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AEL

American Equity Investment Life Holding Company

Delisted

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

258 hedge funds and large institutions have $3.92B invested in American Equity Investment Life Holding Company in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more capital invested

Capital invested by funds: $2.87B → $3.92B (+$1.05B)

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% more funds holding

Funds holding: 257258 (+1)

35% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 103

37% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $8.1M

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
67
Reduced
103
Closed
45
Calls
$5.13M
Puts
$8.1M
Net Calls
-$2.96M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
151
Yorktown Management & Research Company
Virginia
$646K -$141K -3,500 -22%
AWM
152
AE Wealth Management
Kansas
$633K -$5.87K -146 -1%
TI
153
Tidal Investments
Wisconsin
$617K -$1.63M -40,553 -77%
GAM
154
Gotham Asset Management
New York
$617K -$175K -4,349 -27%
VRS
155
Virginia Retirement Systems
Virginia
$615K -$470K -11,700 -50%
ProShare Advisors
156
ProShare Advisors
Maryland
$613K +$61.9K +1,540 +15%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$607K -$23.7K -589 -5%
CIM
158
Cambria Investment Management
California
$598K -$108K -2,684 -19%
NYLIM
159
New York Life Investment Management
New York
$589K -$67.6K -1,681 -13%
FHB
160
First Hawaiian Bank
Hawaii
$585K
UBS Group
161
UBS Group
Switzerland
$561K -$2.07M -51,609 -83%
Massachusetts Financial Services
162
Massachusetts Financial Services
Massachusetts
$550K +$424K +10,553 New
XT
163
XTX Topco
Cayman Islands
$547K +$422K +10,495 New
BC
164
Burney Company
Virginia
$544K -$16.1K -400 -4%
MPM
165
Meritage Portfolio Management
Kansas
$512K +$64.1K +1,595 +19%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$506K
AI
167
AdvisorShares Investments
Maryland
$505K +$390K +9,691 New
ECM
168
Everence Capital Management
Indiana
$502K
WQ
169
Wealth Quarterback
New Jersey
$500K +$52.2K +1,298 +16%
AIM
170
ARGA Investment Management
Connecticut
$495K
Creative Planning
171
Creative Planning
Kansas
$487K +$83.4K +2,074 +29%
EAM
172
Erste Asset Management
Austria
$476K
FIM
173
Freedom Investment Management
Connecticut
$471K -$100K -2,490 -22%
DFCM
174
Dark Forest Capital Management
Puerto Rico
$462K +$172K +4,274 +93%
EP
175
Edgestream Partners
New Jersey
$446K +$344K +8,563 New

AEL Hedge Fund Activity: Q2 2023 in Review

258 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2023, worth a combined $3.92B — up 37% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 45 closed out — a net gain of 2 holders — while 67 added to existing stakes and 103 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Macquarie Group, cutting an estimated $40.6M.

  • 258 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2023, up from 257 in Q1 2023.
  • Funds reported $3.92B of American Equity Investment Life Holding Company stock for Q2 2023, up 37% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q2 2023 and 45 closed out, a net change of +2 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2023 was Jane Street, an estimated $23.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2023 was Macquarie Group, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2023.