We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

212 hedge funds and large institutions have $2.83B invested in American Equity Investment Life Holding Company in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.08M

1% less capital invested

Capital invested by funds: $2.84B → $2.83B (-$17.7M)

8% less funds holding

Funds holding: 230212 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
212
Holders Change
-18
Holders Change %
-7.83%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
60
Reduced
90
Closed
37
Calls
$1.47M
Puts
$1.08M
Net Calls
+$390K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
126
James Investment Research
Ohio
$584K
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$584K +$10.2K +322 +2%
FHB
128
First Hawaiian Bank
Hawaii
$583K
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$536K
II
130
Inspire Investing
Idaho
$520K +$15.4K +488 +3%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$488K -$884K -27,999 -65%
CHAM
132
Clear Harbor Asset Management
Connecticut
$485K
SEI Investments
133
SEI Investments
Pennsylvania
$461K -$527K -16,707 -54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
134
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$456K -$1.93M -61,100 -81%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$398K +$24.4K +772 +7%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$390K +$56.9K +1,802 +18%
PA
137
Profund Advisors
Maryland
$378K +$14.9K +473 +4%
CSS
138
Cubist Systematic Strategies
Connecticut
$372K +$74.4K +2,357 +26%
Osaic Holdings
139
Osaic Holdings
Arizona
$365K -$80.8K -2,558 -18%
QIM
140
Quantitative Investment Management
Virginia
$362K +$77.4K +2,452 +28%
CGH
141
Crossmark Global Holdings
Texas
$360K -$7.58K -240 -2%
UA
142
Unison Advisors
District of Columbia
$359K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$354K +$12.4K +393 +4%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$348K -$21.1K -668 -6%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$327K -$530K -16,800 -62%
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$327K
LB
147
Legacy Bridge
Iowa
$323K
ECM
148
Everence Capital Management
Indiana
$316K
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$293K +$286K +9,073 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$273K -$20.5K -648 -7%

AEL Hedge Fund Activity: Q2 2021 in Review

212 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2021, worth a combined $2.83B — down 0.62% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 21 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Invesco, adding an estimated $32.4M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $31.5M sold.

  • 212 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2021, down from 230 in Q1 2021.
  • Funds reported $2.83B of American Equity Investment Life Holding Company stock for Q2 2021, down 0.62% quarter-over-quarter.
  • 21 funds opened new American Equity Investment Life Holding Company positions in Q2 2021 and 37 closed out, a net change of -16 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2021 was Invesco, an estimated $32.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2021 was Rubric Capital Management (New York), an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2021.