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AEL

American Equity Investment Life Holding Company

Delisted

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

246 hedge funds and large institutions have $2.6B invested in American Equity Investment Life Holding Company in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,060% more call options, than puts

Call options by funds: $308K | Put options by funds: $5K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $2.05B → $2.6B (+$553M)

1% more funds holding

Funds holding: 244246 (+2)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
246
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
31
Increased
85
Reduced
93
Closed
22
Calls
$308K
Puts
$5K
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.39M -$1.14M -42,105 -15%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.1M -$732K -27,000 -12%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$5.91M +$129K +4,762 +2%
Allianz Asset Management
54
Allianz Asset Management
Germany
$5.69M +$435K +16,043 +9%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$5.3M +$1.73M +63,740 +56%
Federated Hermes
56
Federated Hermes
Pennsylvania
$5.22M +$1.49M +54,969 +46%
SEI Investments
57
SEI Investments
Pennsylvania
$5.22M +$398K +14,682 +9%
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.21M +$94.9K +3,500 +2%
UBS Group
59
UBS Group
Switzerland
$5.19M -$1.36M -49,982 -22%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$5.11M -$3.83M -141,167 -45%
PAM
61
Panagora Asset Management
Massachusetts
$4.21M -$450K -16,588 -11%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.12M -$75.4K -2,782 -2%
Barclays
63
Barclays
United Kingdom
$4.11M +$922K +34,006 +33%
Citadel Advisors
64
Citadel Advisors
Florida
$4.09M -$972K -35,849 -21%
CCMG
65
Clark Capital Management Group
Pennsylvania
$3.99M -$424K -15,650 -11%
QI
66
QS Investors
New York
$3.76M -$61.5K -2,266 -2%
Massachusetts Financial Services
67
Massachusetts Financial Services
Massachusetts
$3.74M -$366K -13,507 -10%
VCM
68
Voleon Capital Management
California
$3.68M +$3.34M +123,000 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$3.49M +$2.1M +77,291 +197%
CEP
70
Chicago Equity Partners
Illinois
$3.47M -$1.15M -42,430 -27%
Renaissance Technologies
71
Renaissance Technologies
New York
$3.39M -$7.3M -269,100 -70%
Canada Life
72
Canada Life
Manitoba, Canada
$3.3M +$3.01M +111,040 New
Citigroup
73
Citigroup
New York
$3.24M +$1.1M +40,500 +60%
UBS AM
74
UBS AM
Illinois
$3.15M +$64.8K +2,390 +2%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$3.08M -$1.86M -68,722 -40%

AEL Hedge Fund Activity: Q4 2019 in Review

246 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2019, worth a combined $2.6B — up 27% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $66M. The largest seller was Snow Capital Management, cutting an estimated $23.1M.

  • 246 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2019, up from 244 in Q3 2019.
  • Funds reported $2.6B of American Equity Investment Life Holding Company stock for Q4 2019, up 27% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2019 was Kohlberg Kravis Roberts & Co, an estimated $66M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2019 was Snow Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.