We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$27.8M -$18M -497,382 -39%
TA
27
Teachers Advisors
New York
$22.4M -$11M -305,507 -33%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$22.1M -$225K -6,232 -1%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$22M -$7.17M -198,594 -24%
CIP
30
Chartwell Investment Partners
Pennsylvania
$21.7M +$282K +7,814 +1%
Wells Fargo
31
Wells Fargo
California
$18.5M -$1.64M -45,363 -8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$17.1M -$3.7M -102,327 -17%
N
33
Nuveen
North Carolina
$15.7M -$7.96M -220,343 -33%
PAM
34
Panagora Asset Management
Massachusetts
$14.7M +$2.66M +73,657 +22%
Morgan Stanley
35
Morgan Stanley
New York
$14.3M +$7.09M +196,299 +94%
Allianz Asset Management
36
Allianz Asset Management
Germany
$13M -$2.23M -61,839 -14%
KCM
37
Kennedy Capital Management
Missouri
$12.3M -$4.77M -132,058 -28%
GC
38
Gilbert & Cook
Iowa
$11.6M +$7.76M +214,905 +189%
NAP
39
New Amsterdam Partners
New York
$11.5M -$1.4M -38,685 -11%
ACB
40
Aristotle Capital Boston
Massachusetts
$11.3M -$2.47M -68,426 -18%
HAM
41
Hillcrest Asset Management
Texas
$10.9M -$268K -7,420 -2%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$10.8M -$1.25M -34,688 -10%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$10.4M +$1.15M +31,900 +12%
TCIM
44
TIAA CREF Investment Management
New York
$9.26M -$5.91M -163,639 -38%
PC
45
PhiloSmith Capital
Connecticut
$9.04M
EBIM
46
Eagle Boston Investment Management
Massachusetts
$8.95M -$2.8M -77,643 -23%
AllianceBernstein
47
AllianceBernstein
Tennessee
$8.88M +$34.2K +948 +0.4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8.59M +$1.14M +31,615 +15%
Legal & General Group
49
Legal & General Group
United Kingdom
$8.55M +$572K +15,837 +7%
CEP
50
Chicago Equity Partners
Illinois
$8.37M +$229K +6,335 +3%

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.