We are live on ! Find out more
AEPPZ

American Electric Power Company, Inc. Corporate Units
AEPPZ

Delisted

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

43 hedge funds and large institutions have $734M invested in American Electric Power Company, Inc. Corporate Units in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

26% more funds holding

Funds holding: 3443 (+9)

10% less capital invested

Capital invested by funds: $813M → $734M (-$79.4M)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$254M +$2.05M +40,330 +0.8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$81.6M
BlackRock
3
BlackRock
New York
$75.6M +$904K +17,784 +1%
ACM
4
Advent Capital Management
New York
$66.6M +$9.02M +177,573 +16%
Capital World Investors
5
Capital World Investors
California
$43.8M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$35.9M -$233K -4,578 -0.7%
Calamos Advisors
7
Calamos Advisors
Illinois
$21M
Ameriprise
8
Ameriprise
Minnesota
$20.6M
WHG
9
Westwood Holdings Group
Texas
$17.7M -$428K -8,430 -2%
State Street
10
State Street
Massachusetts
$16.2M -$3.96M -78,000 -20%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$13.8M +$1.6M +31,436 +14%
KACA
12
Kayne Anderson Capital Advisors
California
$13M -$2.64M -52,018 -17%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$11.2M +$711K +14,000 +7%
VanEck Associates
14
VanEck Associates
New York
$10.7M +$443K +8,709 +4%
Victory Capital Management
15
Victory Capital Management
Texas
$7.73M
Wells Fargo
16
Wells Fargo
California
$5.68M +$336K +6,609 +7%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$5.67M +$32.6M +641,350 +14%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.62M +$187K +3,680 +4%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.16M +$4.02M +79,107 New
P8IP
20
Pier 88 Investment Partners
California
$3.25M +$3.14M +61,800 New
MPM
21
Meritage Portfolio Management
Kansas
$3.08M +$2.98M +58,619 New
AOWM
22
Alpha Omega Wealth Management
Virginia
$2.52M
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$2.09M
AUIM
24
Aegon USA Investment Management
Iowa
$1.96M
Morgan Stanley
25
Morgan Stanley
New York
$1.92M -$1.08M -21,252 -37%

AEPPZ Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q4 2021, worth a combined $734M — down 9.8% from $813M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AEPPZ positions and 2 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $32.6M. The largest seller was State Street, cutting an estimated $3.96M.

  • 43 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $734M of American Electric Power Company, Inc. Corporate Units stock for Q4 2021, down 9.8% quarter-over-quarter.
  • 11 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q4 2021 and 2 closed out, a net change of +9 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q4 2021 was Russell Investments Group, an estimated $32.6M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q4 2021 was State Street, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2021.