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AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
226
Avantax Planning Partners
Iowa
$73K +$74.2K +2,054 New
GRP
227
Global Retirement Partners
California
$60K
NIT
228
NumerixS Investment Technologies
British Columbia, Canada
$60K +$61.4K +1,700 New
RCAG
229
Rehmann Capital Advisory Group
Michigan
$54.8K
SWA
230
Sutton Wealth Advisors
Florida
$50.7K
MWPCG
231
Measured Wealth Private Client Group
New Hampshire
$41K +$41.4K +1,145 New
RFM
232
Royal Fund Management
Florida
$39K
MAM
233
Meeder Asset Management
Ohio
$37K -$41.4K -1,147 -52%
ASN
234
Advisory Services Network
Georgia
$34K
PA
235
Parallel Advisors
California
$27K +$7.91K +219 +40%
OIA
236
OneDigital Investment Advisors
Kansas
$24K
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$19K -$2.89K -80 -13%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$19K
TWA
239
TCI Wealth Advisors
Arizona
$18K
FIA
240
FNY Investment Advisers
New York
$17K -$8.71K -241 -33%
PCG
241
Private Capital Group
Connecticut
$15K
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$12K -$21.9K -606 -65%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$12K
Loomis, Sayles & Company
244
Loomis, Sayles & Company
Massachusetts
$10K +$10K +278 New
CAC
245
Certified Advisory Corp
Florida
$9K
IA
246
IFP Advisors
Florida
$9K
QCG
247
Quadrant Capital Group
Ohio
$9K
RFC
248
Regions Financial Corp
Alabama
$9K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$8K
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$8K +$614 +17 +8%

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.