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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $2.05B invested in American Equity Investment Life Holding Company in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

0% more call options, than puts

Call options by funds: $7K | Put options by funds: $7K

2% less funds holding

Funds holding: 250244 (-6)

11% less capital invested

Capital invested by funds: $2.3B → $2.05B (-$257M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
102
Reduced
77
Closed
28
Calls
$7K
Puts
$7K
Net Calls
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$65K
PCM
202
Prelude Capital Management
New York
$61K
GRP
203
Global Retirement Partners
California
$60K
SO
204
STRS Ohio
Ohio
$55K -$566K -23,400 -91%
VCM
205
Versant Capital Management
Arizona
$39K
SWA
206
Sutton Wealth Advisors
Florida
$34.7K
Fidelity Investments
207
Fidelity Investments
Massachusetts
$34K -$2.54K -105 -7%
NIT
208
NumerixS Investment Technologies
British Columbia, Canada
$34K +$7.25K +300 +27%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$29.6K -$9.31K -385 -24%
AIC
210
Ameritas Investment Company
Nebraska
$27K +$27.5K +1,136 New
EW
211
Evoke Wealth
California
$16.9K +$16.9K +699 New
PA
212
Parallel Advisors
California
$15K -$3.34K -138 -18%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$15K +$10.5K +436 +92%
ASN
214
Advisory Services Network
Georgia
$14K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$13K
TWA
216
TCI Wealth Advisors
Arizona
$12K
PCG
217
Private Capital Group
Connecticut
$10K -$411 -17 -4%
Simplex Trading
218
Simplex Trading
Illinois
$9K +$9.16K +379 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$8K
FBT
220
First Bank & Trust
South Dakota
$8K +$1.98K +82 +31%
CAC
221
Certified Advisory Corp
Florida
$6K
CFG
222
Citizens Financial Group
Rhode Island
$6K
GAM
223
Gemmer Asset Management
California
$6K +$653 +27 +11%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$6K +$5.78K +239 New
PRC
225
Pearl River Capital
Michigan
$5K -$4.11K -170 -47%

AEL Hedge Fund Activity: Q3 2019 in Review

244 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2019, worth a combined $2.05B — down 11% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AEL and 23 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Macquarie Group, adding an estimated $18.4M. The largest seller was Invesco, cutting an estimated $41.9M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $2.05B of American Equity Investment Life Holding Company stock for Q3 2019, down 11% quarter-over-quarter.
  • 23 funds opened new American Equity Investment Life Holding Company positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2019 was Macquarie Group, an estimated $18.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2019 was Invesco, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2019.