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AEL

American Equity Investment Life Holding Company

Delisted

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

246 hedge funds and large institutions have $2.6B invested in American Equity Investment Life Holding Company in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,060% more call options, than puts

Call options by funds: $308K | Put options by funds: $5K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $2.05B → $2.6B (+$553M)

1% more funds holding

Funds holding: 244246 (+2)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
246
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
31
Increased
85
Reduced
93
Closed
22
Calls
$308K
Puts
$5K
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$7K
FCA
227
FinTrust Capital Advisors
South Carolina
$6K
PFBT
228
Parkside Financial Bank & Trust
Missouri
$6K
TFO
229
Tarbox Family Office
California
$6K
PCG
230
Private Capital Group
Connecticut
$5K -$6.64K -245 -57%
AssetMark Inc
231
AssetMark Inc
California
$5K +$4.39K +162 +1,473%
CFA
232
Carroll Financial Associates
North Carolina
$4K
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$3K
PFSC
234
Peoples Financial Services Corp
Pennsylvania
$3K
ST
235
Smithfield Trust
Pennsylvania
$3K
SFS
236
Sowell Financial Services
Arkansas
$3K
BCA
237
Berman Capital Advisors
Georgia
$2K
LC
238
Lindbrook Capital
California
$2K
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.6K +59 New
EI
240
Ellevest Inc
New York
$2K +$2.06K +76 New
GC
241
Globeflex Capital
California
$1K
VFA
242
Valeo Financial Advisors
Indiana
$1K
SF
243
Synovus Financial
Georgia
$1K +$759 +28 New
HGWM
244
Harvest Group Wealth Management
Massachusetts
$1K +$1.19K +44 New
TPCW
245
TD Private Client Wealth
New York
$449 +$407 +15 New
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
-$12M -495,111 Closed
EGM
247
Engineers Gate Manager
New York
-$1.06M -44,009 Closed
NICM
248
Neo Ivy Capital Management
New York
-$933K -43,304 Closed
Wellington Management Group
249
Wellington Management Group
Massachusetts
-$922K -38,100 Closed
CANY
250
Caxton Associates (New York)
New York
-$745K -30,800 Closed

AEL Hedge Fund Activity: Q4 2019 in Review

246 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2019, worth a combined $2.6B — up 27% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $66M. The largest seller was Snow Capital Management, cutting an estimated $23.1M.

  • 246 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2019, up from 244 in Q3 2019.
  • Funds reported $2.6B of American Equity Investment Life Holding Company stock for Q4 2019, up 27% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2019 was Kohlberg Kravis Roberts & Co, an estimated $66M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2019 was Snow Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.