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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
H
226
Hexavest
Quebec, Canada
$72K +$22.6K +705 +41%
PFA
227
Pathway Financial Advisors
Vermont
$65K
GRP
228
Global Retirement Partners
California
$50K
NIT
229
NumerixS Investment Technologies
British Columbia, Canada
$50K +$48K +1,500 +750%
SWA
230
Sutton Wealth Advisors
Florida
$42.1K
DVM
231
Dreman Value Management
Florida
$42K
SEI Investments
232
SEI Investments
Pennsylvania
$36K -$2.34M -73,198 -98%
Citigroup
233
Citigroup
New York
$36K -$1.72M -53,574 -98%
AIS
234
Accurate Investment Solutions
Pennsylvania
$32K +$384 +12 +1%
RFM
235
Royal Fund Management
Florida
$32K +$2.37K +74 +7%
SWP
236
Stratos Wealth Partners
Ohio
$28K
ASN
237
Advisory Services Network
Georgia
$28K +$23.5K +734 +322%
PGA
238
Premia Global Advisors
Florida
$27K +$1.95K +61 +7%
OIA
239
OneDigital Investment Advisors
Kansas
$20K
GT
240
Glenmede Trust
Pennsylvania
$19K
QCG
241
Quadrant Capital Group
Ohio
$19K +$17.2K +537 +265%
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$18K +$1.5K +47 +8%
PA
243
Parallel Advisors
California
$17K -$416 -13 -2%
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$16K
TWA
245
TCI Wealth Advisors
Arizona
$15K
TRCT
246
Tower Research Capital (TRC)
New York
$15K +$16K +500 New
Simplex Trading
247
Simplex Trading
Illinois
$13K -$197K -6,152 -93%
MBT
248
Monroe Bank & Trust
Michigan
$13K
RCAG
249
Rehmann Capital Advisory Group
Michigan
$12K +$12.6K +393 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$10K -$640 -20 -5%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.