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AEL

American Equity Investment Life Holding Company

Delisted

AEL was delisted on the 2nd of May, 2024.

265 hedge funds and large institutions have $2.59B invested in American Equity Investment Life Holding Company in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

15% more funds holding

Funds holding: 230265 (+35)

5% more capital invested

Capital invested by funds: $2.47B → $2.59B (+$114M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
Inspire Investing
Idaho
$55K +$54.7K +1,805 New
H
227
Hexavest
Quebec, Canada
$53K
GRP
228
Global Retirement Partners
California
$52K
SWA
229
Sutton Wealth Advisors
Florida
$44.1K
DVM
230
Dreman Value Management
Florida
$44K
AIS
231
Accurate Investment Solutions
Pennsylvania
$33K +$243 +8 +0.8%
RFM
232
Royal Fund Management
Florida
$31K
SWP
233
Stratos Wealth Partners
Ohio
$29K +$28.4K +938 New
PGA
234
Premia Global Advisors
Florida
$26K +$26.2K +864 New
OIA
235
OneDigital Investment Advisors
Kansas
$21K
GT
236
Glenmede Trust
Pennsylvania
$19K
FMA
237
FNY Managed Accounts
New York
$19K +$19.6K +647 New
PA
238
Parallel Advisors
California
$18K +$30 +1 +0.2%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$18K +$3.06K +101 +21%
RFC
240
Regions Financial Corp
Alabama
$17K +$17.2K +566 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$16K
TWA
242
TCI Wealth Advisors
Arizona
$15K
MBT
243
Monroe Bank & Trust
Michigan
$13K +$13.2K +434 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$11K
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$11K +$11.3K +373 New
APA
246
American Portfolios Advisors
New York
$9.29K +$9.16K +302 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$9K -$2.27K -75 -20%
Loomis, Sayles & Company
248
Loomis, Sayles & Company
Massachusetts
$9K +$8.73K +288 New
FHA
249
First Horizon Advisors
Tennessee
$8K +$61 +2 +0.8%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$8K +$4.73K +156 +161%

AEL Hedge Fund Activity: Q4 2017 in Review

265 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2017, worth a combined $2.59B — up 4.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEL positions and 16 closed out — a net gain of 38 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $32.3M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $95M sold.

  • 265 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2017, up from 230 in Q3 2017.
  • Funds reported $2.59B of American Equity Investment Life Holding Company stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 54 funds opened new American Equity Investment Life Holding Company positions in Q4 2017 and 16 closed out, a net change of +38 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $32.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2017 was Apollo Management Holdings, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2017.