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AEL

American Equity Investment Life Holding Company

Delisted

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

199 hedge funds and large institutions have $1.4B invested in American Equity Investment Life Holding Company in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

17% more capital invested

Capital invested by funds: $1.2B → $1.4B (+$202M)

1% less funds holding

Funds holding: 201199 (-2)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.43M

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
82
Reduced
63
Closed
26
Calls
$122K
Puts
$1.43M
Net Calls
-$1.31M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
151
Kovack Advisors
Florida
$230K +$49.5K +3,000 +30%
Verition Fund Management
152
Verition Fund Management
Connecticut
$224K +$209K +12,628 New
PIA
153
Piedmont Investment Advisors
North Carolina
$210K +$193K +11,700 +8,298%
COI
154
Connable Office Inc
Michigan
$201K
PI
155
PineBridge Investments
New York
$198K +$12.5K +755 +7%
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$179K
AB
157
Amalgamated Bank
New York
$179K +$167K +10,098 New
ST
158
Spot Trading
Illinois
$163K +$152K +9,196 New
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$149K +$11.7K +708 +9%
DVM
160
Dreman Value Management
Florida
$128K
PAM
161
Paradigm Asset Management
New York
$121K +$92.5K +5,600 +467%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$120K +$25.4K +1,536 +29%
AG
163
Advisor Group
Arizona
$110K -$12.7K -770 -11%
CSS
164
Cubist Systematic Strategies
Connecticut
$109K +$101K +6,127 New
IIC
165
Integrated Investment Consultants
Michigan
$100K -$2.49K -151 -3%
Walleye Trading
166
Walleye Trading
New York
$98K +$90.8K +5,500 New
AIM
167
Acrospire Investment Management
Illinois
$76K -$64.4K -3,900 -48%
AssetMark Inc
168
AssetMark Inc
California
$74K -$3.25M -197,022 -98%
H
169
Hexavest
Quebec, Canada
$66K
LIA
170
LS Investment Advisors
Michigan
$57K +$6.36K +385 +14%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$51K
VCM
172
Versant Capital Management
Arizona
$48K +$10.4K +630 +30%
RCM
173
Riverhead Capital Management
Delaware
$46K -$220K -13,314 -84%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$39K +$6.34K +384 +21%
Creative Planning
175
Creative Planning
Kansas
$35K

AEL Hedge Fund Activity: Q3 2016 in Review

199 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2016, worth a combined $1.4B — up 17% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AEL and 25 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 82 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $15.6M. The largest seller was Macquarie Group, cutting an estimated $54.4M.

  • 199 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2016, down from 201 in Q2 2016.
  • Funds reported $1.4B of American Equity Investment Life Holding Company stock for Q3 2016, up 17% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q3 2016 and 26 closed out, a net change of -1 holder.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $15.6M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2016 was Macquarie Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2016.