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AEL

American Equity Investment Life Holding Company

Delisted

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

212 hedge funds and large institutions have $2.83B invested in American Equity Investment Life Holding Company in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.08M

1% less capital invested

Capital invested by funds: $2.84B → $2.83B (-$17.7M)

8% less funds holding

Funds holding: 230212 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
212
Holders Change
-18
Holders Change %
-7.83%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
60
Reduced
90
Closed
37
Calls
$1.47M
Puts
$1.08M
Net Calls
+$390K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$19.6M +$561K +17,782 +3%
Principal Financial Group
27
Principal Financial Group
Iowa
$19.5M +$146K +4,629 +0.8%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$17.1M +$5.79M +183,500 +53%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$15.7M +$546K +17,300 +4%
Two Sigma Investments
30
Two Sigma Investments
New York
$15.4M -$431K -13,656 -3%
CIP
31
Chartwell Investment Partners
Pennsylvania
$14.2M -$129K -4,086 -0.9%
Morgan Stanley
32
Morgan Stanley
New York
$12.8M +$2.04M +64,764 +20%
Wells Fargo
33
Wells Fargo
California
$11.4M -$1.29M -40,796 -10%
Citadel Advisors
34
Citadel Advisors
Florida
$11.3M -$10.7M -339,194 -49%
TSW
35
Thompson Siegel & Walmsley
Virginia
$10.2M +$10M +316,992 New
RJA
36
Raymond James & Associates
Florida
$10.1M -$55.2K -1,749 -0.6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$9.38M -$551K -17,455 -6%
GC
38
Gilbert & Cook
Iowa
$8.88M -$773K -24,500 -8%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$8.58M -$1.86M -59,048 -18%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$8.51M +$6.65M +210,693 +400%
Legal & General Group
41
Legal & General Group
United Kingdom
$8.31M -$1.83M -58,044 -18%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$8.04M -$2.74M -86,946 -26%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$7.79M
SCM
44
Snow Capital Management
Pennsylvania
$7.6M -$102K -3,237 -1%
MA
45
Montag & Associates
Georgia
$7.53M
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$7.37M +$612K +19,400 +9%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$7.34M -$4.25M -134,588 -37%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$7.26M -$261K -8,282 -4%
American Century Companies
49
American Century Companies
Missouri
$6.52M +$1.49M +47,260 +31%
Deutsche Bank
50
Deutsche Bank
Germany
$6.47M -$254K -8,043 -4%

AEL Hedge Fund Activity: Q2 2021 in Review

212 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2021, worth a combined $2.83B — down 0.62% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 21 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Invesco, adding an estimated $32.4M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $31.5M sold.

  • 212 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2021, down from 230 in Q1 2021.
  • Funds reported $2.83B of American Equity Investment Life Holding Company stock for Q2 2021, down 0.62% quarter-over-quarter.
  • 21 funds opened new American Equity Investment Life Holding Company positions in Q2 2021 and 37 closed out, a net change of -16 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2021 was Invesco, an estimated $32.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2021 was Rubric Capital Management (New York), an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2021.