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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

49 hedge funds and large institutions have $797M invested in American Electric Power Company, Inc. Corporate Units in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

11% more funds holding

Funds holding: 4449 (+5)

1% more capital invested

Capital invested by funds: $792M → $797M (+$5.37M)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
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
$5.02M +$1.68M +33,121 +50%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.89M +$911K +18,000 +23%
BCM
28
BlueCrest Capital Management
Jersey
$4.34M +$4.36M +86,279 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$4.04M -$36.3M -718,150 -15%
Citigroup
30
Citigroup
New York
$3.9M +$3.83M +75,804 +4,636%
PI
31
Putnam Investments
Massachusetts
$3.65M
RA
32
Rational Advisors
New York
$3.23M +$3.24M +64,100 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$2.98M -$374K -7,401 -11%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.69M +$2.7M +53,370 New
JFG
35
Jefferies Financial Group
New York
$1.93M
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05M -$67M -1,323,750 -98%
Truist Financial
37
Truist Financial
North Carolina
$1.02M -$15.6K -308 -1%
LTI
38
Laffer Tengler Investments
Tennessee
$956K
SPIA
39
Steward Partners Investment Advisory
New York
$924K +$45.5K +900 +5%
CWM
40
Calamos Wealth Management
Illinois
$850K +$49.4K +976 +6%
KCPG
41
Kavar Capital Partners Group
Kansas
$836K +$840K +16,600 New
Morgan Stanley
42
Morgan Stanley
New York
$535K -$6.12K -121 -1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$383K
American Century Companies
44
American Century Companies
Missouri
$345K -$49.9K -987 -13%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$274K +$69.6K +1,375 +34%
Millennium Management
46
Millennium Management
New York
$222K +$223K +4,418 New
DAS
47
Dynamic Advisor Solutions
Arizona
$220K +$6.73K +133 +3%
UBS Group
48
UBS Group
Switzerland
$113K -$9.31K -184 -8%
TRCT
49
Tower Research Capital (TRC)
New York
$79K +$44.9K +888 +131%
N
50
Nuveen
North Carolina
$74K