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AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$10.1K
BTI
227
Blue Trust Inc
Georgia
$8K
BF
228
BOK Financial
Oklahoma
$7.79K -$116K -2,175 -94%
PTC
229
Private Trust Company
Ohio
$7.51K
BCMLT
230
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.15K
CP
231
Castleview Partners
Texas
$5.36K
First Manhattan
232
First Manhattan
New York
$5.36K
SFG
233
Steward Financial Group
Texas
$4K +$4.76K +89 New
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$3.97K +$3.96K +74 New
FFA
235
Farther Finance Advisors
California
$3K
Bessemer Group
236
Bessemer Group
New Jersey
$3K
BIA
237
Bell Investment Advisors
California
$2.74K +$1.34K +25 +96%
RTL
238
Red Tortoise LLC
Georgia
$2.58K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$2.47K -$268 -5 -10%
JWA
240
JFS Wealth Advisors
Pennsylvania
$2.36K
TSW
241
Thompson Siegel & Walmsley
Virginia
$2K
GRP
242
Global Retirement Partners
California
$1.29K +$54 +1 +4%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.29K
AF
244
Allworth Financial
California
$1.23K +$1.23K +23 New
PWMG
245
Prestige Wealth Management Group
New Jersey
$1.18K
SIC
246
SJS Investment Consulting
Ohio
$966
ECM
247
Everence Capital Management
Indiana
$682
GWS
248
Glassman Wealth Services
Virginia
$590
AWM
249
Abound Wealth Management
Tennessee
$376
HNB
250
Huntington National Bank
Ohio
$54

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.