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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
SO
176
STRS Ohio
Ohio
$109K
SIA
177
Sit Investment Associates
Minnesota
$99K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$89K -$16.3K -637 -12%
PCM
179
Prelude Capital Management
New York
$84K -$69.1K -2,707 -38%
FMT
180
First Mercantile Trust
Tennessee
$71K +$2.58K +101 +3%
MAM
181
Meeder Asset Management
Ohio
$58K +$78.4K +3,073 New
LIA
182
LS Investment Advisors
Michigan
$50K
SWA
183
Sutton Wealth Advisors
Florida
$48.7K +$28.2K +1,105 +74%
VCM
184
Versant Capital Management
Arizona
$47K +$22.8K +893 +55%
Simplex Trading
185
Simplex Trading
Illinois
$46K +$54.4K +2,133 +584%
TRCT
186
Tower Research Capital (TRC)
New York
$33K -$92K -3,605 -67%
GT
187
Glenmede Trust
Pennsylvania
$26K
IUHSA
188
Itau Unibanco Holding S.A.
Brazil
$26K +$35.8K +1,403 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$25K -$2.02K -79 -5%
PWMG
190
Prestige Wealth Management Group
New Jersey
$24K -$213K -8,350 -87%
CWA
191
Carolina Wealth Advisors
South Carolina
$23K +$12K +470 +64%
QCG
192
Quadrant Capital Group
Ohio
$23K +$18.2K +712 +146%
SIS
193
Sound Income Strategies
Florida
$23K +$31.5K +1,233 New
HIA
194
Harbor Investment Advisory
Maryland
$16K +$22.3K +874 New
ASN
195
Advisory Services Network
Georgia
$14K +$5.64K +221 +43%
PCG
196
Private Capital Group
Connecticut
$13K +$13.1K +512 +280%
GI
197
Gradient Investments
Minnesota
$11K -$37.4K -1,465 -71%
S
198
SignatureFD
Georgia
$11K +$14.6K +572 New
TWA
199
TCI Wealth Advisors
Arizona
$9K -$689 -27 -5%
FBT
200
First Bank & Trust
South Dakota
$8K -$24.4K -955 -70%

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.