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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $2.05B invested in American Equity Investment Life Holding Company in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

0% more call options, than puts

Call options by funds: $7K | Put options by funds: $7K

2% less funds holding

Funds holding: 250244 (-6)

11% less capital invested

Capital invested by funds: $2.3B → $2.05B (-$257M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
102
Reduced
77
Closed
28
Calls
$7K
Puts
$7K
Net Calls
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$5K -$290 -12 -6%
TFO
227
Tarbox Family Office
California
$5K
FCA
228
FinTrust Capital Advisors
South Carolina
$5K +$774 +32 +20%
MAM
229
Meeder Asset Management
Ohio
$4K +$4.08K +169 New
CFA
230
Carroll Financial Associates
North Carolina
$3K
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$3K
PFSC
232
Peoples Financial Services Corp
Pennsylvania
$3K
QCG
233
Quadrant Capital Group
Ohio
$2K -$52K -2,151 -92%
ST
234
Smithfield Trust
Pennsylvania
$2K
SFS
235
Sowell Financial Services
Arkansas
$2K +$2.27K +94 New
BCA
236
Berman Capital Advisors
Georgia
$1K
GC
237
Globeflex Capital
California
$1K
LC
238
Lindbrook Capital
California
$1K
VFA
239
Valeo Financial Advisors
Indiana
$1K +$97 +4 +13%
Bessemer Group
240
Bessemer Group
New Jersey
$1K +$1.18K +49 New
GT
241
Glenmede Trust
Pennsylvania
$17 -$6.53K -270 -27%
USAA
242
United Services Automobile Association
Texas
-$6.05M -222,687 Closed
Canada Life
243
Canada Life
Manitoba, Canada
-$3.3M -121,496 Closed
Arrowstreet Capital
244
Arrowstreet Capital
Massachusetts
-$3.2M -117,973 Closed
AL
245
AJO LP
Pennsylvania
-$2.93M -108,029 Closed
EC
246
EJF Capital
Virginia
-$2.85M -105,000 Closed
FDS
247
Freedom Day Solutions
Texas
-$1.64M -60,298 Closed
ERSOT
248
Employees Retirement System of Texas
Texas
-$1.57M -58,000 Closed
Rafferty Asset Management
249
Rafferty Asset Management
New York
-$1.28M -47,065 Closed
ZIM
250
Zacks Investment Management
Illinois
-$1.25M -45,867 Closed

AEL Hedge Fund Activity: Q3 2019 in Review

244 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2019, worth a combined $2.05B — down 11% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AEL and 23 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Macquarie Group, adding an estimated $18.4M. The largest seller was Invesco, cutting an estimated $41.9M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $2.05B of American Equity Investment Life Holding Company stock for Q3 2019, down 11% quarter-over-quarter.
  • 23 funds opened new American Equity Investment Life Holding Company positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2019 was Macquarie Group, an estimated $18.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2019 was Invesco, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2019.