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AEL

American Equity Investment Life Holding Company

Delisted

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

199 hedge funds and large institutions have $1.4B invested in American Equity Investment Life Holding Company in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

17% more capital invested

Capital invested by funds: $1.2B → $1.4B (+$202M)

1% less funds holding

Funds holding: 201199 (-2)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.43M

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
82
Reduced
63
Closed
26
Calls
$122K
Puts
$1.43M
Net Calls
-$1.31M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$14.5M -$1.06M -64,474 -7%
PPA
27
Parametric Portfolio Associates
Washington
$13.8M +$2.68M +162,113 +26%
CIP
28
Chartwell Investment Partners
Pennsylvania
$12.3M -$838K -50,720 -7%
Bank of America
29
Bank of America
North Carolina
$12.2M +$222K +13,438 +2%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.6M +$944K +57,188 +10%
Charles Schwab
31
Charles Schwab
California
$10.7M +$404K +24,485 +4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.6M +$942K +57,038 +11%
EA
33
Emerald Acquisition
Washington
$10.5M -$2.31M -139,874 -19%
PFMOSF
34
Philadelphia Financial Management of San Francisco
California
$10.4M -$6.52M -394,822 -40%
Diamond Hill Capital Management
35
Diamond Hill Capital Management
Ohio
$8.9M -$6.51K -394 -0.1%
N
36
Nuveen
North Carolina
$8.74M +$997K +60,389 +14%
Wells Fargo
37
Wells Fargo
California
$8.3M -$7.25M -438,785 -48%
SCM
38
Snow Capital Management
Pennsylvania
$7.45M -$542K -32,840 -7%
PCM
39
Peregrine Capital Management
Minnesota
$7.38M +$6.88M +416,409 New
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$6.93M
BIM
41
BlackRock Investment Management
Delaware
$6.82M +$597K +36,124 +10%
Morgan Stanley
42
Morgan Stanley
New York
$6.72M -$522K -31,621 -8%
SCM
43
Schneider Capital Management
Pennsylvania
$6.58M +$6.13M +371,220 New
EBIM
44
Eagle Boston Investment Management
Massachusetts
$6.44M +$47.4K +2,871 +0.8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$6.4M +$479K +29,000 +9%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$6.31M +$877K +53,130 +18%
BA
47
BlackRock Advisors
Delaware
$5.49M +$2.32M +140,748 +83%
HAM
48
Hillcrest Asset Management
Texas
$5.41M +$70.2K +4,250 +1%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$4.94M -$3.31M -200,210 -42%
ACB
50
Aristotle Capital Boston
Massachusetts
$4.88M +$206K +12,453 +5%

AEL Hedge Fund Activity: Q3 2016 in Review

199 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2016, worth a combined $1.4B — up 17% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AEL and 25 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 82 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $15.6M. The largest seller was Macquarie Group, cutting an estimated $54.4M.

  • 199 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2016, down from 201 in Q2 2016.
  • Funds reported $1.4B of American Equity Investment Life Holding Company stock for Q3 2016, up 17% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q3 2016 and 26 closed out, a net change of -1 holder.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $15.6M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2016 was Macquarie Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2016.