American Electric Power Company, Inc. Corporate Units
AEPPZ
AEPPZ was delisted on the 14th of August, 2023.
46 hedge funds and large institutions have $920M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
2% less funds holding
Funds holding: 47 → 46 (-1)
7% less capital invested
Capital invested by funds: $986M → $920M (-$65.6M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
+$49.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$21.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.48M |
| 5 |
JG
Jefferies Group
New York
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$55.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$33.4M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$19.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.42M |
| 5 |
AOWM
Alpha Omega Wealth Management
Richmond,
Virginia
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| – | -$593K | -10,622 | Closed |
|
52
Citigroup
New York
| – | -$226K | -4,039 | Closed |
|
AEPPZ Hedge Fund Activity: Q2 2022 in Review
46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q2 2022, worth a combined $920M — down 6.7% from $986M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AEPPZ and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.
The largest buyer was Calamos Advisors, adding an estimated $49.9M. The largest seller was Franklin Resources, cutting an estimated $55.4M.
- 46 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q2 2022, down from 47 in Q1 2022.
- Funds reported $920M of American Electric Power Company, Inc. Corporate Units stock for Q2 2022, down 6.7% quarter-over-quarter.
- 3 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q2 2022 and 4 closed out, a net change of -1 holder.
- The largest American Electric Power Company, Inc. Corporate Units buyer in Q2 2022 was Calamos Advisors, an estimated $49.9M added.
- The largest American Electric Power Company, Inc. Corporate Units seller in Q2 2022 was Franklin Resources, an estimated $55.4M sold.
Based on aggregated 13F filings for Q2 2022.