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.

47 hedge funds and large institutions have $986M invested in American Electric Power Company, Inc. Corporate Units in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

34% more capital invested

Capital invested by funds: $734M → $986M (+$252M)

9% more funds holding

Funds holding: 4347 (+4)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$269M +$13.7K +258 +0%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M -$301K -5,650 -0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$86.8M +$62.7K +1,178 +0.1%
BlackRock
4
BlackRock
New York
$75.2M -$4.87M -91,448 -6%
ACM
5
Advent Capital Management
New York
$61.7M -$9.38M -176,240 -14%
Capital World Investors
6
Capital World Investors
California
$46.5M
Victory Capital Management
7
Victory Capital Management
Texas
$41.4M +$31.6M +593,336 +404%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$37.5M -$1.11M -20,893 -3%
Calamos Advisors
9
Calamos Advisors
Illinois
$26.9M +$4.31M +80,953 +20%
Ameriprise
10
Ameriprise
Minnesota
$20.5M -$1.54M -29,000 -7%
WHG
11
Westwood Holdings Group
Texas
$19M
State Street
12
State Street
Massachusetts
$17.7M +$319K +6,000 +2%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$14.4M -$298K -5,590 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.2M +$9.7M +182,300 +521%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$12M
SIM
16
SSI Investment Management
California
$11.5M +$10.9M +204,250 New
VanEck Associates
17
VanEck Associates
New York
$10.8M -$576K -10,814 -5%
Bank of America
18
Bank of America
North Carolina
$10.1M +$9.18M +172,442 +2,023%
PI
19
Putnam Investments
Massachusetts
$7.59M +$7.23M +135,794 New
Wells Fargo
20
Wells Fargo
California
$6.08M +$47.4K +891 +0.8%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$5.52M -$23.9M -450,000 -8%
Morgan Stanley
22
Morgan Stanley
New York
$5.47M +$3.24M +60,805 +166%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$5.16M +$239K +4,500 +5%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.42M
P8IP
25
Pier 88 Investment Partners
California
$3.45M

AEPPZ Hedge Fund Activity: Q1 2022 in Review

47 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Electric Power Company, Inc. Corporate Units (AEPPZ) for Q1 2022, worth a combined $986M — up 34% from $734M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AEPPZ positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $31.6M. The largest seller was Russell Investments Group, cutting an estimated $23.9M.

  • 47 institutional investors held American Electric Power Company, Inc. Corporate Units (AEPPZ) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $986M of American Electric Power Company, Inc. Corporate Units stock for Q1 2022, up 34% quarter-over-quarter.
  • 9 funds opened new American Electric Power Company, Inc. Corporate Units positions in Q1 2022 and 5 closed out, a net change of +4 holders.
  • The largest American Electric Power Company, Inc. Corporate Units buyer in Q1 2022 was Victory Capital Management, an estimated $31.6M added.
  • The largest American Electric Power Company, Inc. Corporate Units seller in Q1 2022 was Russell Investments Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2022.