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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $4.29B invested in American Equity Investment Life Holding Company in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2% more capital invested

Capital invested by funds: $4.21B → $4.29B (+$85.2M)

2% less funds holding

Funds holding: 250244 (-6)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

93% less call options, than puts

Call options by funds: $51K | Put options by funds: $686K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
33
Increased
74
Reduced
89
Closed
37
Calls
$51K
Puts
$686K
Net Calls
-$635K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
226
Red Tortoise LLC
Georgia
$2.7K
JWA
227
JFS Wealth Advisors
Pennsylvania
$2.47K
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$2.36K -$222 -4 -9%
RAM
229
Riggs Asset Management
Pennsylvania
$1.86K +$1.83K +33 New
UB
230
UMB Bank
Missouri
$1.57K +$1.56K +28 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$1.35K
AF
232
Allworth Financial
California
$1.29K
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.24K
IA
234
IFP Advisors
Florida
$1.18K +$1.17K +21 New
W
235
WealthCollab
Washington
$1.13K
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$1.01K
SIC
237
SJS Investment Consulting
Ohio
$1.01K
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$1K -$15.4K -277 -97%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$731
ECM
240
Everence Capital Management
Indiana
$715
SWM
241
Spire Wealth Management
Virginia
$562
RIL
242
Rothschild Investment LLC
Illinois
$562 +$556 +10 New
FFO
243
Fortitude Family Office
Arizona
$337 +$333 +6 New
HNB
244
Huntington National Bank
Ohio
$56
Pzena Investment Management
245
Pzena Investment Management
New York
-$28.1M -503,490 Closed
ClearBridge Investments
246
ClearBridge Investments
New York
-$21.8M -390,697 Closed
KCM
247
Kennedy Capital Management
Missouri
-$10.3M -183,780 Closed
NYLIM
248
New York Life Investment Management
New York
-$9.56M -171,262 Closed
GC
249
Gilbert & Cook
Iowa
-$8.48M -152,040 Closed
Man Group
250
Man Group
United Kingdom
-$6.82M -122,231 Closed

AEL Hedge Fund Activity: Q1 2024 in Review

244 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2024, worth a combined $4.29B — up 2% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 33 opened new positions — a net loss of 4 holders — while 89 trimmed existing stakes and 74 added.

The largest buyer was Glazer Capital LLC, adding an estimated $77.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $49.4M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $4.29B of American Equity Investment Life Holding Company stock for Q1 2024, up 2% quarter-over-quarter.
  • 33 funds opened new American Equity Investment Life Holding Company positions in Q1 2024 and 37 closed out, a net change of -4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2024 was Glazer Capital LLC, an estimated $77.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2024 was Dimensional Fund Advisors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q1 2024.