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AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$8.05M -$34.4K -951 -0.4%
MOACM
52
Mutual of America Capital Management
New York
$8.02M +$286K +7,914 +4%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.8M
ProShare Advisors
54
ProShare Advisors
Maryland
$7.64M +$908K +25,143 +13%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$7.23M
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$7.06M -$4.65M -128,785 -39%
USAA
57
United Services Automobile Association
Texas
$6.87M +$886K +24,515 +14%
Millennium Management
58
Millennium Management
New York
$6.83M +$2.25M +62,334 +48%
Man Group
59
Man Group
United Kingdom
$6.82M +$6.48M +179,373 +1,335%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$6.79M -$480K -13,300 -6%
SEI Investments
61
SEI Investments
Pennsylvania
$6.51M +$175K +4,847 +3%
CAM
62
ClariVest Asset Management
California
$6.31M -$2.54M -70,200 -28%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$6.3M +$782K +21,640 +14%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.23M +$999K +27,655 +19%
WI
65
WBI Investments
New Jersey
$6.08M +$6.22M +172,075 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$5.97M -$501K -13,865 -8%
BCM
67
Bridgeway Capital Management
Texas
$5.63M -$903K -25,000 -14%
Swiss National Bank
68
Swiss National Bank
Switzerland
$5.3M
VLKIM
69
Van Lanschot Kempen Investment Management
Netherlands
$5.18M -$297K -8,221 -5%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$4.85M -$1.77K -49 -0%
QI
71
QS Investors
New York
$4.63M
ASRS
72
Arizona State Retirement System
Arizona
$4.63M -$6.65K -184 -0.1%
KBC Group
73
KBC Group
Belgium
$4.45M +$1.42M +39,270 +45%
JIR
74
James Investment Research
Ohio
$4.33M -$267K -7,382 -6%
Barclays
75
Barclays
United Kingdom
$4.17M +$2.99M +82,773 +236%

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.