We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

213 hedge funds and large institutions have $2.58B invested in American Equity Investment Life Holding Company in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

0% more funds holding

Funds holding: 212213 (+1)

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$241M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.54M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
66
Reduced
86
Closed
16
Calls
$830K
Puts
$1.54M
Net Calls
-$713K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
176
McIlrath & Eck
Washington
$65K -$68.4K -2,193 -50%
CFD
177
Creative Financial Designs
Indiana
$61K
S
178
SignatureFD
Georgia
$49K +$34.7K +1,113 +205%
VCM
179
Versant Capital Management
Arizona
$46K
Fidelity Investments
180
Fidelity Investments
Massachusetts
$43K +$2.71K +87 +6%
AWM
181
Accel Wealth Management
Iowa
$38K -$4.68K -150 -10%
HIA
182
Harbor Investment Advisory
Maryland
$34K
FPS
183
Fieldpoint Private Securities
Connecticut
$25K
PHK
184
Point72 Hong Kong
Hong Kong
$23K +$21.7K +695 +1,022%
TWA
185
TCI Wealth Advisors
Arizona
$22K +$1.72K +55 +8%
GT
186
Glenmede Trust
Pennsylvania
$21K -$2.75K -88 -11%
CG
187
Cutler Group
California
$18K -$16.8K -540 -46%
MAM
188
Meeder Asset Management
Ohio
$18K +$7.49K +240 +66%
ACM
189
Antonetti Capital Management
Florida
$18K +$18.7K +600 New
ST
190
Sageworth Trust
Pennsylvania
$15K
KFI
191
Key Financial Inc
Pennsylvania
$15K +$16.3K +521 New
PCG
192
Private Capital Group
Connecticut
$13K
PA
193
Parallel Advisors
California
$12K
CFG
194
CKW Financial Group
Hawaii
$11K
FCA
195
FinTrust Capital Advisors
South Carolina
$11K
BCA
196
Berman Capital Advisors
Georgia
$10K -$1.65K -53 -13%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$9K +$2.15K +69 +29%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$343 -11 -4%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$6K -$1.22K -39 -17%
LC
200
Lindbrook Capital
California
$5K

AEL Hedge Fund Activity: Q3 2021 in Review

213 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2021, worth a combined $2.58B — down 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AEL positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $20.9M.

  • 213 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.58B of American Equity Investment Life Holding Company stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 20 funds opened new American Equity Investment Life Holding Company positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2021 was River Road Asset Management, an estimated $50.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2021 was BlackRock, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.