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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

33 hedge funds and large institutions have $828M invested in American Electric Power Company, Inc. Corporate Units in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $777M → $828M (+$51M)

21% less funds holding

Funds holding: 4233 (-9)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
33
Holders Change
-9
Holders Change %
-21.43%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$935K -$17.2K -339 -2%
LTI
27
Laffer Tengler Investments
Tennessee
$911K
Morgan Stanley
28
Morgan Stanley
New York
$637K +$114K +2,258 +22%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$573K
KPWS
30
Kestra Private Wealth Services
Texas
$482K
DAS
31
Dynamic Advisor Solutions
Arizona
$357K +$29.2K +576 +9%
NCM
32
Narwhal Capital Management
Georgia
$205K -$81.8K -1,615 -29%
SPIA
33
Steward Partners Investment Advisory
New York
$196K +$55.7K +1,100 +40%
N
34
Nuveen
North Carolina
$123K
Bank of America
35
Bank of America
North Carolina
$15K +$13.8K +273 +1,187%
TRCT
36
Tower Research Capital (TRC)
New York
$1K +$1.27K +25 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
-$19.6M -398,740 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
-$19.4M -397,500 Closed
BCM
39
BlueCrest Capital Management
Jersey
-$13.5M -275,890 Closed
AGC
40
Angelo Gordon & Co
New York
-$5.04M -100,000 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$4.91M -100,000 Closed
MSU
42
Mizuho Securities USA
New York
-$3.4M -75,000 Closed
JP Morgan Chase
43
JP Morgan Chase
New York
-$2.93M -60,000 Closed
MA
44
MUFG Americas
New York
-$2.68M -54,703 Closed
Jane Street
45
Jane Street
New York
-$1.41M -28,882 Closed
ES
46
Equitec Specialists
Illinois
-$366K -7,491 Closed
VBCG
47
Valley Brook Capital Group
Pennsylvania
-$122K -2,500 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-$46K -950 Closed

AEPPZ Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q2 2021, worth a combined $828M — up 6.6% from $777M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AEPPZ and 3 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $240M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $19.6M sold.

  • 33 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q2 2021, down from 42 in Q1 2021.
  • Funds reported $828M of American Electric Power Company, Inc. Corporate Units stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 3 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q2 2021 and 12 closed out, a net change of -9 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q2 2021 was Russell Investments Group, an estimated $240M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q2 2021 was D.E. Shaw & Co, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2021.