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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
KC
101
Kepos Capital
New York
$1.9M +$1.8M +56,166 +469%
Hotchkis & Wiley Capital Management
102
Hotchkis & Wiley Capital Management
California
$1.9M +$15.9K +496 +0.7%
CS
103
Credit Suisse
Switzerland
$1.88M +$300K +9,324 +16%
BPM
104
Bowling Portfolio Management
Ohio
$1.81M -$166K -5,176 -7%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.78M +$76.6K +2,383 +4%
FDS
106
Freedom Day Solutions
Texas
$1.78M -$56.5K -1,760 -3%
Barclays
107
Barclays
United Kingdom
$1.77M -$1.75M -54,591 -46%
APG Asset Management
108
APG Asset Management
Netherlands
$1.75M +$1.5M +46,600 +186%
Citigroup
109
Citigroup
New York
$1.71M +$986K +30,706 +101%
MSL
110
Mackay Shields LLC
New York
$1.71M +$1.96M +61,137 New
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$1.71M +$1.96M +61,033 New
TPSF
112
Texas Permanent School Fund
Texas
$1.65M +$74.3K +2,314 +4%
SCM
113
Sterling Capital Management
North Carolina
$1.64M +$289 +9 +0%
ERSOT
114
Employees Retirement System of Texas
Texas
$1.62M
OAM
115
Oppenheimer Asset Management
New York
$1.56M -$66.2K -2,060 -4%
Marshall Wace
116
Marshall Wace
United Kingdom
$1.53M +$1.76M +54,628 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.51M +$907K +28,219 +110%
ZIM
118
Zacks Investment Management
Illinois
$1.45M +$26.5K +824 +2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$1.43M +$363K +11,299 +28%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$1.23M +$2.02K +63 +0.1%
CAM
121
Congress Asset Management
Massachusetts
$1.19M +$39.2K +1,220 +3%
SO
122
STRS Ohio
Ohio
$1.17M
O
123
OppenheimerFunds
New York
$1.12M -$31.8K -989 -2%
MIM
124
MetLife Investment Management
New Jersey
$1.06M
US Bancorp
125
US Bancorp
Minnesota
$1.03M -$48.6K -1,512 -4%

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.