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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 $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
101
Freedom Day Solutions
Texas
$2.13M -$216K -6,734 -8%
PIM
102
Profit Investment Management
Maryland
$2.04M +$674K +21,062 +43%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$2.02M +$57.4K +1,793 +3%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$1.96M +$1.75M +54,734 +452%
IA
105
IndexIQ Advisors
New York
$1.96M +$2.13M +66,687 New
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$1.94M +$14.3K +448 +0.7%
KBC Group
107
KBC Group
Belgium
$1.91M -$697K -21,777 -25%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.9M -$33.7K -1,054 -2%
CSS
109
Cubist Systematic Strategies
Connecticut
$1.88M +$1.23M +38,427 +150%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$1.87M -$214K -6,682 -10%
First Trust Advisors
111
First Trust Advisors
Illinois
$1.78M +$439K +13,720 +29%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.78M +$166K +5,178 +9%
TPSF
113
Texas Permanent School Fund
Texas
$1.75M -$23.7K -741 -1%
SCM
114
Sterling Capital Management
North Carolina
$1.73M
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M +$67.2K +2,100 +4%
OAM
116
Oppenheimer Asset Management
New York
$1.69M +$4K +125 +0.2%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.68M +$40.9K +1,278 +2%
CIP
118
Convergence Investment Partners
Florida
$1.67M +$167K +5,227 +10%
AIG
119
American International Group
New York
$1.63M -$1.85M -57,664 -51%
ZIM
120
Zacks Investment Management
Illinois
$1.58M -$44.4K -1,386 -3%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$1.56M +$267K +8,329 +19%
O
122
OppenheimerFunds
New York
$1.4M -$143K -4,478 -9%
3C
123
361 Capital
Colorado
$1.37M +$80.2K +2,506 +6%
ERSOT
124
Employees Retirement System of Texas
Texas
$1.35M
US Bancorp
125
US Bancorp
Minnesota
$1.33M -$69.9K -2,184 -5%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.