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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

43 hedge funds and large institutions have $734M invested in American Electric Power Company, Inc. Corporate Units in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

26% more funds holding

Funds holding: 3443 (+9)

10% less capital invested

Capital invested by funds: $813M → $734M (-$79.4M)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.83M
SI
27
Stephens Inc
Arkansas
$1.12M +$68.6K +1,350 +7%
LTI
28
Laffer Tengler Investments
Tennessee
$944K
Truist Financial
29
Truist Financial
North Carolina
$943K -$18.6K -366 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$750K +$137K +2,700 +23%
KPWS
31
Kestra Private Wealth Services
Texas
$573K +$76.2K +1,500 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$519K +$247K +4,860 +97%
Bank of America
33
Bank of America
North Carolina
$448K -$1.35M -26,530 -76%
Invesco
34
Invesco
Georgia
$421K +$407K +8,000 New
Jane Street
35
Jane Street
New York
$380K +$367K +7,230 New
DAS
36
Dynamic Advisor Solutions
Arizona
$359K +$21.9K +430 +7%
WAM
37
Wolverine Asset Management
Illinois
$263K +$255K +5,026 New
SWM
38
SeaCrest Wealth Management
New York
$213K +$205K +4,040 New
Citigroup
39
Citigroup
New York
$212K +$205K +4,039 New
HIP
40
HUB Investment Partners
Texas
$200K +$193K +3,800 New
TRCT
41
Tower Research Capital (TRC)
New York
$164K +$159K +3,125 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145K +$189K +3,719 +0.1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$113K
N
44
Nuveen
North Carolina
$87K
UB
45
UMB Bank
Missouri
$3K +$2.69K +53 New
KCPG
46
Kavar Capital Partners Group
Kansas
-$850K -17,100 Closed
VHAM
47
Van Hulzen Asset Management
California
-$214K -4,300 Closed

AEPPZ Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q4 2021, worth a combined $734M — down 9.8% from $813M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AEPPZ positions and 2 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $32.6M. The largest seller was State Street, cutting an estimated $3.96M.

  • 43 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $734M of American Electric Power Company, Inc. Corporate Units stock for Q4 2021, down 9.8% quarter-over-quarter.
  • 11 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q4 2021 and 2 closed out, a net change of +9 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q4 2021 was Russell Investments Group, an estimated $32.6M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q4 2021 was State Street, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2021.