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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$235K
GCP
202
GSA Capital Partners
United Kingdom
$233K +$254K +7,946 New
FIM
203
Freedom Investment Management
Connecticut
$231K +$2.88K +90 +1%
HC
204
Henshaw Capital
Massachusetts
$231K
CMBA
205
C.M. Bidwell & Associates
Hawaii
$221K -$90K -2,810 -27%
RCM
206
Riverhead Capital Management
Delaware
$221K
AIP
207
Ameritas Investment Partners
Nebraska
$217K
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$211K -$18.2K -567 -7%
BA
209
BKS Advisors
Michigan
$207K +$226K +7,050 New
NA
210
Neuburgh Advisers
California
$201K
VWA
211
V Wealth Advisors
Kansas
$200K -$352 -11 -0.2%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$192K -$48K -1,498 -19%
PHK
213
Point72 Hong Kong
Hong Kong
$188K +$205K +6,406 New
IIC
214
Integrated Investment Consultants
Michigan
$169K +$185K +5,765 New
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$160K
AG
216
Advisor Group
Arizona
$139K -$37.5K -1,172 -20%
PG
217
PEAK6 Group
Illinois
$124K +$136K +4,236 New
GI
218
Gradient Investments
Minnesota
$109K +$12.8K +399 +12%
Fuller & Thaler Asset Management
219
Fuller & Thaler Asset Management
California
$97K +$35.2K +1,100 +50%
QT
220
Quantbot Technologies
New York
$91K -$716K -22,375 -88%
HNB
221
Huntington National Bank
Ohio
$90K +$24K +750 +32%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$81K +$4.51K +141 +5%
VCM
223
Versant Capital Management
Arizona
$80K -$1.79K -56 -2%
LIA
224
LS Investment Advisors
Michigan
$79K +$2.56K +80 +3%
OWA
225
One Wealth Advisors
California
$73K +$8.68K +271 +12%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.