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.

Back to rankings

44 hedge funds and large institutions have $792M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $821M → $792M (-$29.8M)

4% less funds holding

Funds holding: 46 → 44 (-2)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$28.6M
2
Calamos Advisors
Calamos Advisors
Illinois
+$16.4M
3
P8IP
Pier 88 Investment Partners
California
+$3.04M
4
JFG
Jefferies Financial Group
New York
+$1.95M
5
Victory Capital Management
Victory Capital Management
Texas
+$581K

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$60.8M
2
ACM
Advent Capital Management
New York
-$52.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.1M
4
BlackRock
BlackRock
New York
-$4.21M
5
Ameriprise
Ameriprise
Minnesota
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$3.43M +$141K +2,763 +4%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$2.7M -$84.5K -1,661 -6%
JFG
28
Jefferies Financial Group
New York
$1.98M +$1.95M +38,359 New
Truist Financial
29
Truist Financial
North Carolina
$1.06M +$25.6K +503 +3%
SI
30
Stephens Inc
Arkansas
$1.04M -$12.7K -250 -1%
LTI
31
Laffer Tengler Investments
Tennessee
$986K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$900K +$99.2K +1,950 +13%
CWM
33
Calamos Wealth Management
Illinois
$821K +$179K +3,525 +28%
Jane Street
34
Jane Street
New York
$773K -$3.46M -67,954 -82%
Morgan Stanley
35
Morgan Stanley
New York
$557K -$1.21M -23,813 -69%
American Century Companies
36
American Century Companies
Missouri
$408K -$46K -905 -10%
VHAM
37
Van Hulzen Asset Management
California
$231K – – –
FHB
38
First Hawaiian Bank
Hawaii
$219K – – –
DAS
39
Dynamic Advisor Solutions
Arizona
$218K -$20.8K -409 -9%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$210K +$207K +4,075 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$179K – – –
UBS Group
42
UBS Group
Switzerland
$126K +$124K +2,437 New
Citigroup
43
Citigroup
New York
$84.3K +$83.1K +1,635 New
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$74.8K +$73.7K +1,450 New
N
45
Nuveen
North Carolina
$74K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$35K -$8.49K -167 -20%
LOIP
47
Live Oak Investment Partners
Texas
$33.9K – – –
ASN
48
Advisory Services Network
Georgia
$20.6K +$20.3K +400 New
UB
49
UMB Bank
Missouri
$3K – – –
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
– -$13.1M -265,011 Closed
1
2
3

AEPPZ Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q4 2022, worth a combined $792M — down 3.6% from $821M a quarter earlier.

Fund positioning in AEPPZ was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 14 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $28.6M. The largest seller was Franklin Resources, cutting an estimated $60.8M.

  • 44 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $792M of American Electric Power Company, Inc. Corporate Units stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 6 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q4 2022 was Russell Investments Group, an estimated $28.6M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q4 2022 was Franklin Resources, an estimated $60.8M sold.

Based on aggregated 13F filings for Q4 2022.