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AEL

American Equity Investment Life Holding Company

Delisted

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

265 hedge funds and large institutions have $2.59B invested in American Equity Investment Life Holding Company in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

15% more funds holding

Funds holding: 230265 (+35)

5% more capital invested

Capital invested by funds: $2.47B → $2.59B (+$114M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$7K -$1.46K -48 -18%
ASN
252
Advisory Services Network
Georgia
$7K +$6.91K +228 New
CAC
253
Certified Advisory Corp
Florida
$6K +$6.07K +200 New
NIT
254
NumerixS Investment Technologies
British Columbia, Canada
$6K +$6.07K +200 New
SSB
255
Sandy Spring Bank
Maryland
$6K +$6.31K +208 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$5K
QCG
257
Quadrant Capital Group
Ohio
$5K
PWM
258
Paulson Wealth Management
Illinois
$5K +$5K +165 New
GAM
259
Gemmer Asset Management
California
$4K
PFSC
260
Peoples Financial Services Corp
Pennsylvania
$3K
ST
261
Smithfield Trust
Pennsylvania
$3K +$2.58K +85 New
AssetMark Inc
262
AssetMark Inc
California
$2K +$849 +28 +65%
VFA
263
Valeo Financial Advisors
Indiana
$1K
FGC
264
Financial Gravity Companies
Texas
$1K +$910 +30 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.21K +40 New
AMH
266
Apollo Management Holdings
New York
-$95M -3,266,544 Closed
Alyeska Investment Group
267
Alyeska Investment Group
Illinois
-$53.5M -1,841,376 Closed
NFA
268
Nationwide Fund Advisors
Ohio
-$8.34M -286,838 Closed
Diamond Hill Capital Management
269
Diamond Hill Capital Management
Ohio
-$4.45M -152,958 Closed
PGC
270
Pacific Grove Capital
California
-$2.53M -86,902 Closed
OAM
271
Oxford Asset Management
United Kingdom
-$2.26M -77,195 Closed
LCM
272
Lomas Capital Management
New York
-$1.64M -56,265 Closed
Credit Agricole
273
Credit Agricole
France
-$1.62M -55,800 Closed
WI
274
WBI Investments
New Jersey
-$1.58M -54,337 Closed
Lazard Asset Management
275
Lazard Asset Management
New York
-$571K -19,650 Closed

AEL Hedge Fund Activity: Q4 2017 in Review

265 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2017, worth a combined $2.59B — up 4.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEL positions and 16 closed out — a net gain of 38 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $32.3M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $95M sold.

  • 265 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2017, up from 230 in Q3 2017.
  • Funds reported $2.59B of American Equity Investment Life Holding Company stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 54 funds opened new American Equity Investment Life Holding Company positions in Q4 2017 and 16 closed out, a net change of +38 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $32.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2017 was Apollo Management Holdings, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2017.