American Equity Investment Life Holding Company
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.
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: 230 → 265 (+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: 5 → 4 (-1)
58% less call options, than puts
Call options by funds: $203K | Put options by funds: $489K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$32.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13.2M |
| 3 |
Millennium Management
New York
|
+$12.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.5M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$9.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$95M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$53.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.5M |
| 4 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$16.2M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$8.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
276
Paloma Partners
Greenwich,
Connecticut
| – | -$515K | -17,689 | Closed |
|
|
TRCT
277
Tower Research Capital (TRC)
New York
| – | -$345K | -11,879 | Closed |
|
|
LA
278
Lucus Advisors
New York
| – | -$345K | -11,874 | Closed |
|
279
Jane Street
New York
| – | -$243K | -8,350 | Closed |
|
|
TDC
280
Thompson Davis & Co
Richmond,
Virginia
| – | -$30K | -1,047 | Closed |
|
|
WT
281
Whittier Trust
South Pasadena,
California
| – | -$4K | -138 | 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.