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AEL

American Equity Investment Life Holding Company

Delisted

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

258 hedge funds and large institutions have $3.92B invested in American Equity Investment Life Holding Company in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more capital invested

Capital invested by funds: $2.87B → $3.92B (+$1.05B)

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% more funds holding

Funds holding: 257258 (+1)

35% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 103

37% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $8.1M

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
67
Reduced
103
Closed
45
Calls
$5.13M
Puts
$8.1M
Net Calls
-$2.96M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$19.9K -$322 -8 -2%
GCM
227
Gladius Capital Management
Illinois
$15.4K -$19.7K -491 -62%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.38K +109 +98%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$10.4K
LC
230
Lindbrook Capital
California
$9.85K +$1.69K +42 +29%
PTC
231
Private Trust Company
Ohio
$7.29K -$40 -1 -0.7%
BCMLT
232
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.15K
BTI
233
Blue Trust Inc
Georgia
$6K -$683 -17 -9%
First Manhattan
234
First Manhattan
New York
$5.21K -$12.1K -300 -75%
CP
235
Castleview Partners
Texas
$5.21K
PI
236
PEAK6 Investments
Illinois
$4.27K -$298K -7,413 -99%
Bessemer Group
237
Bessemer Group
New Jersey
$3K +$2.37K +59 New
WTG
238
West Tower Group
Virginia
$2.97K +$2.29K +57 New
FFA
239
Farther Finance Advisors
California
$2.92K
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$2.66K
RTL
241
Red Tortoise LLC
Georgia
$2.5K
JWA
242
JFS Wealth Advisors
Pennsylvania
$2.29K
TSW
243
Thompson Siegel & Walmsley
Virginia
$2K -$3.21M -79,770 -100%
FCA
244
FinTrust Capital Advisors
South Carolina
$1.82K
BIA
245
Bell Investment Advisors
California
$1.35K +$1.04K +26 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$1.25K +$965 +24 New
GRP
247
Global Retirement Partners
California
$1.21K +$603 +15 +188%
PWMG
248
Prestige Wealth Management Group
New Jersey
$1.15K
DI
249
Disciplined Investments
Oklahoma
$1.15K
SIC
250
SJS Investment Consulting
Ohio
$938 +$281 +7 +64%

AEL Hedge Fund Activity: Q2 2023 in Review

258 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2023, worth a combined $3.92B — up 37% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 45 closed out — a net gain of 2 holders — while 67 added to existing stakes and 103 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Macquarie Group, cutting an estimated $40.6M.

  • 258 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2023, up from 257 in Q1 2023.
  • Funds reported $3.92B of American Equity Investment Life Holding Company stock for Q2 2023, up 37% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q2 2023 and 45 closed out, a net change of +2 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2023 was Jane Street, an estimated $23.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2023 was Macquarie Group, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2023.