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AEL

American Equity Investment Life Holding Company

Delisted

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

246 hedge funds and large institutions have $2.6B invested in American Equity Investment Life Holding Company in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,060% more call options, than puts

Call options by funds: $308K | Put options by funds: $5K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $2.05B → $2.6B (+$553M)

1% more funds holding

Funds holding: 244246 (+2)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
246
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
31
Increased
85
Reduced
93
Closed
22
Calls
$308K
Puts
$5K
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
201
C.M. Bidwell & Associates
Hawaii
$142K +$128K +4,735 New
SBSB
202
Sullivan, Bruyette, Speros & Blaney
Virginia
$132K
FMT
203
First Mercantile Trust
Tennessee
$111K -$1.08K -40 -1%
LIA
204
LS Investment Advisors
Michigan
$80K
CSS
205
Cubist Systematic Strategies
Connecticut
$75K -$228K -8,402 -77%
GI
206
Gradient Investments
Minnesota
$62K -$68.7K -2,535 -55%
VCM
207
Versant Capital Management
Arizona
$48K -$54 -2 -0.1%
SWA
208
Sutton Wealth Advisors
Florida
$44.4K +$1.38K +51 +4%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$43K
FBT
210
First Bank & Trust
South Dakota
$41K +$27.3K +1,007 +289%
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$33K +$5.02K +185 +20%
FGAM
212
Financial Gravity Asset Management
Texas
$30K -$81 -3 -25%
AP
213
Advisors Preferred
Maryland
$28K +$25.6K +945 New
GT
214
Glenmede Trust
Pennsylvania
$26K +$4.04K +149 +20%
GDP
215
Great Diamond Partners
Maine
$23K +$20.9K +771 New
CWA
216
Carolina Wealth Advisors
South Carolina
$22K +$19.8K +729 New
EW
217
Evoke Wealth
California
$20.9K
PA
218
Parallel Advisors
California
$19K +$27 +1 +0.2%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$16K
TWA
220
TCI Wealth Advisors
Arizona
$15K
ASN
221
Advisory Services Network
Georgia
$15K +$461 +17 +3%
QCG
222
Quadrant Capital Group
Ohio
$11K +$8.35K +308 +171%
Simplex Trading
223
Simplex Trading
Illinois
$10K -$380 -14 -4%
GAM
224
Gemmer Asset Management
California
$8K -$325 -12 -5%
CFG
225
Citizens Financial Group
Rhode Island
$8K

AEL Hedge Fund Activity: Q4 2019 in Review

246 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2019, worth a combined $2.6B — up 27% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $66M. The largest seller was Snow Capital Management, cutting an estimated $23.1M.

  • 246 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2019, up from 244 in Q3 2019.
  • Funds reported $2.6B of American Equity Investment Life Holding Company stock for Q4 2019, up 27% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2019 was Kohlberg Kravis Roberts & Co, an estimated $66M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2019 was Snow Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.