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AEL

American Equity Investment Life Holding Company

Delisted

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

213 hedge funds and large institutions have $2.58B invested in American Equity Investment Life Holding Company in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

0% more funds holding

Funds holding: 212213 (+1)

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$241M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.54M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
66
Reduced
86
Closed
16
Calls
$830K
Puts
$1.54M
Net Calls
-$713K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$16.8M -$1.11M -35,477 -6%
TSW
27
Thompson Siegel & Walmsley
Virginia
$15.4M +$6.33M +202,982 +64%
JP Morgan Chase
28
JP Morgan Chase
New York
$14.9M -$3.43M -109,823 -18%
Morgan Stanley
29
Morgan Stanley
New York
$14.2M +$2.65M +85,064 +22%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$13.5M -$899K -28,800 -6%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$11.5M -$9.39M -300,928 -44%
CIP
32
Chartwell Investment Partners
Pennsylvania
$11.4M -$1.64M -52,415 -12%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$10.4M -$5.48M -175,600 -33%
Wells Fargo
34
Wells Fargo
California
$9.89M -$619K -19,828 -6%
Citadel Advisors
35
Citadel Advisors
Florida
$8.99M -$1.39M -44,695 -13%
Millennium Management
36
Millennium Management
New York
$8.85M +$3.6M +115,305 +63%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$8.78M +$1.05M +33,611 +13%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$8.78M +$2.15M +68,920 +30%
GC
39
Gilbert & Cook
Iowa
$8.08M -$47.1K -1,509 -0.5%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$8.08M +$245K +7,842 +3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$7.63M +$7.09M +227,213 +760%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$7.36M -$1.29M -41,415 -14%
Two Sigma Investments
43
Two Sigma Investments
New York
$7.04M -$7.48M -239,890 -50%
Legal & General Group
44
Legal & General Group
United Kingdom
$6.95M -$691K -22,162 -9%
EIP
45
Easterly Investment Partners
Massachusetts
$6.86M +$7.24M +232,046 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$6.7M -$691K -22,145 -9%
American Century Companies
47
American Century Companies
Missouri
$6.65M +$724K +23,196 +12%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$6.13M -$545K -17,466 -8%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$6.04M -$1.14M -36,500 -15%
Deutsche Bank
50
Deutsche Bank
Germany
$5.83M -$96.6K -3,097 -2%

AEL Hedge Fund Activity: Q3 2021 in Review

213 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2021, worth a combined $2.58B — down 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AEL positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $20.9M.

  • 213 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.58B of American Equity Investment Life Holding Company stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 20 funds opened new American Equity Investment Life Holding Company positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2021 was River Road Asset Management, an estimated $50.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2021 was BlackRock, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.