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AEL

American Equity Investment Life Holding Company

Delisted

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

265 hedge funds and large institutions have $2.59B invested in American Equity Investment Life Holding Company in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

15% more funds holding

Funds holding: 230265 (+35)

5% more capital invested

Capital invested by funds: $2.47B → $2.59B (+$114M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
201
Xact Kapitalforvaltning
Sweden
$254K +$251K +8,267 New
Stifel Financial
202
Stifel Financial
Missouri
$252K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$247K +$100K +3,304 +70%
SCM
204
Shelton Capital Management
Colorado
$246K
HC
205
Henshaw Capital
Massachusetts
$242K +$1.91K +63 +0.8%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$239K -$24.7K -816 -10%
FIM
207
Freedom Investment Management
Connecticut
$239K +$236K +7,792 New
RCM
208
Riverhead Capital Management
Delaware
$231K +$45.5K +1,500 +25%
CCIA
209
Campbell & Co Investment Adviser
Maryland
$228K +$225K +7,406 New
AIP
210
Ameritas Investment Partners
Nebraska
$227K
AA
211
ALPS Advisors
Colorado
$223K +$220K +7,261 New
NA
212
Neuburgh Advisers
California
$210K +$44.2K +1,456 +27%
ECM
213
Everence Capital Management
Indiana
$209K +$206K +6,800 New
VWA
214
V Wealth Advisors
Kansas
$209K +$207K +6,816 New
Simplex Trading
215
Simplex Trading
Illinois
$203K +$201K +6,620 New
AG
216
Advisor Group
Arizona
$182K +$45.3K +1,493 +34%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$168K +$45.7K +1,507 +38%
GI
218
Gradient Investments
Minnesota
$101K +$100K +3,300 New
VCM
219
Versant Capital Management
Arizona
$85K +$91 +3 +0.1%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$81K +$79.1K +2,607 +11,850%
LIA
221
LS Investment Advisors
Michigan
$80K -$11.6K -382 -13%
HNB
222
Huntington National Bank
Ohio
$71K
PFA
223
Pathway Financial Advisors
Vermont
$69K +$67.6K +2,230 New
Fuller & Thaler Asset Management
224
Fuller & Thaler Asset Management
California
$68K
OWA
225
One Wealth Advisors
California
$68K +$67.5K +2,227 New

AEL Hedge Fund Activity: Q4 2017 in Review

265 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2017, worth a combined $2.59B — up 4.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEL positions and 16 closed out — a net gain of 38 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $32.3M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $95M sold.

  • 265 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2017, up from 230 in Q3 2017.
  • Funds reported $2.59B of American Equity Investment Life Holding Company stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 54 funds opened new American Equity Investment Life Holding Company positions in Q4 2017 and 16 closed out, a net change of +38 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $32.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2017 was Apollo Management Holdings, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2017.