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AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $1.68B invested in American Equity Investment Life Holding Company in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

9% less funds holding

Funds holding: 246224 (-22)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less capital invested

Capital invested by funds: $2.6B → $1.68B (-$919M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

61% less call options, than puts

Call options by funds: $260K | Put options by funds: $672K

Holders
224
Holders Change
-22
Holders Change %
-8.94%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
85
Reduced
77
Closed
45
Calls
$260K
Puts
$672K
Net Calls
-$412K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$7K -$5.36K -210 -33%
AssetMark Inc
202
AssetMark Inc
California
$6K +$3.47K +136 +79%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$7.04K +276 +468%
CAC
204
Certified Advisory Corp
Florida
$5K
CFG
205
Citizens Financial Group
Rhode Island
$5K
RFM
206
Royal Fund Management
Florida
$5K +$7.65K +300 New
FCA
207
FinTrust Capital Advisors
South Carolina
$4K
CFGS
208
Concourse Financial Group Securities
Alabama
$4K +$5.46K +214 New
TFO
209
Tarbox Family Office
California
$3K -$1.63K -64 -31%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$2K -$2.48K -97 -51%
CFA
211
Carroll Financial Associates
North Carolina
$2K
PFSC
212
Peoples Financial Services Corp
Pennsylvania
$2K
ST
213
Smithfield Trust
Pennsylvania
$2K
SFS
214
Sowell Financial Services
Arkansas
$2K
Kayne Anderson Rudnick Investment Management
215
Kayne Anderson Rudnick Investment Management
California
$2K +$357 +14 +13%
BCA
216
Berman Capital Advisors
Georgia
$2K +$1.58K +62 +90%
AII
217
AGF Investments Inc
Ontario, Canada
$2K +$2.42K +95 New
EI
218
Ellevest Inc
New York
$1K -$204 -8 -11%
GC
219
Globeflex Capital
California
$1K
LC
220
Lindbrook Capital
California
$1K
SF
221
Synovus Financial
Georgia
$1K
VFA
222
Valeo Financial Advisors
Indiana
$1K
ABC
223
Associated Banc-Corp
Wisconsin
$1K +$1.97K +77 New
FGAM
224
Financial Gravity Asset Management
Texas
$200 +$51 +2 +22%
Assenagon Asset Management
225
Assenagon Asset Management
Luxembourg
-$14.4M -482,576 Closed

AEL Hedge Fund Activity: Q1 2020 in Review

224 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2020, worth a combined $1.68B — down 35% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of AEL and 25 opened new positions — a net loss of 20 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $51.9M. The largest seller was Goldman Sachs, cutting an estimated $19.4M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2020, down from 246 in Q4 2019.
  • Funds reported $1.68B of American Equity Investment Life Holding Company stock for Q1 2020, down 35% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q1 2020 and 45 closed out, a net change of -20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2020 was Kohlberg Kravis Roberts & Co, an estimated $51.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2020 was Goldman Sachs, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2020.