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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$21.7M -$3.46M -108,000 -13%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$21.6M +$514K +16,063 +2%
ACB
28
Aristotle Capital Boston
Massachusetts
$20M +$8.33M +260,317 +62%
N
29
Nuveen
North Carolina
$19.5M +$3.34M +104,478 +19%
Wells Fargo
30
Wells Fargo
California
$19.3M -$6.24M -194,809 -23%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$18.4M -$29.5K -922 -0.1%
CIP
32
Chartwell Investment Partners
Pennsylvania
$17.9M +$2.28M +71,088 +13%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$17.8M +$2.72M +84,982 +16%
SCM
34
Schneider Capital Management
Pennsylvania
$17.8M -$433K -13,520 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$17.1M -$2.19M -68,471 -11%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$16.2M -$3.6M -112,582 -17%
Allianz Asset Management
37
Allianz Asset Management
Germany
$13.9M -$700K -21,851 -4%
TCIM
38
TIAA CREF Investment Management
New York
$12.9M -$151K -4,707 -1%
KCM
39
Kennedy Capital Management
Missouri
$12.7M -$2.08M -65,056 -13%
AL
40
AJO LP
Pennsylvania
$12.3M +$935K +29,216 +7%
NAP
41
New Amsterdam Partners
New York
$12M -$34.8K -1,088 -0.3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$10.6M +$6.47M +202,119 +128%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$10.5M +$758K +23,672 +7%
Millennium Management
44
Millennium Management
New York
$9.79M -$8.7M -271,885 -45%
HAM
45
Hillcrest Asset Management
Texas
$9.32M -$342K -10,675 -3%
EBIM
46
Eagle Boston Investment Management
Massachusetts
$9.3M +$474K +14,805 +5%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$8.35M +$133K +4,149 +1%
PC
48
PhiloSmith Capital
Connecticut
$7.5M
CAM
49
ClariVest Asset Management
California
$7.39M -$112K -3,500 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$7.32M +$1.78M +55,600 +29%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.