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AEL

American Equity Investment Life Holding Company

Delisted

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

239 hedge funds and large institutions have $3.2B invested in American Equity Investment Life Holding Company in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% more funds holding

Funds holding: 237239 (+2)

7% less capital invested

Capital invested by funds: $3.43B → $3.2B (-$236M)

44% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 108

86% less call options, than puts

Call options by funds: $230K | Put options by funds: $1.65M

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
60
Reduced
108
Closed
22
Calls
$230K
Puts
$1.65M
Net Calls
-$1.42M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$220K
HC
177
Henshaw Capital
Massachusetts
$218K
AP
178
Advisor Partners
California
$215K +$3.01K +79 +1%
PCMC
179
Paragon Capital Management (Colorado)
Colorado
$215K +$223K +5,868 New
AIP
180
Ameritas Investment Partners
Nebraska
$213K -$19K -498 -8%
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$213K +$23.3K +612 +12%
CC
182
Centiva Capital
New York
$213K +$222K +5,822 New
GHA
183
GW Henssler & Associates
Georgia
$203K +$211K +5,552 New
CIBC World Market
184
CIBC World Market
Ontario, Canada
$201K +$209K +5,500 New
Truist Financial
185
Truist Financial
North Carolina
$200K -$7.8K -205 -4%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$193K
MLICM
187
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$12.4K -327 -7%
LB
188
Legacy Bridge
Iowa
$169K -$76.1K -2,000 -30%
CMF
189
Counterpoint Mutual Funds
California
$120K +$62.7K +1,648 +101%
ME
190
McIlrath & Eck
Washington
$89K +$9.29K +244 +11%
SWA
191
Sutton Wealth Advisors
Florida
$84.7K -$1.1K -29 -1%
C
192
Covestor
United Kingdom
$79K -$990 -26 -1%
UBS Group
193
UBS Group
Switzerland
$67K -$2.02M -53,105 -97%
CP
194
Castleview Partners
Texas
$53K +$10.7K +282 +282%
VCM
195
Versant Capital Management
Arizona
$50K
Nomura Asset Management
196
Nomura Asset Management
Japan
$48.3K
HIA
197
Harbor Investment Advisory
Maryland
$42K
AWM
198
Accel Wealth Management
Iowa
$41K -$3.81K -100 -8%
BAM
199
Byrne Asset Management
New Jersey
$38K +$2.28K +60 +6%
CA
200
CoreCap Advisors
Michigan
$38K +$40K +1,052 New

AEL Hedge Fund Activity: Q2 2022 in Review

239 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2022, worth a combined $3.2B — down 6.9% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 60 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was BlackRock, cutting an estimated $28.5M.

  • 239 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2022, up from 237 in Q1 2022.
  • Funds reported $3.2B of American Equity Investment Life Holding Company stock for Q2 2022, down 6.9% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q2 2022 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2022 was Morgan Stanley, an estimated $26.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2022 was BlackRock, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2022.