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AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

33 hedge funds and large institutions have $828M invested in American Electric Power Company, Inc. Corporate Units in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $777M → $828M (+$51M)

21% less funds holding

Funds holding: 4233 (-9)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
33
Holders Change
-9
Holders Change %
-21.43%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$224M +$48.9M +965,634 +28%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149M -$2.27M -44,900 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$109M +$41K +809 +0%
BlackRock
4
BlackRock
New York
$74M +$2.25M +44,488 +3%
ACM
5
Advent Capital Management
New York
$48.6M +$9.79M +193,302 +26%
Capital World Investors
6
Capital World Investors
California
$42.6M +$2.83M +55,963 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$35.3M +$1.69M +33,432 +5%
Calamos Advisors
8
Calamos Advisors
Illinois
$21.5M
State Street
9
State Street
Massachusetts
$20.8M +$1.37M +27,000 +7%
Ameriprise
10
Ameriprise
Minnesota
$20.1M +$19.3M +381,300 +3,259%
WHG
11
Westwood Holdings Group
Texas
$17.9M -$196K -3,870 -1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$10.2M +$434K +8,581 +4%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$8.89M +$1.97M +38,926 +29%
VanEck Associates
14
VanEck Associates
New York
$8.81M -$620K -12,242 -7%
Victory Capital Management
15
Victory Capital Management
Texas
$6.76M
Wells Fargo
16
Wells Fargo
California
$5.08M +$1.35M +26,571 +37%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$4.86M +$240M +4,745,650 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.23M
KACA
19
Kayne Anderson Capital Advisors
California
$2.56M +$2.53M +50,000 New
AOWM
20
Alpha Omega Wealth Management
Virginia
$2.39M +$263K +5,200 +13%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$2.05M
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.79M -$1.27M -25,000 -42%
AUIM
23
Aegon USA Investment Management
Iowa
$1.65M -$122K -2,400 -7%
WAM
24
Wolverine Asset Management
Illinois
$1.14M -$4.63M -91,527 -80%
SI
25
Stephens Inc
Arkansas
$1M +$114K +2,250 +13%

AEPPZ Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q2 2021, worth a combined $828M — up 6.6% from $777M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AEPPZ and 3 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $240M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $19.6M sold.

  • 33 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q2 2021, down from 42 in Q1 2021.
  • Funds reported $828M of American Electric Power Company, Inc. Corporate Units stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 3 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q2 2021 and 12 closed out, a net change of -9 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q2 2021 was Russell Investments Group, an estimated $240M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q2 2021 was D.E. Shaw & Co, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2021.