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AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
FDx Advisors
Illinois
$266K -$133K -3,680 -33%
IR
202
Invictus RG
Bermuda
$254K +$259K +7,184 New
SS
203
Simplicity Solutions
Minnesota
$253K +$20.5K +568 +9%
WAM
204
Wakefield Asset Management
Colorado
$252K +$258K +7,131 New
ECM
205
Everence Capital Management
Indiana
$240K
AG
206
Advisor Group
Arizona
$236K +$68.1K +1,884 +39%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$234K -$114K -3,154 -32%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$229K -$20.2K -558 -8%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$212K +$19.3K +534 +10%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$210K -$60.4K -1,672 -22%
IIC
211
Integrated Investment Consultants
Michigan
$207K +$8.81K +244 +4%
6M
212
6 Meridian
Kansas
$203K +$614 +17 +0.3%
PHK
213
Point72 Hong Kong
Hong Kong
$161K +$164K +4,544 New
GI
214
Gradient Investments
Minnesota
$131K
STA
215
Summit Trail Advisors
New York
$115K +$117K +3,245 New
VCM
216
Vigilant Capital Management
Maine
$110K
H
217
Hexavest
Quebec, Canada
$107K +$21.4K +593 +24%
HNB
218
Huntington National Bank
Ohio
$103K -$4.19K -116 -4%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$103K +$49.9K +1,381 +99%
CMBA
220
C.M. Bidwell & Associates
Hawaii
$100K -$122K -3,385 -54%
OWA
221
One Wealth Advisors
California
$97K -$2.46K -68 -2%
VCM
222
Versant Capital Management
Arizona
$97K
LIA
223
LS Investment Advisors
Michigan
$90K -$7.84K -217 -8%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$89K -$1.3K -36 -1%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$77K +$78.2K +2,164 New

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.