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AEL

American Equity Investment Life Holding Company

Delisted

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

275 hedge funds and large institutions have $3.43B invested in American Equity Investment Life Holding Company in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

11% more capital invested

Capital invested by funds: $3.1B → $3.43B (+$326M)

8% more funds holding

Funds holding: 254275 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

26% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 103

78% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $12.7M

Holders
275
Holders Change
+21
Holders Change %
+8.27%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
76
Reduced
103
Closed
30
Calls
$2.81M
Puts
$12.7M
Net Calls
-$9.85M
Net Calls Change
-$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$18.6M -$1.49M -37,077 -8%
LSV Asset Management
27
LSV Asset Management
Illinois
$18M +$644K +15,982 +4%
WB
28
West Bancorporation
Iowa
$17.3M -$966K -24,000 -6%
SCM
29
Segantii Capital Management
Hong Kong
$15.6M +$13.7M +340,916 New
EIP
30
Easterly Investment Partners
Massachusetts
$14.8M -$685K -17,009 -5%
CIP
31
Chartwell Investment Partners
Pennsylvania
$13M -$163K -4,042 -1%
RJA
32
Raymond James & Associates
Florida
$11.4M -$3.18M -78,898 -24%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$11.2M -$56.8K -1,410 -0.6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$10.6M -$314K -7,803 -3%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$10.2M -$1.36M -33,654 -13%
Legal & General Group
36
Legal & General Group
United Kingdom
$9.6M +$36.3K +902 +0.4%
TSW
37
Thompson Siegel & Walmsley
Virginia
$9.37M -$1.56M -38,709 -16%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$8.72M -$223K -5,541 -3%
First Trust Advisors
39
First Trust Advisors
Illinois
$8.61M +$2.93M +72,877 +63%
Swiss National Bank
40
Swiss National Bank
Switzerland
$8.21M -$310K -7,700 -4%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$7.98M +$2.71M +67,368 +63%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$7.89M -$1.08M -26,923 -13%
GC
43
Gilbert & Cook
Iowa
$7.2M -$809K -20,100 -11%
Prudential Financial
44
Prudential Financial
New Jersey
$6.39M -$415K -10,300 -7%
IA
45
Icon Advisers
Colorado
$6.33M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.13M +$2.06M +51,240 +62%
Millennium Management
47
Millennium Management
New York
$6.08M -$5.24M -130,141 -49%
Federated Hermes
48
Federated Hermes
Pennsylvania
$5.8M +$2.23M +55,329 +77%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.76M -$154K -3,828 -3%
MOACM
50
Mutual of America Capital Management
New York
$5.48M -$1.69M -41,849 -26%

AEL Hedge Fund Activity: Q4 2022 in Review

275 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2022, worth a combined $3.43B — up 11% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AEL positions and 30 closed out — a net gain of 22 holders — while 76 added to existing stakes and 103 trimmed.

The largest buyer was Barclays, adding an estimated $71M. The largest seller was Macquarie Group, cutting an estimated $75.6M.

  • 275 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2022, up from 254 in Q3 2022.
  • Funds reported $3.43B of American Equity Investment Life Holding Company stock for Q4 2022, up 11% quarter-over-quarter.
  • 52 funds opened new American Equity Investment Life Holding Company positions in Q4 2022 and 30 closed out, a net change of +22 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2022 was Barclays, an estimated $71M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2022 was Macquarie Group, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2022.