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AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $1.68B invested in American Equity Investment Life Holding Company in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

9% less funds holding

Funds holding: 246224 (-22)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less capital invested

Capital invested by funds: $2.6B → $1.68B (-$919M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

61% less call options, than puts

Call options by funds: $260K | Put options by funds: $672K

Holders
224
Holders Change
-22
Holders Change %
-8.94%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
85
Reduced
77
Closed
45
Calls
$260K
Puts
$672K
Net Calls
-$412K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$992K -$483K -18,929 -26%
BPM
102
Bowling Portfolio Management
Ohio
$978K +$1.33M +52,039 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$960K +$774K +30,349 +147%
OAM
104
Oppenheimer Asset Management
New York
$943K -$17.8K -696 -1%
DA
105
Denali Advisors
California
$880K +$416K +16,300 +53%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$864K -$101K -3,941 -8%
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$861K +$381K +14,942 +48%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$848K +$271K +10,610 +31%
ZCM
109
Ziegler Capital Management
Illinois
$806K +$1.09M +42,858 New
MIM
110
MetLife Investment Management
New Jersey
$758K
JIR
111
James Investment Research
Ohio
$716K -$57.4K -2,251 -6%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$710K +$52K +2,037 +6%
American Century Companies
113
American Century Companies
Missouri
$709K +$616K +24,150 +178%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$692K +$15.3K +600 +2%
CSS
115
Cubist Systematic Strategies
Connecticut
$671K +$847K +33,203 +1,322%
3C
116
361 Capital
Colorado
$657K -$211K -8,283 -19%
PP
117
PDT Partners
New York
$634K +$861K +33,746 New
Barrow, Hanley, Mewhinney & Strauss
118
Barrow, Hanley, Mewhinney & Strauss
Texas
$631K -$417K -16,341 -33%
LS
119
Livforsakringsbolaget Skandia
Sweden
$621K
US Bancorp
120
US Bancorp
Minnesota
$616K -$8.39K -329 -1%
Jane Street
121
Jane Street
New York
$614K +$354K +13,881 +74%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$605K +$168K +6,600 +26%
KCM
123
Kennedy Capital Management
Missouri
$601K -$384K -15,048 -32%
MSA
124
Mason Street Advisors
Wisconsin
$596K
SG Americas Securities
125
SG Americas Securities
New York
$596K +$217K +8,504 +37%

AEL Hedge Fund Activity: Q1 2020 in Review

224 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2020, worth a combined $1.68B — down 35% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of AEL and 25 opened new positions — a net loss of 20 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $51.9M. The largest seller was Goldman Sachs, cutting an estimated $19.4M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2020, down from 246 in Q4 2019.
  • Funds reported $1.68B of American Equity Investment Life Holding Company stock for Q1 2020, down 35% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q1 2020 and 45 closed out, a net change of -20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2020 was Kohlberg Kravis Roberts & Co, an estimated $51.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2020 was Goldman Sachs, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2020.