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.

47 hedge funds and large institutions have $986M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

34% more capital invested

Capital invested by funds: $734M → $986M (+$252M)

9% more funds holding

Funds holding: 4347 (+4)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$3.33M +$55.4K +1,041 +2%
AUIM
27
Aegon USA Investment Management
Iowa
$2.68M +$570K +10,711 +29%
AOWM
28
Alpha Omega Wealth Management
Virginia
$2.64M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.4M +$1.33M +25,000 New
SI
30
Stephens Inc
Arkansas
$1.23M +$34.6K +650 +3%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$1.12M +$596K +11,202 New
LTI
32
Laffer Tengler Investments
Tennessee
$1.07M +$53.2K +1,000 +6%
Truist Financial
33
Truist Financial
North Carolina
$1.06M +$54.7K +1,027 +6%
SPIA
34
Steward Partners Investment Advisory
New York
$827K +$29.3K +550 +4%
KPWS
35
Kestra Private Wealth Services
Texas
$609K
Barclays
36
Barclays
United Kingdom
$593K +$565K +10,622 New
American Century Companies
37
American Century Companies
Missouri
$508K +$479K +9,009 New
Invesco
38
Invesco
Georgia
$447K
DAS
39
Dynamic Advisor Solutions
Arizona
$339K -$40.3K -758 -11%
CWM
40
Calamos Wealth Management
Illinois
$300K +$285K +5,363 New
CS
41
Credit Suisse
Switzerland
$243K +$232K +4,355 New
VHAM
42
Van Hulzen Asset Management
California
$239K +$228K +4,285 New
Citigroup
43
Citigroup
New York
$226K
SWM
44
SeaCrest Wealth Management
New York
$225K -$1.06K -20 -0.5%
HIP
45
HUB Investment Partners
Texas
$212K
TRCT
46
Tower Research Capital (TRC)
New York
$178K +$3.14K +59 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$134K
N
48
Nuveen
North Carolina
$91K
UB
49
UMB Bank
Missouri
$3K
KACA
50
Kayne Anderson Capital Advisors
California
-$13M -247,982 Closed

AEPPZ Hedge Fund Activity: Q1 2022 in Review

47 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q1 2022, worth a combined $986M — up 34% from $734M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AEPPZ positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $31.6M. The largest seller was Russell Investments Group, cutting an estimated $23.9M.

  • 47 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $986M of American Electric Power Company, Inc. Corporate Units stock for Q1 2022, up 34% quarter-over-quarter.
  • 9 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q1 2022 and 5 closed out, a net change of +4 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q1 2022 was Victory Capital Management, an estimated $31.6M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q1 2022 was Russell Investments Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2022.