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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 $2.39B invested in American Equity Investment Life Holding Company in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.73M

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

3% more funds holding

Funds holding: 266273 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $3.02B → $2.39B (-$630M)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
97
Reduced
87
Closed
38
Calls
$10.1M
Puts
$2.73M
Net Calls
+$7.33M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$18.4M +$865K +26,939 +4%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$17.2M -$293K -9,128 -1%
CIP
28
Chartwell Investment Partners
Pennsylvania
$16.8M -$374K -11,637 -2%
Morgan Stanley
29
Morgan Stanley
New York
$15.2M +$4.54M +141,383 +35%
Wells Fargo
30
Wells Fargo
California
$14.3M -$359K -11,162 -2%
PAM
31
Panagora Asset Management
Massachusetts
$11.9M +$278K +8,660 +2%
TCIM
32
TIAA CREF Investment Management
New York
$11M +$4.27M +132,880 +51%
Deutsche Bank
33
Deutsche Bank
Germany
$10.5M -$27.2M -847,703 -69%
ACB
34
Aristotle Capital Boston
Massachusetts
$10.5M +$1.75M +54,422 +17%
KCM
35
Kennedy Capital Management
Missouri
$9.55M -$163K -5,073 -1%
GC
36
Gilbert & Cook
Iowa
$9.19M +$257 +8 +0%
Man Group
37
Man Group
United Kingdom
$8.96M +$4.11M +127,914 +66%
NAP
38
New Amsterdam Partners
New York
$8.79M -$328K -10,195 -3%
Allianz Asset Management
39
Allianz Asset Management
Germany
$8.76M -$1.77M -55,176 -15%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$8.73M +$257K +7,987 +3%
UBS Group
41
UBS Group
Switzerland
$8.6M +$7.47M +232,519 +310%
HAM
42
Hillcrest Asset Management
Texas
$8.59M +$6.75K +210 +0.1%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$8.47M +$296K +9,200 +3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$7.67M +$1.5M +46,787 +21%
ProShare Advisors
45
ProShare Advisors
Maryland
$7.45M +$1.63M +50,823 +24%
PC
46
PhiloSmith Capital
Connecticut
$7.14M
AllianceBernstein
47
AllianceBernstein
Tennessee
$6.99M -$30.5K -948 -0.4%
Legal & General Group
48
Legal & General Group
United Kingdom
$6.8M +$75.5K +2,351 +1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$6.78M -$7.73M -240,583 -50%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$6.75M -$43.3K -1,349 -0.6%

AEL Hedge Fund Activity: Q4 2018 in Review

273 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2018, worth a combined $2.39B — down 21% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 38 closed out — a net gain of 9 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.7M. The largest seller was Deutsche Bank, cutting an estimated $27.2M.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $2.39B of American Equity Investment Life Holding Company stock for Q4 2018, down 21% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q4 2018 and 38 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2018 was Vanguard Group, an estimated $15.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2018 was Deutsche Bank, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2018.