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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 $795M invested in American Electric Power Company, Inc. Corporate Units in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0% less capital invested

Capital invested by funds: $797M → $795M (-$1.8M)

6% less funds holding

Funds holding: 4946 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
17
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$5.17M +$224K +4,497 +5%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.82M
JP Morgan Chase
28
JP Morgan Chase
New York
$4.67M +$2.03M +40,720 +76%
PSC
29
Piper Sandler & Co
Minnesota
$3.92M +$3.93M +78,947 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$3.91M -$3.83M -76,850 -2%
RA
31
Rational Advisors
New York
$3.79M +$608K +12,200 +19%
PI
32
Putnam Investments
Massachusetts
$3.13M -$473K -9,490 -13%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$2.94M
JFG
34
Jefferies Financial Group
New York
$1.88M -$23.1K -464 -1%
CL
35
CSS LLC
Illinois
$1.67M +$1.69M +33,885 New
Truist Financial
36
Truist Financial
North Carolina
$1.02M +$9.97K +200 +1%
LTI
37
Laffer Tengler Investments
Tennessee
$940K
SPIA
38
Steward Partners Investment Advisory
New York
$919K +$7.47K +150 +0.8%
CWM
39
Calamos Wealth Management
Illinois
$798K -$41.4K -830 -5%
Morgan Stanley
40
Morgan Stanley
New York
$620K +$96.9K +1,945 +18%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$322K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$271K
American Century Companies
43
American Century Companies
Missouri
$252K -$87.7K -1,761 -26%
DAS
44
Dynamic Advisor Solutions
Arizona
$226K +$8.97K +180 +4%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$72K
N
46
Nuveen
North Carolina
$70.9K
UBS Group
47
UBS Group
Switzerland
$49.7K -$62.4K -1,253 -56%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$49.7K +$49.8K +1,000 New
LOIP
49
Live Oak Investment Partners
Texas
$32.6K
UB
50
UMB Bank
Missouri
$3.92K