%
Ameriprise
34
Ameriprise
Minnesota
$590K -$19.1M -396,000 -97%
Morgan Stanley
35
Morgan Stanley
New York
$501K -$849K -17,600 -63%
KPWS
36
Kestra Private Wealth Services
Texas
$459K +$4.83K +100 +1%
ES
37
Equitec Specialists
Illinois
$366K +$362K +7,491 New
DAS
38
Dynamic Advisor Solutions
Arizona
$312K +$308K +6,389 New
NCM
39
Narwhal Capital Management
Georgia
$274K -$243K -5,043 -47%
SPIA
40
Steward Partners Investment Advisory
New York
$133K +$132K +2,725 New
VBCG
41
Valley Brook Capital Group
Pennsylvania
$122K +$36.2K +750 +43%
N
42
Nuveen
North Carolina
$117K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$105K
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$46K +$45.9K +950 New
Bank of America
45
Bank of America
North Carolina
$1K -$4.87M -100,885 -100%
CAM
46
Camden Asset Management
California
-$61.2M -1,228,170 Closed
TSS
47
Two Sigma Securities
New York
-$5.06M -100,000 Closed
BIMC
48
Benson Investment Management Company
Virginia
-$3.48M -68,715 Closed
CCA
49
Castle Creek Arbitrage
Colorado
-$2.53M -50,000 Closed
Russell Investments Group
50
Russell Investments Group
United Kingdom
-$2.44M -49,263 Closed

AEPPZ Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q1 2021, worth a combined $777M — down 6.5% from $831M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AEPPZ positions and 7 closed out — a net gain of 3 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $55.2M. The largest seller was Camden Asset Management, exiting entirely with an estimated $61.2M sold.

  • 42 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q1 2021, up from 39 in Q4 2020.
  • Funds reported $777M of American Electric Power Company, Inc. Corporate Units stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 10 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q1 2021 and 7 closed out, a net change of +3 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $55.2M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q1 2021 was Camden Asset Management, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2021.