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AEL

American Equity Investment Life Holding Company

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 230265 (+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: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$22.8M +$1.67M +55,146 +8%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$22.1M +$130K +4,293 +0.6%
LSV Asset Management
28
LSV Asset Management
Illinois
$20.8M +$9.83M +324,300 +92%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$20.5M -$1.05M -34,629 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$20M +$6.14M +202,630 +45%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$19.3M -$1.57M -51,804 -8%
SCM
32
Schneider Capital Management
Pennsylvania
$19.1M -$6.14M -202,551 -25%
Millennium Management
33
Millennium Management
New York
$18.6M +$12.7M +419,164 +225%
N
34
Nuveen
North Carolina
$17.2M +$1.47M +48,619 +10%
CIP
35
Chartwell Investment Partners
Pennsylvania
$16.5M -$453K -14,930 -3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$16.3M -$129K -4,262 -0.8%
KCM
37
Kennedy Capital Management
Missouri
$15.3M -$3.03M -99,867 -17%
Allianz Asset Management
38
Allianz Asset Management
Germany
$15.2M +$7.06M +232,751 +89%
TCIM
39
TIAA CREF Investment Management
New York
$13.7M +$5.6M +184,703 +71%
ACB
40
Aristotle Capital Boston
Massachusetts
$13M +$2.88M +95,113 +29%
NAP
41
New Amsterdam Partners
New York
$12.6M +$48.5K +1,598 +0.4%
AL
42
AJO LP
Pennsylvania
$12M +$1.34M +44,059 +13%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$11.3M +$8.42M +277,811 +312%
WRF
44
Waddell & Reed Financial
Kansas
$10.9M -$3.51M -115,700 -25%
HAM
45
Hillcrest Asset Management
Texas
$10.4M +$607 +20 +0%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$10.2M +$575K +18,964 +6%
Citadel Advisors
47
Citadel Advisors
Florida
$9.54M +$9.09M +299,590 +2,736%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$9.51M +$4.56M +150,226 +94%
EBIM
49
Eagle Boston Investment Management
Massachusetts
$9.28M +$564K +18,586 +7%
NI
50
Numeric Investors
Massachusetts
$9.26M -$4.05M -133,400 -31%

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.