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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$7.04M -$875K -27,329 -10%
MOACM
52
Mutual of America Capital Management
New York
$6.87M -$31.8K -993 -0.4%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$6.7M -$16K -500 -0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$6.64M -$2M -62,390 -22%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.6M -$262K -8,184 -4%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$6.5M +$123K +3,833 +2%
Legal & General Group
57
Legal & General Group
United Kingdom
$6.33M -$438K -13,666 -6%
CEP
58
Chicago Equity Partners
Illinois
$6.21M -$307K -9,580 -4%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$6.17M +$326K +10,174 +5%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$6M
Man Group
61
Man Group
United Kingdom
$5.79M +$6.31M +197,100 New
Morgan Stanley
62
Morgan Stanley
New York
$5.67M -$2.58M -80,629 -29%
BCM
63
Bridgeway Capital Management
Texas
$5.41M
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$5.32M +$5.8M +181,027 New
VLKIM
65
Van Lanschot Kempen Investment Management
Netherlands
$5.26M -$21.6K -674 -0.4%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.09M +$1.31M +41,000 +31%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$4.96M -$344K -10,730 -6%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.56M +$1.47M +45,825 +42%
Swiss National Bank
69
Swiss National Bank
Switzerland
$4.32M +$160K +5,000 +4%
PAM
70
Panagora Asset Management
Massachusetts
$4.23M +$2.4M +75,107 +109%
SG Americas Securities
71
SG Americas Securities
New York
$4.19M +$4.26M +133,005 +1,382%
PI
72
PineBridge Investments
New York
$4.18M -$80.8K -2,524 -2%
AQR Capital Management
73
AQR Capital Management
Connecticut
$4.17M -$1.11M -34,702 -20%
ASRS
74
Arizona State Retirement System
Arizona
$4.16M -$256K -8,000 -5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$3.87M -$148K -4,623 -3%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.