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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$10K
RFC
252
Regions Financial Corp
Alabama
$9K -$8.8K -275 -49%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$9K +$192 +6 +2%
FHA
254
First Horizon Advisors
Tennessee
$7K
IA
255
IFP Advisors
Florida
$7K
CAC
256
Certified Advisory Corp
Florida
$7K +$1.6K +50 +25%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$6K -$1.12K -35 -14%
SSB
258
Sandy Spring Bank
Maryland
$6K
WTB
259
Washington Trust Bank
Washington
$6K +$6.24K +195 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$5K
GAM
261
Gemmer Asset Management
California
$4K
PFSC
262
Peoples Financial Services Corp
Pennsylvania
$3K
FGC
263
Financial Gravity Companies
Texas
$3K +$2.69K +84 +280%
FGAM
264
Financial Gravity Asset Management
Texas
$3K +$3.65K +114 New
ST
265
Smithfield Trust
Pennsylvania
$2K
CCM
266
Cribstone Capital Management
Maine
$2K +$1.92K +60 New
AssetMark Inc
267
AssetMark Inc
California
$1K -$896 -28 -39%
VFA
268
Valeo Financial Advisors
Indiana
$1K +$128 +4 +14%
SFM
269
Signet Financial Management
New Jersey
$1K +$928 +29 New
CAW
270
Cornerstone Advisors (Washington)
Washington
$1K +$960 +30 New
ML
271
McAdam LLC
Pennsylvania
$1K +$1.12K +35 New
Assenagon Asset Management
272
Assenagon Asset Management
Luxembourg
-$11.3M -366,943 Closed
WRF
273
Waddell & Reed Financial
Kansas
-$10.9M -356,102 Closed
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
-$9.51M -309,526 Closed
American Century Companies
275
American Century Companies
Missouri
-$8.95M -291,093 Closed

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.