American Electric Power Company, Inc. Corporate Units

AEPPZ

Delisted

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

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

Holders Change

-2

Holders Change %

-4.35%

% of All Funds

0.71%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

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

Top Sellers

1	Franklin Resources San Mateo, California	-$60.8M
2	ACM Advent Capital Management New York	-$52.1M
3	Mirae Asset Global Investments Seoul, South Korea	-$13.1M
4	BlackRock New York	-$4.21M
5	Ameriprise Minneapolis, Minnesota	-$3.74M

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