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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

39 hedge funds and large institutions have $831M invested in American Electric Power Company, Inc. Corporate Units in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $783M → $831M (+$47.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4339 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$124M +$38.6M +750,000 +44%
Capital Research Global Investors
2
Capital Research Global Investors
California
$107M
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.1M +$71.8M +1,394,367 +344%
Capital World Investors
4
Capital World Investors
California
$90.1M +$12.3M +239,651 +16%
BlackRock
5
BlackRock
New York
$74.2M +$17.3M +336,151 +30%
CAM
6
Camden Asset Management
California
$61.2M -$24.7M -479,021 -28%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$34.1M -$369K -7,162 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$33.2M +$295K +5,731 +0.9%
ACM
9
Advent Capital Management
New York
$32.7M +$11.7M +227,882 +53%
State Street
10
State Street
Massachusetts
$21.9M +$7.21M +140,000 +47%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$21.4M -$14.3M -277,500 -40%
Calamos Advisors
12
Calamos Advisors
Illinois
$20.9M
Ameriprise
13
Ameriprise
Minnesota
$20.3M +$21M +407,700 New
WHG
14
Westwood Holdings Group
Texas
$18.3M -$179K -3,475 -1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$9.67M +$3.14M +61,000 +47%
VanEck Associates
16
VanEck Associates
New York
$8.48M +$354K +6,884 +4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$7.61M -$15.3M -297,500 -66%
BCM
18
BlueCrest Capital Management
Jersey
$7.11M -$16.5M -321,087 -70%
Victory Capital Management
19
Victory Capital Management
Texas
$5.57M +$5.66M +110,000 New
Bank of America
20
Bank of America
North Carolina
$5.11M +$1.6M +31,181 +45%
TSS
21
Two Sigma Securities
New York
$5.06M
MA
22
MUFG Americas
New York
$3.74M -$1.72M -33,345 -31%
WAM
23
Wolverine Asset Management
Illinois
$3.62M -$1.85M -35,856 -33%
BIMC
24
Benson Investment Management Company
Virginia
$3.48M +$70K +1,360 +2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.99M

AEPPZ Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q4 2020, worth a combined $831M — up 6.1% from $783M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AEPPZ and 8 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $71.8M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $29.5M sold.

  • 39 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q4 2020, down from 43 in Q3 2020.
  • Funds reported $831M of American Electric Power Company, Inc. Corporate Units stock for Q4 2020, up 6.1% quarter-over-quarter.
  • 8 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q4 2020 and 12 closed out, a net change of -4 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $71.8M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q4 2020 was Polar Asset Management Partners, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2020.