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AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$23.6M +$23.5M +439,206 New
Millennium Management
27
Millennium Management
New York
$22.8M +$3.26M +60,990 +17%
WP
28
Woodline Partners
California
$21.2M +$21.2M +395,545 New
RRAM
29
River Road Asset Management
Kentucky
$20.4M -$58.3M -1,088,847 -74%
Invesco
30
Invesco
Georgia
$20.2M -$632K -11,817 -3%
Principal Financial Group
31
Principal Financial Group
Iowa
$19.9M -$640K -11,954 -3%
LSV Asset Management
32
LSV Asset Management
Illinois
$19.7M -$455K -8,500 -2%
WB
33
West Bancorporation
Iowa
$19.6M -$535K -10,000 -3%
KLCMU
34
Kite Lake Capital Management (UK)
United Kingdom
$18.8M +$18.7M +350,000 New
N
35
Nuveen
North Carolina
$18.5M +$40.5K +756 +0.2%
Bank of America
36
Bank of America
North Carolina
$18M +$4.67M +87,294 +35%
KCM
37
Kennedy Capital Management
Missouri
$17.5M -$1.95M -36,432 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M +$17.2M +320,740 New
MF
39
Magnetar Financial
Illinois
$17.1M +$17.1M +319,105 New
WIC
40
Water Island Capital
New York
$15.4M +$15.3M +286,671 New
AA
41
AQR Arbitrage
Connecticut
$14.3M +$14.3M +266,664 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$13M +$242K +4,530 +2%
UBS Group
43
UBS Group
Switzerland
$11.5M +$10.9M +203,569 +1,891%
Ameriprise
44
Ameriprise
Minnesota
$11.4M -$14.6M -273,719 -56%
Renaissance Technologies
45
Renaissance Technologies
New York
$11.3M +$9.15M +171,000 +441%
Legal & General Group
46
Legal & General Group
United Kingdom
$9.62M -$441K -8,247 -4%
EIP
47
Easterly Investment Partners
Massachusetts
$9.46M -$7.13M -133,319 -43%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$9.33M +$9.31M +174,019 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M +$8.24M +154,000 New
GC
50
Gilbert & Cook
Iowa
$8.16M

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.