American Equity Investment Life Holding Company
AEL was delisted on the 2nd of May, 2024.
250 hedge funds and large institutions have $4.21B invested in American Equity Investment Life Holding Company in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 33 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
6% more capital invested
Capital invested by funds: $3.97B → $4.21B (+$235M)
0% more funds holding
Funds holding: 249 → 250 (+1)
18% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 89
36% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$52.9M |
| 2 |
AAM
Alpine Associates Management
Palm Beach,
Florida
|
+$40.6M |
| 3 |
BlackRock
New York
|
+$27.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.6M |
| 5 |
Morgan Stanley
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$30.2M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$25.4M |
| 3 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
-$23.1M |
| 4 |
Millennium Management
New York
|
-$21.5M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$20.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
276
Pentwater Capital Management
Naples,
Florida
| – | -$536K | -10,000 | Closed |
|
|
AIM
277
ARGA Investment Management
Stamford,
Connecticut
| – | -$509K | -9,496 | Closed |
|
|
DFCM
278
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$476K | -8,883 | Closed |
|
|
FC
279
FORA Capital
Miami,
Florida
| – | -$375K | -6,985 | Closed |
|
|
SSG
280
Summit Securities Group
New York
| – | -$54K | -1,000 | Closed |
|
281
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$21.6K | -402 | Closed |
|
|
TSW
282
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$2K | -45 | Closed |
|
|
AWM
283
Abound Wealth Management
Franklin,
Tennessee
| – | -$376 | -7 | Closed |
|
AEL Hedge Fund Activity: Q4 2023 in Review
250 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2023, worth a combined $4.21B — up 5.9% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AEL positions and 33 closed out — a net gain of 5 holders — while 73 added to existing stakes and 89 trimmed.
The largest buyer was First Trust Capital Management, opening a new position worth an estimated $52.9M. The largest seller was ClearBridge Investments, cutting an estimated $30.2M.
- 250 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2023, up from 249 in Q3 2023.
- Funds reported $4.21B of American Equity Investment Life Holding Company stock for Q4 2023, up 5.9% quarter-over-quarter.
- 38 funds opened new American Equity Investment Life Holding Company positions in Q4 2023 and 33 closed out, a net change of +5 holders.
- The largest American Equity Investment Life Holding Company buyer in Q4 2023 was First Trust Capital Management, an estimated $52.9M added.
- The largest American Equity Investment Life Holding Company seller in Q4 2023 was ClearBridge Investments, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2023.