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AEL

American Equity Investment Life Holding Company

Delisted

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

209 hedge funds and large institutions have $1.99B invested in American Equity Investment Life Holding Company in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $940K | Put options by funds: $555K

11% less funds holding

Funds holding: 234209 (-25)

13% less capital invested

Capital invested by funds: $2.29B → $1.99B (-$300M)

39% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 97

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

59% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 39

Holders
209
Holders Change
-25
Holders Change %
-10.68%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
59
Reduced
97
Closed
39
Calls
$940K
Puts
$555K
Net Calls
+$385K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$13.3M -$427K -17,876 -3%
VLKIM
27
Van Lanschot Kempen Investment Management
Netherlands
$12.8M -$749K -31,382 -5%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$11.8M -$327K -13,703 -4%
N
29
Nuveen
North Carolina
$11.7M -$3.9M -163,263 -24%
Morgan Stanley
30
Morgan Stanley
New York
$11.2M +$5.37M +225,027 +79%
SCM
31
Snow Capital Management
Pennsylvania
$10.8M -$414K -17,355 -3%
CIP
32
Chartwell Investment Partners
Pennsylvania
$9.79M -$81.1K -3,395 -0.8%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$9.71M -$28.4K -1,188 -0.3%
HAM
34
Hillcrest Asset Management
Texas
$9.29M -$275K -11,500 -3%
Prudential Financial
35
Prudential Financial
New Jersey
$8.28M -$10.7M -446,495 -54%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$8.12M -$563K -23,573 -6%
Invesco
37
Invesco
Georgia
$8.01M -$268K -11,229 -3%
PC
38
PhiloSmith Capital
Connecticut
$7.97M
Legal & General Group
39
Legal & General Group
United Kingdom
$7.27M +$288K +12,055 +4%
GC
40
Gilbert & Cook
Iowa
$6.85M -$526K -22,016 -7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$6.41M -$555K -23,246 -7%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$6.29M +$296K +12,400 +5%
TRCT
43
Tower Research Capital (TRC)
New York
$6.2M +$4.47M +187,350 +198%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$5.39M -$250K -10,454 -4%
MA
45
Montag & Associates
Georgia
$5.12M +$5.56M +232,875 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$4.8M +$190K +7,972 +4%
WB
47
West Bancorporation
Iowa
$4.67M -$4.19M -175,550 -45%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.56M +$86K +3,600 +2%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$4.54M -$4.88M -204,153 -50%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.48M

AEL Hedge Fund Activity: Q3 2020 in Review

209 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2020, worth a combined $1.99B — down 13% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AEL and 16 opened new positions — a net loss of 23 holders — while 97 trimmed existing stakes and 59 added.

The largest buyer was Citigroup, adding an estimated $34.9M. The largest seller was Pzena Investment Management, cutting an estimated $11M.

  • 209 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2020, down from 234 in Q2 2020.
  • Funds reported $1.99B of American Equity Investment Life Holding Company stock for Q3 2020, down 13% quarter-over-quarter.
  • 16 funds opened new American Equity Investment Life Holding Company positions in Q3 2020 and 39 closed out, a net change of -23 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2020 was Citigroup, an estimated $34.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2020 was Pzena Investment Management, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2020.