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AEL

American Equity Investment Life Holding Company

Delisted

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

267 hedge funds and large institutions have $2.31B invested in American Equity Investment Life Holding Company in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32,825% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $8K

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

3% less capital invested

Capital invested by funds: $2.39B → $2.31B (-$82.8M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 273267 (-6)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
32
Increased
98
Reduced
89
Closed
35
Calls
$2.63M
Puts
$8K
Net Calls
+$2.63M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$6.79M -$8.93M -294,625 -54%
AllianceBernstein
52
AllianceBernstein
Tennessee
$6.76M
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$6.47M +$1.85M +61,170 +34%
Federated Hermes
54
Federated Hermes
Pennsylvania
$6.15M +$1.35M +44,575 +24%
MOACM
55
Mutual of America Capital Management
New York
$5.97M -$51K -1,684 -0.8%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.96M
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$5.84M +$2.51M +82,742 +62%
CEP
58
Chicago Equity Partners
Illinois
$5.83M -$531K -17,515 -8%
USAA
59
United Services Automobile Association
Texas
$5.76M +$197K +6,499 +3%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$5.16M -$661K -21,812 -10%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.11M -$464K -15,325 -7%
SEI Investments
62
SEI Investments
Pennsylvania
$5.04M +$310K +10,214 +6%
CAM
63
ClariVest Asset Management
California
$5.03M +$179K +5,900 +3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.91M -$1.81M -59,889 -25%
PI
65
Putnam Investments
Massachusetts
$4.84M
Alyeska Investment Group
66
Alyeska Investment Group
Illinois
$4.73M +$5.31M +175,216 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$4.23M +$142K +4,700 +3%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$4.07M -$249K -8,203 -5%
ASRS
69
Arizona State Retirement System
Arizona
$3.77M +$14.7K +485 +0.3%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.71M -$95.4K -3,148 -2%
CRM
71
Capital Returns Management
New York
$3.62M +$4.06M +134,019 New
Renaissance Technologies
72
Renaissance Technologies
New York
$3.54M -$1.15M -37,900 -22%
QI
73
QS Investors
New York
$3.52M -$28.1K -926 -0.7%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$3.33M +$3.5M +115,609 +1,486%
AQR Capital Management
75
AQR Capital Management
Connecticut
$3.33M +$906K +29,911 +32%

AEL Hedge Fund Activity: Q1 2019 in Review

267 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2019, worth a combined $2.31B — down 3.5% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEL and 32 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 98 added.

The largest buyer was Acadian Asset Management, adding an estimated $11M. The largest seller was Citadel Advisors, cutting an estimated $31.7M.

  • 267 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $2.31B of American Equity Investment Life Holding Company stock for Q1 2019, down 3.5% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q1 2019 and 35 closed out, a net change of -3 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2019 was Acadian Asset Management, an estimated $11M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2019 was Citadel Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2019.