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AEL

American Equity Investment Life Holding Company

Delisted

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

234 hedge funds and large institutions have $2.29B invested in American Equity Investment Life Holding Company in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

36% more capital invested

Capital invested by funds: $1.68B → $2.29B (+$607M)

4% more funds holding

Funds holding: 224234 (+10)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

45% less call options, than puts

Call options by funds: $781K | Put options by funds: $1.41M

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
32
Increased
83
Reduced
87
Closed
20
Calls
$781K
Puts
$1.41M
Net Calls
-$632K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$2K +$1.44K +69 New
PWMG
227
Prestige Wealth Management Group
New Jersey
$1K -$25.9K -1,243 -97%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$1K -$1.38K -66 -72%
SF
229
Synovus Financial
Georgia
$1K
VFA
230
Valeo Financial Advisors
Indiana
$1K
HGWM
231
Harvest Group Wealth Management
Massachusetts
$1K +$855 +41 New
PHK
232
Point72 Hong Kong
Hong Kong
$1K +$938 +45 New
WG
233
Winton Group
United Kingdom
-$2.14M -113,623 Closed
Citadel Advisors
234
Citadel Advisors
Florida
-$1.94M -93,101 Closed
CCMG
235
Clark Capital Management Group
Pennsylvania
-$1.73M -91,845 Closed
SPIA
236
Steward Partners Investment Advisory
New York
-$1.17M -62,290 Closed
QCM
237
Quantinno Capital Management
New York
-$587K -31,216 Closed
CIP
238
Convergence Investment Partners
Florida
-$564K -30,009 Closed
KFA
239
Krane Funds Advisors
New York
-$549K -29,183 Closed
MERSOM
240
Municipal Employees' Retirement System of Michigan
Michigan
-$530K -28,210 Closed
PTC
241
Petrus Trust Company
Texas
-$191K -10,186 Closed
FMT
242
First Mercantile Trust
Tennessee
-$71K -3,800 Closed
IUHSA
243
Itau Unibanco Holding S.A.
Brazil
-$26K -1,403 Closed
SIS
244
Sound Income Strategies
Florida
-$23K -1,233 Closed
ASN
245
Advisory Services Network
Georgia
-$14K -738 Closed
RFM
246
Royal Fund Management
Florida
-$5K -300 Closed
CFG
247
Citizens Financial Group
Rhode Island
-$5K -263 Closed
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
-$2K -121 Closed
AII
249
AGF Investments Inc
Ontario, Canada
-$2K -95 Closed
ABC
250
Associated Banc-Corp
Wisconsin
-$1K -77 Closed

AEL Hedge Fund Activity: Q2 2020 in Review

234 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2020, worth a combined $2.29B — up 36% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 20 closed out — a net gain of 12 holders — while 83 added to existing stakes and 87 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Victory Capital Management, cutting an estimated $20M.

  • 234 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2020, up from 224 in Q1 2020.
  • Funds reported $2.29B of American Equity Investment Life Holding Company stock for Q2 2020, up 36% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q2 2020 and 20 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2020 was Citigroup, an estimated $119M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2020 was Victory Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2020.