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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
SFM
151
Systematic Financial Management
New Jersey
$315K +$427K +16,745 New
Natixis Advisors
152
Natixis Advisors
Massachusetts
$314K +$426K +16,683 New
Millennium Management
153
Millennium Management
New York
$284K -$1.49M -58,571 -80%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$282K
First Trust Advisors
155
First Trust Advisors
Illinois
$278K -$1.02M -39,894 -73%
AB
156
Amalgamated Bank
New York
$276K -$10.1K -397 -3%
AA
157
ALPS Advisors
Colorado
$273K +$370K +14,512 New
NAM
158
NorthCoast Asset Management
Connecticut
$263K +$357K +13,992 New
WQ
159
Wealth Quarterback
New Jersey
$243K -$2.27K -89 -0.7%
HC
160
Henshaw Capital
Massachusetts
$242K +$329K +12,886 New
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
$241K -$88.2K -3,456 -21%
CGH
162
Crossmark Global Holdings
Texas
$238K +$3.32K +130 +1%
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$237K
CMBA
164
C.M. Bidwell & Associates
Hawaii
$225K +$184K +7,215 +152%
Osaic Holdings
165
Osaic Holdings
Arizona
$223K +$306K +11,994 New
Federated Hermes
166
Federated Hermes
Pennsylvania
$209K -$4.17M -163,382 -94%
UA
167
Unison Advisors
District of Columbia
$206K +$2.78K +109 +1%
PTC
168
Petrus Trust Company
Texas
$191K +$260K +10,186 New
LB
169
Legacy Bridge
Iowa
$188K -$76.5K -3,000 -23%
H
170
Hexavest
Quebec, Canada
$184K
RA
171
Royce & Associates
New York
$174K -$356K -13,964 -60%
AIP
172
Ameritas Investment Partners
Nebraska
$149K
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$139K +$5.23K +205 +3%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$138K
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$130K +$163K +6,375 +1,203%

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.