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AEL

American Equity Investment Life Holding Company

Delisted

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

265 hedge funds and large institutions have $2.59B invested in American Equity Investment Life Holding Company in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

15% more funds holding

Funds holding: 230265 (+35)

5% more capital invested

Capital invested by funds: $2.47B → $2.59B (+$114M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$8.95M +$8.83M +291,093 New
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$8.87M +$194K +6,384 +2%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$8.62M +$1.12M +37,032 +15%
Morgan Stanley
54
Morgan Stanley
New York
$8.41M +$4.3M +141,724 +107%
ProShare Advisors
55
ProShare Advisors
Maryland
$8.21M +$15.6K +516 +0.2%
Renaissance Technologies
56
Renaissance Technologies
New York
$8.12M +$7.04M +232,100 +721%
PC
57
PhiloSmith Capital
Connecticut
$7.85M -$728K -24,000 -9%
CAM
58
ClariVest Asset Management
California
$7.84M +$525K +17,296 +7%
MOACM
59
Mutual of America Capital Management
New York
$7.22M +$367K +12,109 +5%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$7.16M -$73.5K -2,423 -1%
Legal & General Group
61
Legal & General Group
United Kingdom
$7.04M -$6.25K -206 -0.1%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$7.03M
CEP
63
Chicago Equity Partners
Illinois
$6.79M -$645K -21,285 -9%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$6.69M +$914K +30,137 +16%
MFIMFI
65
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.68M -$16.2M -534,690 -71%
GC
66
Gilbert & Cook
Iowa
$6.48M -$248K -8,168 -4%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$6.28M
Wellington Management Group
68
Wellington Management Group
Massachusetts
$6.15M +$1.98M +65,424 +49%
AllianceBernstein
69
AllianceBernstein
Tennessee
$5.95M +$1.11M +36,470 +23%
BCM
70
Bridgeway Capital Management
Texas
$5.66M
VLKIM
71
Van Lanschot Kempen Investment Management
Netherlands
$5.53M +$392K +12,930 +8%
UBS Group
72
UBS Group
Switzerland
$5.53M +$5.41M +178,267 +10,293%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$5.53M +$1.42M +46,800 +35%
AQR Capital Management
74
AQR Capital Management
Connecticut
$5.43M +$2.58K +85 +0%
Federated Hermes
75
Federated Hermes
Pennsylvania
$4.86M +$4.66M +153,665 +3,533%

AEL Hedge Fund Activity: Q4 2017 in Review

265 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2017, worth a combined $2.59B — up 4.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEL positions and 16 closed out — a net gain of 38 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $32.3M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $95M sold.

  • 265 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2017, up from 230 in Q3 2017.
  • Funds reported $2.59B of American Equity Investment Life Holding Company stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 54 funds opened new American Equity Investment Life Holding Company positions in Q4 2017 and 16 closed out, a net change of +38 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $32.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2017 was Apollo Management Holdings, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2017.