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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

46 hedge funds and large institutions have $920M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4746 (-1)

7% less capital invested

Capital invested by funds: $986M → $920M (-$65.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$3.29M +$53.8K +968 +2%
Morgan Stanley
27
Morgan Stanley
New York
$3.09M -$2.23M -40,182 -41%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$2.57M +$868K +15,606 +139%
JG
29
Jefferies Group
New York
$2.09M +$2.14M +38,587 New
SI
30
Stephens Inc
Arkansas
$1.12M -$80.6K -1,450 -7%
LTI
31
Laffer Tengler Investments
Tennessee
$1.03M
Truist Financial
32
Truist Financial
North Carolina
$1.02M -$7.67K -138 -0.7%
KCPG
33
Kavar Capital Partners Group
Kansas
$1.01M +$1.03M +18,600 New
SPIA
34
Steward Partners Investment Advisory
New York
$852K +$50K +900 +6%
CWM
35
Calamos Wealth Management
Illinois
$705K +$427K +7,690 +143%
KPWS
36
Kestra Private Wealth Services
Texas
$603K +$11.6K +208 +2%
American Century Companies
37
American Century Companies
Missouri
$477K -$11.1K -200 -2%
Invesco
38
Invesco
Georgia
$434K
DAS
39
Dynamic Advisor Solutions
Arizona
$309K -$20.8K -374 -6%
VHAM
40
Van Hulzen Asset Management
California
$243K +$11.1K +200 +5%
FHB
41
First Hawaiian Bank
Hawaii
$231K +$237K +4,255 New
SWM
42
SeaCrest Wealth Management
New York
$210K -$8.06K -145 -4%
HIP
43
HUB Investment Partners
Texas
$206K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$116K
N
45
Nuveen
North Carolina
$85K
TRCT
46
Tower Research Capital (TRC)
New York
$31K -$146K -2,620 -82%
CS
47
Credit Suisse
Switzerland
$28K +$1.33M +24,000 +551%
UB
48
UMB Bank
Missouri
$3K
AOWM
49
Alpha Omega Wealth Management
Virginia
-$2.64M -47,243 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$1.4M -25,000 Closed

AEPPZ Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q2 2022, worth a combined $920M — down 6.7% from $986M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AEPPZ and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.

The largest buyer was Calamos Advisors, adding an estimated $49.9M. The largest seller was Franklin Resources, cutting an estimated $55.4M.

  • 46 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q2 2022, down from 47 in Q1 2022.
  • Funds reported $920M of American Electric Power Company, Inc. Corporate Units stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 3 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q2 2022 and 4 closed out, a net change of -1 holder.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q2 2022 was Calamos Advisors, an estimated $49.9M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q2 2022 was Franklin Resources, an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2022.