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AEL

American Equity Investment Life Holding Company

Delisted

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

213 hedge funds and large institutions have $2.58B invested in American Equity Investment Life Holding Company in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

0% more funds holding

Funds holding: 212213 (+1)

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$241M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.54M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
66
Reduced
86
Closed
16
Calls
$830K
Puts
$1.54M
Net Calls
-$713K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
151
TD Asset Management
Ontario, Canada
$299K -$1.87K -60 -0.6%
LB
152
Legacy Bridge
Iowa
$296K
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$294K -$31.4K -1,005 -9%
ECM
154
Everence Capital Management
Indiana
$289K
Group One Trading
155
Group One Trading
Illinois
$278K +$253K +8,100 +626%
AWM
156
AE Wealth Management
Kansas
$268K +$89.2K +2,859 +46%
PA
157
Profund Advisors
Maryland
$261K -$89.3K -2,861 -24%
SFI
158
Susquehanna Fundamental Investments
Pennsylvania
$260K +$10.8K +347 +4%
GCP
159
GSA Capital Partners
United Kingdom
$259K +$273K +8,761 New
PMAM
160
Penn Mutual Asset Management
Pennsylvania
$250K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$249K
LG
162
Leuthold Group
Minnesota
$246K -$4.17M -133,663 -94%
GC
163
Guggenheim Capital
Illinois
$227K -$420K -13,472 -64%
TRCT
164
Tower Research Capital (TRC)
New York
$219K +$51.9K +1,665 +29%
MPM
165
Meritage Portfolio Management
Kansas
$206K +$217K +6,971 New
Truist Financial
166
Truist Financial
North Carolina
$204K +$216K +6,912 New
LWA
167
Lineweaver Wealth Advisors
Ohio
$203K +$215K +6,895 New
AIP
168
Ameritas Investment Partners
Nebraska
$188K -$11K -352 -5%
PCM
169
Pinz Capital Management
New York
$177K +$187K +6,000 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$167K -$5.21K -167 -3%
WQ
171
Wealth Quarterback
New Jersey
$118K
Simplex Trading
172
Simplex Trading
Illinois
$106K
BU
173
BBVA USA
Alabama
$95K -$143K -4,571 -59%
DA
174
Denali Advisors
California
$83K +$87.4K +2,800 New
SWA
175
Sutton Wealth Advisors
Florida
$69.5K

AEL Hedge Fund Activity: Q3 2021 in Review

213 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2021, worth a combined $2.58B — down 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AEL positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $20.9M.

  • 213 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.58B of American Equity Investment Life Holding Company stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 20 funds opened new American Equity Investment Life Holding Company positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2021 was River Road Asset Management, an estimated $50.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2021 was BlackRock, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.