American Equity Investment Life Holding Company
AEL was delisted on the 2nd of May, 2024.
216 hedge funds and large institutions have $1.86B invested in American Equity Investment Life Holding Company in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 19 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
33% more capital invested
Capital invested by funds: $1.4B → $1.86B (+$462M)
9% more funds holding
Funds holding: 199 → 216 (+17)
5% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 76
75% less call options, than puts
Call options by funds: $715K | Put options by funds: $2.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$18.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$10.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.29M |
| 4 |
JP Morgan Chase
New York
|
+$8.17M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$15M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$10.4M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$7.62M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$7.38M |
| 5 |
Goldman Sachs
New York
|
-$4.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
226
Airain Ltd
St. Peter Port,
Guernsey
| – | -$317K | -17,878 | Closed |
|
|
VKH
227
Virtu KCG Holdings
New York
| – | -$274K | -15,482 | Closed |
|
|
DC
228
Deere & Company
Moline,
Illinois
| – | -$269K | -15,167 | Closed |
|
|
SB
229
Suntrust Banks
Atlanta,
Georgia
| – | -$260K | -14,755 | Closed |
|
|
KA
230
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$230K | -13,000 | Closed |
|
231
Verition Fund Management
Greenwich,
Connecticut
| – | -$224K | -12,628 | Closed |
|
|
ST
232
Spot Trading
Chicago,
Illinois
| – | -$163K | -9,196 | Closed |
|
233
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$7K | -382 | Closed |
|
|
WTB
234
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -74 | Closed |
|
|
MFS
235
MSI Financial Services
Springfield,
Massachusetts
| – | -$120 | -6 | -27% |
|
AEL Hedge Fund Activity: Q4 2016 in Review
216 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2016, worth a combined $1.86B — up 33% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AEL positions and 19 closed out — a net gain of 19 holders — while 72 added to existing stakes and 76 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $18.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $15M.
- 216 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2016, up from 199 in Q3 2016.
- Funds reported $1.86B of American Equity Investment Life Holding Company stock for Q4 2016, up 33% quarter-over-quarter.
- 38 funds opened new American Equity Investment Life Holding Company positions in Q4 2016 and 19 closed out, a net change of +19 holders.
- The largest American Equity Investment Life Holding Company buyer in Q4 2016 was Victory Capital Management, an estimated $18.7M added.
- The largest American Equity Investment Life Holding Company seller in Q4 2016 was Schroder Investment Management Group, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2016.