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AEL

American Equity Investment Life Holding Company

Delisted

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

258 hedge funds and large institutions have $3.92B invested in American Equity Investment Life Holding Company in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more capital invested

Capital invested by funds: $2.87B → $3.92B (+$1.05B)

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% more funds holding

Funds holding: 257258 (+1)

35% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 103

37% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $8.1M

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
67
Reduced
103
Closed
45
Calls
$5.13M
Puts
$8.1M
Net Calls
-$2.96M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$7.15M +$5.51M +137,123 New
Citigroup
52
Citigroup
New York
$7M +$3.85M +95,706 +248%
CS
53
Credit Suisse
Switzerland
$6.74M +$683K +16,989 +15%
Barclays
54
Barclays
United Kingdom
$6.67M +$3.3M +82,011 +178%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.65M +$26.7K +663 +0.5%
MOACM
56
Mutual of America Capital Management
New York
$6.1M +$16.1K +401 +0.3%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.84M -$403K -10,032 -8%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$5.83M +$2.98M +74,155 +197%
BCM
59
Bridgeway Capital Management
Texas
$5.2M
Prudential Financial
60
Prudential Financial
New Jersey
$4.99M -$1.61M -39,958 -29%
DA
61
Denali Advisors
California
$4.83M +$953K +23,700 +34%
AllianceBernstein
62
AllianceBernstein
Tennessee
$4.59M -$213K -5,300 -6%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.46M -$192K -4,777 -5%
PIM
64
Profit Investment Management
Maryland
$4.35M
HF
65
HRT Financial
New York
$3.95M -$1.58M -39,421 -34%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$3.82M +$131K +3,248 +5%
RA
67
Royce & Associates
New York
$3.8M +$81.6K +2,029 +3%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.72M -$86K -2,139 -3%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$3.5M +$495K +12,300 +22%
UBS AM
70
UBS AM
Illinois
$3.32M
SDIC
71
South Dakota Investment Council
South Dakota
$3.27M
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$3.16M +$164K +4,068 +7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$3.15M -$2.45M -60,923 -50%
Squarepoint
74
Squarepoint
New York
$3.08M +$1.48M +36,855 +166%
Canada Life
75
Canada Life
Manitoba, Canada
$3.06M -$394K -9,799 -14%

AEL Hedge Fund Activity: Q2 2023 in Review

258 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2023, worth a combined $3.92B — up 37% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 45 closed out — a net gain of 2 holders — while 67 added to existing stakes and 103 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Macquarie Group, cutting an estimated $40.6M.

  • 258 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2023, up from 257 in Q1 2023.
  • Funds reported $3.92B of American Equity Investment Life Holding Company stock for Q2 2023, up 37% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q2 2023 and 45 closed out, a net change of +2 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2023 was Jane Street, an estimated $23.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2023 was Macquarie Group, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2023.