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AEL

American Equity Investment Life Holding Company

Delisted

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

254 hedge funds and large institutions have $3.1B invested in American Equity Investment Life Holding Company in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

6% more funds holding

Funds holding: 239254 (+15)

3% less capital invested

Capital invested by funds: $3.2B → $3.1B (-$94.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
254
Holders Change
+15
Holders Change %
+6.28%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
70
Reduced
108
Closed
19
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$14K -$2.59K -69 -15%
First Manhattan
227
First Manhattan
New York
$11K
CA
228
Crewe Advisors
Utah
$10K +$1.69K +45 +21%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$8K
FCA
230
FinTrust Capital Advisors
South Carolina
$7K -$300 -8 -4%
QCG
231
Quadrant Capital Group
Ohio
$7K +$2.03K +54 +37%
EI
232
Ellevest Inc
New York
$7K +$6.6K +176 +1,100%
CSB
233
City State Bank
Iowa
$6K
LC
234
Lindbrook Capital
California
$6K +$150 +4 +3%
PTC
235
Private Trust Company
Ohio
$5K
IAIM
236
International Assets Investment Management
Florida
$5K +$4.69K +125 New
CP
237
Castleview Partners
Texas
$4K -$10.6K -282 -74%
STCOSD
238
Sageworth Trust Company of South Dakota
South Dakota
$4K -$2.55K -68 -41%
JWA
239
JFS Wealth Advisors
Pennsylvania
$4K -$975 -26 -20%
BCMLT
240
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
GRP
241
Global Retirement Partners
California
$3K +$863 +23 +48%
GEA
242
Glen Eagle Advisors
New Jersey
$2.05K +$2.06K +55 New
SC
243
Schubert & Co
Texas
$2K -$38 -1 -2%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.91K +51 New
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$1K -$8.63K -230 -88%
DI
246
Disciplined Investments
Oklahoma
$1K
PWMG
247
Prestige Wealth Management Group
New Jersey
$1K
SIC
248
SJS Investment Consulting
Ohio
$1K +$863 +23 New
BIA
249
Bell Investment Advisors
California
$1K +$975 +26 New
AIM
250
Axiom Investment Management
New York
$1K +$1.24K +33 New

AEL Hedge Fund Activity: Q3 2022 in Review

254 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2022, worth a combined $3.1B — down 2.9% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 19 closed out — a net gain of 18 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $42M.

  • 254 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $3.1B of American Equity Investment Life Holding Company stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q3 2022 and 19 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2022 was Ophir Asset Management, an estimated $16.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2022 was BlackRock, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2022.