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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
AC
101
Ascend Capital
California
$2.39M +$2.44M +67,532 New
Hotchkis & Wiley Capital Management
102
Hotchkis & Wiley Capital Management
California
$2.38M +$660K +18,284 +37%
FDS
103
Freedom Day Solutions
Texas
$2.31M -$184K -5,100 -7%
Public Sector Pension Investment Board (PSP Investments)
104
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M +$161K +4,459 +8%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$2.17M -$19.4K -537 -0.9%
SCM
106
Sterling Capital Management
North Carolina
$2.08M -$1.3K -36 -0.1%
CS
107
Credit Suisse
Switzerland
$2.05M -$10.4M -287,961 -83%
ERSOT
108
Employees Retirement System of Texas
Texas
$2.05M
OAM
109
Oppenheimer Asset Management
New York
$2.04M -$1.84K -51 -0.1%
TPSF
110
Texas Permanent School Fund
Texas
$2.01M -$48.5K -1,344 -2%
CWM
111
Cornerstone Wealth Management
Missouri
$1.96M -$455K -12,609 -18%
GC
112
Guggenheim Capital
Illinois
$1.84M -$55.9K -1,547 -3%
ZIM
113
Zacks Investment Management
Illinois
$1.81M +$5.45K +151 +0.3%
First Trust Advisors
114
First Trust Advisors
Illinois
$1.58M -$178K -4,918 -10%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$1.56M -$435K -12,043 -21%
SO
116
STRS Ohio
Ohio
$1.47M +$213K +5,900 +16%
CAM
117
Congress Asset Management
Massachusetts
$1.47M +$160K +4,435 +12%
JIM
118
Jupiter Investment Management
United Kingdom
$1.47M +$1.5M +41,476 New
O
119
OppenheimerFunds
New York
$1.45M +$77.3K +2,139 +5%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$1.41M -$181K -5,000 -11%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$1.41M -$21.7K -600 -1%
OAM
122
Oxford Asset Management
United Kingdom
$1.38M +$886K +24,522 +167%
SFM
123
Systematic Financial Management
New Jersey
$1.38M +$135K +3,745 +11%
US Bancorp
124
US Bancorp
Minnesota
$1.35M -$74.9K -2,073 -5%
MIM
125
MetLife Investment Management
New Jersey
$1.34M -$108K -3,001 -7%

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.