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AEL

American Equity Investment Life Holding Company

Delisted

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

246 hedge funds and large institutions have $2.6B invested in American Equity Investment Life Holding Company in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,060% more call options, than puts

Call options by funds: $308K | Put options by funds: $5K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $2.05B → $2.6B (+$553M)

1% more funds holding

Funds holding: 244246 (+2)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
246
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
31
Increased
85
Reduced
93
Closed
22
Calls
$308K
Puts
$5K
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$21.6M +$25.7K +948 +0.1%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$17.9M +$2.71K +100 +0%
SCM
28
Snow Capital Management
Pennsylvania
$17.2M -$23.1M -852,133 -60%
Wells Fargo
29
Wells Fargo
California
$17.1M +$1.14M +42,095 +8%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$14.4M +$10.5M +388,406 +412%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$14.2M +$1.33M +49,040 +11%
WB
32
West Bancorporation
Iowa
$14.2M +$12.8M +473,599 New
Morgan Stanley
33
Morgan Stanley
New York
$13.4M +$1.08M +39,642 +10%
ProShare Advisors
34
ProShare Advisors
Maryland
$13.1M -$2.09M -76,959 -15%
CIP
35
Chartwell Investment Partners
Pennsylvania
$12.7M +$69.2K +2,550 +0.6%
HAM
36
Hillcrest Asset Management
Texas
$11.8M -$394K -14,529 -4%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$11.1M +$674K +24,837 +7%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$10.3M +$2.33M +86,039 +33%
GC
39
Gilbert & Cook
Iowa
$9.85M -$998K -36,807 -10%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.65M +$511K +18,860 +6%
PC
41
PhiloSmith Capital
Connecticut
$9.51M +$190K +7,000 +2%
Man Group
42
Man Group
United Kingdom
$9.19M -$13M -480,614 -61%
Invesco
43
Invesco
Georgia
$8.8M -$327K -12,045 -4%
Legal & General Group
44
Legal & General Group
United Kingdom
$8.79M +$563K +20,776 +8%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$8.3M -$395K -14,560 -5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.19M +$748K +27,589 +11%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$8.11M
MIM
48
Mittleman Investment Management
New York
$7.88M +$79.3K +2,923 +1%
AllianceBernstein
49
AllianceBernstein
Tennessee
$7.85M -$110K -4,050 -2%
MOACM
50
Mutual of America Capital Management
New York
$7.71M +$159K +5,871 +2%

AEL Hedge Fund Activity: Q4 2019 in Review

246 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2019, worth a combined $2.6B — up 27% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $66M. The largest seller was Snow Capital Management, cutting an estimated $23.1M.

  • 246 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2019, up from 244 in Q3 2019.
  • Funds reported $2.6B of American Equity Investment Life Holding Company stock for Q4 2019, up 27% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2019 was Kohlberg Kravis Roberts & Co, an estimated $66M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2019 was Snow Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.