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AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
251
Signet Financial Management
New Jersey
$8K +$6.36K +176 +338%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$6K
GAM
253
Gemmer Asset Management
California
$5K
JA
254
JOYN Advisors
Georgia
$5K +$253 +7 +5%
PFSC
255
Peoples Financial Services Corp
Pennsylvania
$4K
ST
256
Smithfield Trust
Pennsylvania
$3K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.75K +76 New
TRCT
258
Tower Research Capital (TRC)
New York
$3K +$3.03K +84 New
FGAM
259
Financial Gravity Asset Management
Texas
$2K -$217 -6 -7%
CCM
260
Cribstone Capital Management
Maine
$2K
AssetMark Inc
261
AssetMark Inc
California
$1K
CAW
262
Cornerstone Advisors (Washington)
Washington
$1K
HIM
263
Hillsdale Investment Management
Ontario, Canada
$1K
VFA
264
Valeo Financial Advisors
Indiana
$1K
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$722 +20 New
CAG
266
Csenge Advisory Group
Florida
$1K +$1.16K +32 New
HAI
267
Hennessy Advisors Inc
California
-$39M -1,083,400 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
-$5.65M -157,055 Closed
Alyeska Investment Group
269
Alyeska Investment Group
Illinois
-$5.47M -152,004 Closed
Adage Capital Partners
270
Adage Capital Partners
Massachusetts
-$3.02M -84,000 Closed
MSL
271
Mackay Shields LLC
New York
-$2.52M -70,100 Closed
MCM
272
Moore Capital Management
New York
-$1.48M -41,209 Closed
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
-$1.46M -40,433 Closed
BCM
274
Bluefin Capital Management
New York
-$1.19M -32,961 Closed
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
-$485K -13,520 Closed

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.