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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $4.29B invested in American Equity Investment Life Holding Company in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2% more capital invested

Capital invested by funds: $4.21B → $4.29B (+$85.2M)

2% less funds holding

Funds holding: 250244 (-6)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

93% less call options, than puts

Call options by funds: $51K | Put options by funds: $686K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
33
Increased
74
Reduced
89
Closed
37
Calls
$51K
Puts
$686K
Net Calls
-$635K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lineweaver Wealth Advisors
Ohio
$410K
Squarepoint
152
Squarepoint
New York
$384K +$380K +6,836 New
Cerity Partners
153
Cerity Partners
New York
$380K +$375K +6,755 New
GI
154
GAMCO Investors
Connecticut
$368K +$364K +6,541 New
ECM
155
ExodusPoint Capital Management
New York
$366K +$361K +6,503 New
QCM
156
QRG Capital Management
Illinois
$365K -$33.5K -603 -8%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$352K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$349K -$7.89K -142 -2%
SWP
159
Stratos Wealth Partners
Ohio
$341K +$2.44K +44 +0.7%
Mariner
160
Mariner
Kansas
$338K +$38.8K +699 +13%
SEI Investments
161
SEI Investments
Pennsylvania
$332K -$12.9K -233 -4%
BC
162
Burney Company
Virginia
$332K -$150K -2,700 -31%
FIM
163
Freedom Investment Management
Connecticut
$330K -$14.3K -258 -4%
US Bancorp
164
US Bancorp
Minnesota
$328K -$3.67K -66 -1%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$322K
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$321K -$1.28M -23,030 -80%
AA
167
AlphaMark Advisors
Kentucky
$307K +$51.2K +921 +20%
Lido Advisors
168
Lido Advisors
California
$297K +$23.6K +425 +9%
AIM
169
Aigen Investment Management
New York
$285K -$90.4K -1,627 -24%
CGH
170
Crossmark Global Holdings
Texas
$279K -$5.5K -99 -2%
X
171
Xponance
Pennsylvania
$270K +$1.28K +23 +0.5%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$254K
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$232K -$19.2K -346 -8%
PWM
174
Paulson Wealth Management
Illinois
$228K -$4.28K -77 -2%
HW
175
Hancock Whitney
Mississippi
$227K +$3.28K +59 +1%

AEL Hedge Fund Activity: Q1 2024 in Review

244 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2024, worth a combined $4.29B — up 2% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 33 opened new positions — a net loss of 4 holders — while 89 trimmed existing stakes and 74 added.

The largest buyer was Glazer Capital LLC, adding an estimated $77.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $49.4M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $4.29B of American Equity Investment Life Holding Company stock for Q1 2024, up 2% quarter-over-quarter.
  • 33 funds opened new American Equity Investment Life Holding Company positions in Q1 2024 and 37 closed out, a net change of -4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2024 was Glazer Capital LLC, an estimated $77.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2024 was Dimensional Fund Advisors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q1 2024.