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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.39B invested in American Equity Investment Life Holding Company in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.73M

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

3% more funds holding

Funds holding: 266273 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $3.02B → $2.39B (-$630M)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
97
Reduced
87
Closed
38
Calls
$10.1M
Puts
$2.73M
Net Calls
+$7.33M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Piermont Capital Management
Missouri
$2.99M -$40.2K -1,250 -1%
JIM
77
Jupiter Investment Management
United Kingdom
$2.9M +$2.01M +62,507 +151%
JIR
78
James Investment Research
Ohio
$2.81M -$702K -21,853 -18%
PI
79
PineBridge Investments
New York
$2.8M -$353K -10,984 -10%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$2.75M -$3.34K -104 -0.1%
Comerica Bank
81
Comerica Bank
Texas
$2.74M +$10.6K +330 +0.4%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$2.71M -$3.3M -102,836 -51%
PCM
83
Pentwater Capital Management
Florida
$2.65M +$3.05M +95,000 New
AQR Capital Management
84
AQR Capital Management
Connecticut
$2.6M -$471K -14,648 -14%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$2.51M -$576K -17,937 -17%
UBS AM
86
UBS AM
Illinois
$2.5M +$54.7K +1,704 +2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$2.48M +$466K +14,507 +20%
EBIM
88
Eagle Boston Investment Management
Massachusetts
$2.42M -$5.35M -166,577 -66%
Massachusetts Financial Services
89
Massachusetts Financial Services
Massachusetts
$2.41M +$216K +6,708 +8%
3C
90
361 Capital
Colorado
$2.36M +$2.71M +84,405 New
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$2.3M +$376K +11,695 +17%
Public Sector Pension Investment Board (PSP Investments)
92
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M +$530K +16,500 +26%
AG
93
Aperio Group
California
$2.19M +$8.74K +272 +0.3%
MAM
94
Martingale Asset Management
Massachusetts
$2.15M -$70.7K -2,200 -3%
HIM
95
Hillsdale Investment Management
Ontario, Canada
$2.12M +$2.43M +75,700 +180,238%
VRS
96
Virginia Retirement Systems
Virginia
$2.07M
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$2.06M +$32.4K +1,008 +1%
IA
98
IndexIQ Advisors
New York
$2M -$188K -5,844 -8%
AIG
99
American International Group
New York
$1.95M -$26.2K -816 -1%
First Trust Advisors
100
First Trust Advisors
Illinois
$1.92M +$778K +24,219 +54%

AEL Hedge Fund Activity: Q4 2018 in Review

273 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2018, worth a combined $2.39B — down 21% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 38 closed out — a net gain of 9 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.7M. The largest seller was Deutsche Bank, cutting an estimated $27.2M.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $2.39B of American Equity Investment Life Holding Company stock for Q4 2018, down 21% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q4 2018 and 38 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2018 was Vanguard Group, an estimated $15.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2018 was Deutsche Bank, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2018.