American Equity Investment Life Holding Company
AEL was delisted on the 2nd of May, 2024.
257 hedge funds and large institutions have $2.87B invested in American Equity Investment Life Holding Company in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 46 closing their positions.
7% less funds holding
Funds holding: 275 → 257 (-18)
16% less capital invested
Capital invested by funds: $3.43B → $2.87B (-$561M)
24% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 108
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 46
90% less call options, than puts
Call options by funds: $467K | Put options by funds: $4.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$10.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$10M |
| 4 |
Pzena Investment Management
New York
|
+$9.35M |
| 5 |
Millennium Management
New York
|
+$8.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$74.3M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$23.5M |
| 3 |
Morgan Stanley
New York
|
-$18.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIA
301
Bell Investment Advisors
Oakland,
California
| – | -$1.78K | -39 | Closed |
|
302
Rockefeller Capital Management
New York
| – | -$1K | -31 | Closed |
|
|
HCP
303
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$502 | -11 | Closed |
|
|
TWP
304
TFO Wealth Partners
Maumee,
Ohio
| – | -$14 | -1 | Closed |
|
AEL Hedge Fund Activity: Q1 2023 in Review
257 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2023, worth a combined $2.87B — down 16% from $3.43B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of AEL and 30 opened new positions — a net loss of 16 holders — while 108 trimmed existing stakes and 82 added.
The largest buyer was Envestnet Asset Management, adding an estimated $11.2M. The largest seller was Barclays, cutting an estimated $74.3M.
- 257 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2023, down from 275 in Q4 2022.
- Funds reported $2.87B of American Equity Investment Life Holding Company stock for Q1 2023, down 16% quarter-over-quarter.
- 30 funds opened new American Equity Investment Life Holding Company positions in Q1 2023 and 46 closed out, a net change of -16 holders.
- The largest American Equity Investment Life Holding Company buyer in Q1 2023 was Envestnet Asset Management, an estimated $11.2M added.
- The largest American Equity Investment Life Holding Company seller in Q1 2023 was Barclays, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2023.