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.

46 hedge funds and large institutions have $821M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding

Funds holding: 4646 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

11% less capital invested

Capital invested by funds: $920M → $821M (-$98.6M)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Putnam Investments
Massachusetts
$3.6M -$3.65M -66,686 -48%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$3.46M -$2.33M -42,623 -38%
MPM
28
Meritage Portfolio Management
Kansas
$3.16M +$172K +3,154 +5%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$2.61M +$182K +3,337 +12%
JG
30
Jefferies Group
New York
$1.91M
Morgan Stanley
31
Morgan Stanley
New York
$1.69M -$1.25M -22,809 -40%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.43M +$1.57M +28,812 New
AII
33
AGF Investments Inc
Ontario, Canada
$1.24M +$1.37M +25,000 New
CS
34
Credit Suisse
Switzerland
$1.19M -$238K -4,355 -15%
SI
35
Stephens Inc
Arkansas
$1.01M -$8.2K -150 -0.7%
Truist Financial
36
Truist Financial
North Carolina
$994K +$68.8K +1,258 +7%
LTI
37
Laffer Tengler Investments
Tennessee
$936K
SPIA
38
Steward Partners Investment Advisory
New York
$767K -$10.9K -200 -1%
CWM
39
Calamos Wealth Management
Illinois
$613K -$36.6K -670 -5%
American Century Companies
40
American Century Companies
Missouri
$433K -$4.59K -84 -1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$370K
DAS
42
Dynamic Advisor Solutions
Arizona
$230K -$57.8K -1,057 -19%
VF
43
Virtu Financial
New York
$224K +$248K +4,535 New
VHAM
44
Van Hulzen Asset Management
California
$222K
FHB
45
First Hawaiian Bank
Hawaii
$211K
TRCT
46
Tower Research Capital (TRC)
New York
$42K +$15.4K +282 +50%
ECM
47
ExodusPoint Capital Management
New York
$7K +$8.2K +150 New
UB
48
UMB Bank
Missouri
$3K
KCPG
49
Kavar Capital Partners Group
Kansas
-$1.01M -18,600 Closed
KPWS
50
Kestra Private Wealth Services
Texas
-$603K -11,108 Closed

AEPPZ Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q3 2022, worth a combined $821M — down 11% from $920M a quarter earlier.

Fund positioning in AEPPZ was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 16 trimmed.

The largest buyer was Invesco, adding an estimated $18.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $56.6M.

  • 46 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $821M of American Electric Power Company, Inc. Corporate Units stock for Q3 2022, down 11% quarter-over-quarter.
  • 5 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q3 2022 and 5 closed out, a net change of 0 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q3 2022 was Invesco, an estimated $18.4M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2022.