D.E. Shaw & Co
AEL

D.E. Shaw & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

D.E. Shaw & Co’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
-13,322
Closed -$749K – 4954
2024
Q1 		$749K Sell
13,322
-28,751
-68% -$1.6M ﹤0.01% 3273
2023
Q4 		$2.35M Sell
42,073
-80,373
-66% -$4.37M ﹤0.01% 2542
2023
Q3 		$6.57M Sell
122,446
-353,815
-74% -$18.9M 0.01% 1590
2023
Q2 		$24.8M Buy
476,261
+188,507
+66% +$7.58M 0.03% 760
2023
Q1 		$10.5M Buy
287,754
+112,887
+65% +$4.8M 0.01% 1325
2022
Q4 		$7.98M Buy
174,867
+67,368
+63% +$2.71M 0.01% 1652
2022
Q3 		$4.01M Buy
107,499
+94,699
+740% +$3.55M ﹤0.01% 2327
2022
Q2 		$468K Buy
+12,800
New +$487K ﹤0.01% 4128
2022
Q1 		– Sell
-74,829
Closed -$2.91M – 6068
2021
Q4 		$2.91M Sell
74,829
-35,768
-32% -$1.25M ﹤0.01% 2998
2021
Q3 		$3.27M Buy
110,597
+13,622
+14% +$425K ﹤0.01% 2544
2021
Q2 		$3.13M Sell
96,975
-483,835
-83% -$15.3M ﹤0.01% 2479
2021
Q1 		$18.3M Buy
580,810
+206,571
+55% +$6.15M 0.02% 977
2020
Q4 		$10.4M Buy
+374,239
New +$10.3M 0.01% 1366
2020
Q3 		– Sell
-44,960
Closed -$1.11M – 4252
2020
Q2 		$1.11M Sell
44,960
-146,611
-77% -$3.06M ﹤0.01% 2852
2020
Q1 		$3.6M Buy
191,571
+20,715
+12% +$529K 0.01% 1721
2019
Q4 		$5.11M Sell
170,856
-141,167
-45% -$3.83M 0.01% 1713
2019
Q3 		$7.55M Buy
312,023
+145,574
+87% +$3.52M 0.01% 1358
2019
Q2 		$4.52M Buy
166,449
+71,364
+75% +$2.04M 0.01% 1658
2019
Q1 		$2.57M Sell
95,085
-1,852
-2% -$56.1K ﹤0.01% 1983
2018
Q4 		$2.71M Sell
96,937
-102,836
-51% -$3.3M ﹤0.01% 1918
2018
Q3 		$7.06M Sell
199,773
-128,785
-39% -$4.65M 0.01% 1328
2018
Q2 		$11.8M Sell
328,558
-224,642
-41% -$7.25M 0.02% 986
2018
Q1 		$16.2M Sell
553,200
-112,582
-17% -$3.6M 0.02% 759
2017
Q4 		$20.5M Sell
665,782
-34,629
-5% -$1.05M 0.03% 669
2017
Q3 		$20.4M Buy
700,411
+48,048
+7% +$1.33M 0.03% 605
2017
Q2 		$17.1M Sell
652,363
-8,551
-1% -$208K 0.03% 653
2017
Q1 		$15.6M Sell
660,914
-27,473
-4% -$682K 0.03% 691
2016
Q4 		$15.5M Sell
688,387
-193,259
-22% -$3.86M 0.03% 728
2016
Q3 		$15.6M Buy
881,646
+272,589
+45% +$4.5M 0.03% 678
2016
Q2 		$8.68M Buy
609,057
+156,547
+35% +$2.36M 0.02% 965
2016
Q1 		$7.6M Buy
452,510
+347,819
+332% +$5.64M 0.01% 1010
2015
Q4 		$2.52M Sell
104,691
-46,646
-31% -$1.19M ﹤0.01% 1951
2015
Q3 		$3.53M Buy
+151,337
New +$3.9M 0.01% 1661
2015
Q1 		– Sell
-37,220
Closed -$1.09M – 4100
2014
Q4 		$1.09M Sell
37,220
-74,462
-67% -$1.94M ﹤0.01% 2771
2014
Q3 		$2.56M Buy
111,682
+57,565
+106% +$1.36M ﹤0.01% 2059
2014
Q2 		$1.33M Sell
54,117
-109,381
-67% -$2.53M ﹤0.01% 2669
2014
Q1 		$3.86M Sell
163,498
-7,996
-5% -$184K 0.01% 1781
2013
Q4 		$4.52M Buy
+171,494
New +$3.91M 0.01% 1763

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 $10B AUM 15.14% 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

D.E. Shaw & Co's AEL Position: Q2 2024 in Review

D.E. Shaw & Co sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 13,322 shares — an estimated $749K sold.

D.E. Shaw & Co first reported a position in AEL in Q4 2013 and held it in 38 quarters. The position peaked at $24.8M in Q2 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • D.E. Shaw & Co reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 13,322 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $749K.
  • D.E. Shaw & Co first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 38 quarters.
  • D.E. Shaw & Co's American Equity Investment Life Holding Company position peaked at $24.8M in Q2 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on D.E. Shaw & Co's 13F filing for Q2 2024, filed 14 Aug 2024.