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AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $1.68B invested in American Equity Investment Life Holding Company in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

9% less funds holding

Funds holding: 246224 (-22)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less capital invested

Capital invested by funds: $2.6B → $1.68B (-$919M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

61% less call options, than puts

Call options by funds: $260K | Put options by funds: $672K

Holders
224
Holders Change
-22
Holders Change %
-8.94%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
85
Reduced
77
Closed
45
Calls
$260K
Puts
$672K
Net Calls
-$412K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$3.92M -$1.67M -65,366 -24%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.83M
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$3.6M +$529K +20,715 +12%
SEI Investments
54
SEI Investments
Pennsylvania
$3.58M +$451K +17,679 +10%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M -$1.54M -60,500 -24%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.32M +$61.2K +2,400 +1%
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$2.79M +$600K +23,503 +19%
PAM
58
Panagora Asset Management
Massachusetts
$2.68M +$55.8K +2,186 +2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.58M -$17.3K -679 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.37M +$3.22M +126,300 New
QI
61
QS Investors
New York
$2.37M +$10.2K +400 +0.3%
BFA
62
Bragg Financial Advisors
North Carolina
$2.28M +$1.86M +73,038 +152%
Canada Life
63
Canada Life
Manitoba, Canada
$2.26M +$242K +9,475 +9%
WG
64
Winton Group
United Kingdom
$2.14M +$277K +10,848 +11%
Deutsche Bank
65
Deutsche Bank
Germany
$2.05M +$1.23M +48,291 +79%
Man Group
66
Man Group
United Kingdom
$2.05M -$5.05M -198,058 -64%
UBS Group
67
UBS Group
Switzerland
$1.95M -$1.77M -69,350 -40%
UBS AM
68
UBS AM
Illinois
$1.95M -$45.8K -1,796 -2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$1.88M +$703K +27,549 +38%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$1.79M -$5.1K -200 -0.2%
Citadel Advisors
71
Citadel Advisors
Florida
$1.75M -$1.11M -43,507 -32%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.75M +$186K +7,302 +9%
CCMG
73
Clark Capital Management Group
Pennsylvania
$1.73M -$1.06M -41,492 -31%
Allianz Asset Management
74
Allianz Asset Management
Germany
$1.7M -$2.54M -99,626 -52%
AL
75
AJO LP
Pennsylvania
$1.69M +$2.3M +90,056 New

AEL Hedge Fund Activity: Q1 2020 in Review

224 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2020, worth a combined $1.68B — down 35% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of AEL and 25 opened new positions — a net loss of 20 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $51.9M. The largest seller was Goldman Sachs, cutting an estimated $19.4M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2020, down from 246 in Q4 2019.
  • Funds reported $1.68B of American Equity Investment Life Holding Company stock for Q1 2020, down 35% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q1 2020 and 45 closed out, a net change of -20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2020 was Kohlberg Kravis Roberts & Co, an estimated $51.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2020 was Goldman Sachs, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2020.