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AEL

American Equity Investment Life Holding Company

Delisted

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

254 hedge funds and large institutions have $3.1B invested in American Equity Investment Life Holding Company in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

6% more funds holding

Funds holding: 239254 (+15)

3% less capital invested

Capital invested by funds: $3.2B → $3.1B (-$94.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
254
Holders Change
+15
Holders Change %
+6.28%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
70
Reduced
108
Closed
19
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$881K -$88.4K -2,357 -9%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$808K -$819K -21,818 -50%
ASRS
128
Arizona State Retirement System
Arizona
$802K +$6.98K +186 +0.9%
SEI Investments
129
SEI Investments
Pennsylvania
$801K +$312K +8,304 +63%
OQS
130
Occudo Quantitative Strategies
Florida
$801K +$806K +21,480 New
MA
131
Montag & Associates
Georgia
$781K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$771K -$26.3K -702 -3%
NSEDCP
133
NJ State Employees Deferred Compensation Plan
New Jersey
$746K
RA
134
Royce & Associates
New York
$742K +$91.9K +2,450 +14%
US Bancorp
135
US Bancorp
Minnesota
$722K -$22.4K -597 -3%
JIR
136
James Investment Research
Ohio
$678K
QC
137
Quantedge Capital
Singapore
$667K +$672K +17,900 New
American Century Companies
138
American Century Companies
Missouri
$663K -$2.96M -79,003 -82%
UBS Group
139
UBS Group
Switzerland
$663K +$598K +15,944 +871%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$608K +$619K +16,500 New
HSBC Holdings
141
HSBC Holdings
United Kingdom
$597K -$265K -7,067 -31%
SG Americas Securities
142
SG Americas Securities
New York
$595K -$526K -14,018 -47%
CIM
143
Cambria Investment Management
California
$582K +$265K +7,076 +83%
ECM
144
Everence Capital Management
Indiana
$578K
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$550K -$182K -4,840 -25%
UA
146
Unison Advisors
District of Columbia
$549K +$131K +3,498 +31%
ACM
147
AlphaCrest Capital Management
New York
$545K +$549K +14,622 New
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$529K +$61.7K +1,644 +13%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$528K
PI
150
Putnam Investments
Massachusetts
$521K -$9.57K -255 -2%

AEL Hedge Fund Activity: Q3 2022 in Review

254 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2022, worth a combined $3.1B — down 2.9% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 19 closed out — a net gain of 18 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $42M.

  • 254 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $3.1B of American Equity Investment Life Holding Company stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q3 2022 and 19 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2022 was Ophir Asset Management, an estimated $16.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2022 was BlackRock, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2022.