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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
SWA
176
Sutton Wealth Advisors
Florida
$25.4K
TDC
177
Thompson Davis & Co
Virginia
$18K
FPFS
178
First Personal Financial Services
North Carolina
$16K -$908 -55 -6%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$14K -$628 -38 -5%
PRS
180
Pinkerton Retirement Specialists
Idaho
$14K
CF
181
CenterStar Fund
Illinois
$12K
Bessemer Group
182
Bessemer Group
New Jersey
$12K +$11.1K +673 New
TWA
183
TCI Wealth Advisors
Arizona
$9K
TCIM
184
TIAA CREF Investment Management
New York
$8.88K +$1.89M +114,322 +30%
SEI Investments
185
SEI Investments
Pennsylvania
$8K -$1.25M -75,555 -99%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$8K +$1.32K +80 +20%
HCM
187
Herndon Capital Management
Georgia
$7K -$1.3K -79 -17%
Loomis, Sayles & Company
188
Loomis, Sayles & Company
Massachusetts
$7K +$2.16K +131 +52%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$6K
TRCT
190
Tower Research Capital (TRC)
New York
$5K -$116K -7,013 -96%
IA
191
IFP Advisors
Florida
$4K +$1.9K +115 +113%
NFG
192
Next Financial Group
Texas
$3K +$2.67K +162 New
CG
193
Cutler Group
California
$2K -$72.6K -4,398 -97%
PFSC
194
Peoples Financial Services Corp
Pennsylvania
$2K
QCG
195
Quadrant Capital Group
Ohio
$2K +$1.07K +65 +89%
GWM
196
Geneos Wealth Management
Colorado
$2K +$2.49K +151 New
WTB
197
Washington Trust Bank
Washington
$1K +$1.22K +74 New
VOYA Investment Management
198
VOYA Investment Management
Georgia
$605
TSW
199
Thompson Siegel & Walmsley
Virginia
-$11.3M -791,885 Closed
BA
200
Boston Advisors
Massachusetts
-$4.97M -348,969 Closed

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.