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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
PI
76
PineBridge Investments
New York
$3.94M -$611K -16,917 -13%
Canada Life
77
Canada Life
Manitoba, Canada
$3.88M -$105K -2,903 -3%
PCM
78
Piermont Capital Management
Missouri
$3.82M -$225K -6,229 -5%
AQR Capital Management
79
AQR Capital Management
Connecticut
$3.81M -$208K -5,768 -5%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$3.81M +$249K +6,890 +7%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$3.72M +$3.8M +105,289 New
PI
82
Putnam Investments
Massachusetts
$3.72M +$1.59M +44,010 +72%
CRM
83
Capital Returns Management
New York
$3.7M -$12.2M -338,838 -76%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$3.48M -$323K -8,929 -8%
Point72 Asset Management
85
Point72 Asset Management
Connecticut
$3.45M -$6.89M -190,706 -66%
UBS AM
86
UBS AM
Illinois
$3.1M +$44.4K +1,230 +1%
Comerica Bank
87
Comerica Bank
Texas
$2.9M -$560K -15,513 -15%
Massachusetts Financial Services
88
Massachusetts Financial Services
Massachusetts
$2.81M -$6.61K -183 -0.2%
MAM
89
Martingale Asset Management
Massachusetts
$2.79M -$33.4K -925 -1%
AG
90
Aperio Group
California
$2.76M -$70.5K -1,951 -2%
IA
91
IndexIQ Advisors
New York
$2.74M +$106K +2,924 +4%
UBS Group
92
UBS Group
Switzerland
$2.66M -$704K -19,492 -21%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$2.63M -$82.9K -2,296 -3%
VRS
94
Virginia Retirement Systems
Virginia
$2.62M
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$2.57M +$202K +5,600 +8%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$2.5M +$331K +9,154 +15%
AIG
97
American International Group
New York
$2.49M +$48.7K +1,349 +2%
Federated Hermes
98
Federated Hermes
Pennsylvania
$2.49M +$643K +17,806 +34%
BPM
99
Bowling Portfolio Management
Ohio
$2.47M -$401K -11,097 -14%
PIM
100
Profit Investment Management
Maryland
$2.46M

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.