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AEL

American Equity Investment Life Holding Company

Delisted

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

212 hedge funds and large institutions have $2.83B invested in American Equity Investment Life Holding Company in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.08M

1% less capital invested

Capital invested by funds: $2.84B → $2.83B (-$17.7M)

8% less funds holding

Funds holding: 230212 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
212
Holders Change
-18
Holders Change %
-7.83%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
60
Reduced
90
Closed
37
Calls
$1.47M
Puts
$1.08M
Net Calls
+$390K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
176
UBS Group
Switzerland
$59K -$3.52M -111,432 -98%
VCM
177
Versant Capital Management
Arizona
$50K -$4.77K -151 -9%
AWM
178
Accel Wealth Management
Iowa
$47K +$45.8K +1,450 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$45K -$6.09K -193 -12%
Group One Trading
180
Group One Trading
Illinois
$42K +$22.1K +700 +118%
CG
181
Cutler Group
California
$38K +$37.3K +1,182 New
HIA
182
Harbor Investment Advisory
Maryland
$37K
FPS
183
Fieldpoint Private Securities
Connecticut
$29K +$12.9K +410 +92%
GT
184
Glenmede Trust
Pennsylvania
$26K -$6.66K -211 -20%
TWA
185
TCI Wealth Advisors
Arizona
$22K +$3.57K +113 +20%
S
186
SignatureFD
Georgia
$18K
ST
187
Sageworth Trust
Pennsylvania
$16K +$15.8K +500 New
PCG
188
Private Capital Group
Connecticut
$14K -$410 -13 -3%
PA
189
Parallel Advisors
California
$14K
BCA
190
Berman Capital Advisors
Georgia
$13K
FCA
191
FinTrust Capital Advisors
South Carolina
$12K -$474 -15 -4%
MAM
192
Meeder Asset Management
Ohio
$12K +$3.03K +96 +36%
CFG
193
CKW Financial Group
Hawaii
$12K +$11.4K +362 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$9K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$8K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$8K +$2.71K +86 +58%
LC
197
Lindbrook Capital
California
$5K
TFO
198
Tarbox Family Office
California
$5K
CFA
199
Carroll Financial Associates
North Carolina
$4K
PFSC
200
Peoples Financial Services Corp
Pennsylvania
$4K

AEL Hedge Fund Activity: Q2 2021 in Review

212 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2021, worth a combined $2.83B — down 0.62% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 21 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Invesco, adding an estimated $32.4M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $31.5M sold.

  • 212 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2021, down from 230 in Q1 2021.
  • Funds reported $2.83B of American Equity Investment Life Holding Company stock for Q2 2021, down 0.62% quarter-over-quarter.
  • 21 funds opened new American Equity Investment Life Holding Company positions in Q2 2021 and 37 closed out, a net change of -16 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2021 was Invesco, an estimated $32.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2021 was Rubric Capital Management (New York), an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2021.