We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

234 hedge funds and large institutions have $2.29B invested in American Equity Investment Life Holding Company in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

36% more capital invested

Capital invested by funds: $1.68B → $2.29B (+$607M)

4% more funds holding

Funds holding: 224234 (+10)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

45% less call options, than puts

Call options by funds: $781K | Put options by funds: $1.41M

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
32
Increased
83
Reduced
87
Closed
20
Calls
$781K
Puts
$1.41M
Net Calls
-$632K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$17.2M -$151K -7,218 -1%
N
27
Nuveen
North Carolina
$17.1M +$1.36M +65,188 +10%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$15.4M +$24.8K +1,191 +0.2%
VLKIM
29
Van Lanschot Kempen Investment Management
Netherlands
$15.2M -$938K -45,000 -7%
SCM
30
Snow Capital Management
Pennsylvania
$12.6M -$370K -17,749 -3%
CIP
31
Chartwell Investment Partners
Pennsylvania
$11.1M +$351K +16,813 +4%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$10.9M +$3.19M +152,780 +53%
HAM
33
Hillcrest Asset Management
Texas
$10.7M +$807K +38,700 +10%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$9.9M +$4.29M +205,827 +100%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$9.71M +$7.09M +340,072 +644%
WB
36
West Bancorporation
Iowa
$9.58M -$1.15K -55 -0%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$9.51M -$783K -37,529 -9%
Invesco
38
Invesco
Georgia
$9.28M +$1.35M +64,748 +21%
PC
39
PhiloSmith Capital
Connecticut
$8.96M +$313K +15,000 +4%
GC
40
Gilbert & Cook
Iowa
$8.24M +$527K +25,295 +8%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$8.23M +$991K +47,523 +15%
Legal & General Group
42
Legal & General Group
United Kingdom
$7.87M +$458K +21,952 +7%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.78M -$562K -26,942 -8%
Morgan Stanley
44
Morgan Stanley
New York
$7.01M -$9.97M -477,942 -63%
AllianceBernstein
45
AllianceBernstein
Tennessee
$6.9M +$292K +13,992 +5%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.77M +$60.5K +2,900 +1%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$6.31M -$73.3K -3,515 -1%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$6M +$5.06M +242,672 New
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$5.55M -$281K -13,460 -6%
MOACM
50
Mutual of America Capital Management
New York
$5.4M -$830K -39,826 -15%

AEL Hedge Fund Activity: Q2 2020 in Review

234 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2020, worth a combined $2.29B — up 36% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 20 closed out — a net gain of 12 holders — while 83 added to existing stakes and 87 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Victory Capital Management, cutting an estimated $20M.

  • 234 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2020, up from 224 in Q1 2020.
  • Funds reported $2.29B of American Equity Investment Life Holding Company stock for Q2 2020, up 36% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q2 2020 and 20 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2020 was Citigroup, an estimated $119M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2020 was Victory Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2020.