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AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$398K +$397K +7,424 New
ECM
177
EMC Capital Management
Texas
$397K -$58.6K -1,096 -13%
LWA
178
Lineweaver Wealth Advisors
Ohio
$391K
FC
179
FORA Capital
Florida
$375K +$374K +6,985 New
Creative Planning
180
Creative Planning
Kansas
$354K -$146K -2,734 -29%
API
181
Advisor Partners II
California
$345K +$7.65K +143 +2%
QCM
182
QRG Capital Management
Illinois
$343K +$342K +6,395 New
FIM
183
Freedom Investment Management
Connecticut
$338K -$146K -2,735 -30%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$336K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$334K
SWP
186
Stratos Wealth Partners
Ohio
$323K
US Bancorp
187
US Bancorp
Minnesota
$322K -$379K -7,090 -54%
VI
188
Vestcor Inc
New Brunswick, Canada
$313K +$312K +5,834 New
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$308K
PWM
190
Paulson Wealth Management
Illinois
$303K +$29.5K +551 +11%
CGH
191
Crossmark Global Holdings
Texas
$281K -$37.9K -709 -12%
Osaic Holdings
192
Osaic Holdings
Arizona
$281K +$45.2K +845 +19%
AA
193
AlphaMark Advisors
Kentucky
$267K +$266K +4,980 New
Mariner
194
Mariner
Kansas
$250K -$57.1K -1,067 -19%
X
195
Xponance
Pennsylvania
$249K +$1.98K +37 +0.8%
Lido Advisors
196
Lido Advisors
California
$249K +$248K +4,633 New
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$243K -$10.9K -204 -4%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$240K
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$240K +$12K +225 +5%
PFO
200
Pathstone Family Office
New Jersey
$230K +$229K +4,281 New

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.