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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 $2.39B invested in American Equity Investment Life Holding Company in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.73M

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

3% more funds holding

Funds holding: 266273 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $3.02B → $2.39B (-$630M)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
97
Reduced
87
Closed
38
Calls
$10.1M
Puts
$2.73M
Net Calls
+$7.33M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$7K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$7K +$386 +12 +5%
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$6K -$610 -19 -8%
GAM
254
Gemmer Asset Management
California
$6K +$2.92K +91 +66%
CG
255
Cutler Group
California
$6K +$7.36K +229 New
PCM
256
Prelude Capital Management
New York
$5K +$6.07K +189 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$4K
MNBTD
258
Moody National Bank Trust Division
Texas
$4K +$4.79K +149 New
FCA
259
FinTrust Capital Advisors
South Carolina
$4K +$5.11K +159 New
Schroder Investment Management Group
260
Schroder Investment Management Group
United Kingdom
$3.73K +$3.14M +97,857 +275%
IA
261
IFP Advisors
Florida
$3K -$4.92K -153 -62%
RFC
262
Regions Financial Corp
Alabama
$3K -$4.85K -151 -61%
PFSC
263
Peoples Financial Services Corp
Pennsylvania
$3K
JA
264
JOYN Advisors
Georgia
$2K -$2.54K -79 -56%
ST
265
Smithfield Trust
Pennsylvania
$2K
FGC
266
Financial Gravity Companies
Texas
$2K +$2.38K +74 New
VFA
267
Valeo Financial Advisors
Indiana
$1K -$129 -4 -12%
AIA
268
Alera Investment Advisors
Illinois
$1K +$771 +24 New
FTI
269
Fiduciary Trust International
Massachusetts
$1K +$1.12K +35 New
LC
270
Lindbrook Capital
California
$1K +$1.74K +54 New
NA
271
NewEdge Advisors
Louisiana
$217 +$259K +8,050 New
GT
272
Glenmede Trust
Pennsylvania
$25 +$29.8K +928 New
N
273
Nuveen
North Carolina
-$15.7M -443,460 Closed
WI
274
WBI Investments
New Jersey
-$6.08M -172,075 Closed
CRM
275
Capital Returns Management
New York
-$3.7M -104,673 Closed

AEL Hedge Fund Activity: Q4 2018 in Review

273 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2018, worth a combined $2.39B — down 21% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 38 closed out — a net gain of 9 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.7M. The largest seller was Deutsche Bank, cutting an estimated $27.2M.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $2.39B of American Equity Investment Life Holding Company stock for Q4 2018, down 21% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q4 2018 and 38 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2018 was Vanguard Group, an estimated $15.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2018 was Deutsche Bank, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2018.