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AEL

American Equity Investment Life Holding Company

Delisted

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

201 hedge funds and large institutions have $1.2B invested in American Equity Investment Life Holding Company in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more call options, than puts

Call options by funds: $937K | Put options by funds: $557K

57% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 53

6% less funds holding

Funds holding: 214201 (-13)

14% less capital invested

Capital invested by funds: $1.4B → $1.2B (-$199M)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

Holders
201
Holders Change
-13
Holders Change %
-6.07%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
83
Reduced
53
Closed
35
Calls
$937K
Puts
$557K
Net Calls
+$380K
Net Calls Change
-$742K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$11.8M -$763K -50,494 -6%
TSW
27
Thompson Siegel & Walmsley
Virginia
$11.3M -$369K -24,431 -3%
CIP
28
Chartwell Investment Partners
Pennsylvania
$10.6M +$2.16M +142,875 +24%
EA
29
Emerald Acquisition
Washington
$10.5M +$11.1M +734,836 New
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$10.1M -$4.11M -272,024 -28%
Citadel Advisors
31
Citadel Advisors
Florida
$9.73M -$11.9M -788,904 -54%
Bank of America
32
Bank of America
North Carolina
$9.63M +$495K +32,786 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$9.21M +$5.76M +381,722 +144%
PPA
34
Parametric Portfolio Associates
Washington
$8.79M +$3.31M +219,202 +55%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$8.68M +$2.36M +156,547 +35%
Principal Financial Group
36
Principal Financial Group
Iowa
$8.48M -$6.73M -445,635 -43%
Charles Schwab
37
Charles Schwab
California
$8.22M +$234K +15,466 +3%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$7.68M +$325K +21,489 +4%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$7.16M +$9.59K +635 +0.1%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$6.82M
SCM
41
Snow Capital Management
Pennsylvania
$6.45M +$2.56M +169,295 +60%
N
42
Nuveen
North Carolina
$6.17M +$1.44M +95,587 +28%
Morgan Stanley
43
Morgan Stanley
New York
$5.85M +$5.92M +391,677 +2,085%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$5.57M
TCIM
45
TIAA CREF Investment Management
New York
$5.51M +$764K +50,569 +15%
EBIM
46
Eagle Boston Investment Management
Massachusetts
$5.13M +$143K +9,447 +3%
BA
47
Boston Advisors
Massachusetts
$4.97M -$10.7K -710 -0.2%
BIM
48
BlackRock Investment Management
Delaware
$4.97M +$287K +18,995 +6%
KFM
49
KG Funds Management
New York
$4.9M +$5.2M +344,039 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.73M +$530K +35,100 +12%

AEL Hedge Fund Activity: Q2 2016 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2016, worth a combined $1.2B — down 14% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEL and 24 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 83 added.

The largest buyer was Macquarie Group, adding an estimated $57.8M. The largest seller was Goldman Sachs, cutting an estimated $33.9M.

  • 201 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2016, down from 214 in Q1 2016.
  • Funds reported $1.2B of American Equity Investment Life Holding Company stock for Q2 2016, down 14% quarter-over-quarter.
  • 24 funds opened new American Equity Investment Life Holding Company positions in Q2 2016 and 35 closed out, a net change of -11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2016 was Macquarie Group, an estimated $57.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2016 was Goldman Sachs, an estimated $33.9M sold.

Based on aggregated 13F filings for Q2 2016.