Balyasny Asset Management
AEL

Balyasny Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Balyasny Asset Management’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,209,352
Closed -$68M – 3260
2024
Q1 		$68M Buy
1,209,352
+9,747
+0.8% +$542K 0.12% 215
2023
Q4 		$66.9M Buy
1,199,605
+372,495
+45% +$20.2M 0.13% 205
2023
Q3 		$44.4M Buy
827,110
+689,987
+503% +$36.9M 0.09% 299
2023
Q2 		$7.15M Buy
+137,123
New +$5.51M 0.02% 925
2023
Q1 		– Sell
-40,860
Closed -$1.86M – 3281
2022
Q4 		$1.86M Buy
40,860
+12,258
+43% +$494K 0.01% 1455
2022
Q3 		$1.07M Sell
28,602
-137,343
-83% -$5.15M ﹤0.01% 1768
2022
Q2 		$6.07M Sell
165,945
-113,204
-41% -$4.31M 0.02% 853
2022
Q1 		$11.1M Buy
279,149
+1,915
+0.7% +$77.1K 0.04% 659
2021
Q4 		$10.8M Sell
277,234
-19,779
-7% -$690K 0.04% 613
2021
Q3 		$8.78M Buy
297,013
+33,611
+13% +$1.05M 0.04% 630
2021
Q2 		$8.51M Buy
263,402
+210,693
+400% +$6.65M 0.04% 555
2021
Q1 		$1.66M Sell
52,709
-94,700
-64% -$2.82M 0.01% 1089
2020
Q4 		$4.08M Buy
+147,409
New +$4.07M 0.02% 706
2020
Q1 		– Sell
-116,520
Closed -$3.49M – 1606
2019
Q4 		$3.49M Buy
116,520
+77,291
+197% +$2.1M 0.02% 655
2019
Q3 		$949K Buy
39,229
+14,899
+61% +$360K 0.01% 843
2019
Q2 		$661K Sell
24,330
-27,526
-53% -$787K ﹤0.01% 1167
2019
Q1 		$1.4M Sell
51,856
-145,263
-74% -$4.4M 0.01% 922
2018
Q4 		$5.51M Sell
197,119
-424,138
-68% -$13.6M 0.04% 487
2018
Q3 		$22M Sell
621,257
-198,594
-24% -$7.17M 0.1% 281
2018
Q2 		$29.5M Buy
819,851
+753,017
+1,127% +$24.3M 0.13% 202
2018
Q1 		$1.96M Buy
66,834
+54,734
+452% +$1.75M 0.01% 1001
2017
Q4 		$372K Buy
+12,100
New +$367K ﹤0.01% 1656
2017
Q3 		– Sell
-28,933
Closed -$760K – 2140
2017
Q2 		$760K Sell
28,933
-181,238
-86% -$4.41M ﹤0.01% 1168
2017
Q1 		$4.97M Sell
210,171
-162,492
-44% -$4.04M 0.02% 705
2016
Q4 		$8.4M Buy
+372,663
New +$7.45M 0.05% 532
2016
Q2 		– Sell
-167,026
Closed -$2.81M – 1511
2016
Q1 		$2.81M Buy
+167,026
New +$2.71M 0.02% 643
2015
Q4 		– Sell
-24,550
Closed -$572K – 1497
2015
Q3 		$572K Buy
+24,550
New +$633K ﹤0.01% 801

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Balyasny Asset Management's AEL Position: Q2 2024 in Review

Balyasny Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,209,352 shares — an estimated $68M sold.

Balyasny Asset Management first reported a position in AEL in Q3 2015 and held it in 27 quarters. The position peaked at $68M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Balyasny Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 1,209,352 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $68M.
  • Balyasny Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 27 quarters.
  • Balyasny Asset Management's American Equity Investment Life Holding Company position peaked at $68M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Balyasny Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.