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AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M
AIM
127
Aigen Investment Management
New York
$1.23M +$1.23M +22,959 New
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$1.22M +$1.22M +22,785 New
MSRPS
129
Maryland State Retirement & Pension System
Maryland
$1.22M -$97K -1,813 -7%
CL
130
CSS LLC
Illinois
$1.21M +$252K +4,710 +26%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$1.19M +$6.42K +120 +0.5%
PCM
132
PenderFund Capital Management
British Columbia, Canada
$1.18M +$865K +16,160 New
CAM
133
Congress Asset Management
Massachusetts
$1.17M -$1.54M -28,860 -57%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$1.1M -$1.6M -29,994 -59%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$1.09M -$656K -12,253 -38%
NSEDCP
136
NJ State Employees Deferred Compensation Plan
New Jersey
$1.07M
MCM
137
Moore Capital Management
New York
$1.07M +$1.07M +20,000 New
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$988K -$69.6K -1,300 -7%
GCP
139
GSA Capital Partners
United Kingdom
$973K +$971K +18,148 New
ASRS
140
Arizona State Retirement System
Arizona
$952K -$70K -1,309 -7%
Victory Capital Management
141
Victory Capital Management
Texas
$917K -$819K -15,308 -47%
Allianz Asset Management
142
Allianz Asset Management
Germany
$867K -$739K -13,807 -46%
BHMP
143
Bardin Hill Management Partners
New York
$816K -$2.04M -38,095 -71%
Marshall Wace
144
Marshall Wace
United Kingdom
$815K -$761K -14,221 -48%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$749K
Truist Financial
146
Truist Financial
North Carolina
$737K -$126K -2,356 -15%
FF
147
Friedenthal Financial
New Jersey
$721K +$719K +13,435 New
TCM
148
Teza Capital Management
Illinois
$716K +$714K +13,352 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$683K -$13.4K -251 -2%
FDP
150
Financiere des Professionnels
Quebec, Canada
$669K +$667K +12,471 New

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.