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AEL

American Equity Investment Life Holding Company

Delisted

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

234 hedge funds and large institutions have $2.29B invested in American Equity Investment Life Holding Company in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

36% more capital invested

Capital invested by funds: $1.68B → $2.29B (+$607M)

4% more funds holding

Funds holding: 224234 (+10)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

45% less call options, than puts

Call options by funds: $781K | Put options by funds: $1.41M

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
32
Increased
83
Reduced
87
Closed
20
Calls
$781K
Puts
$1.41M
Net Calls
-$632K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$41K -$17.2K -827 -33%
Simplex Trading
202
Simplex Trading
Illinois
$38K -$19.8K -951 -38%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$36K +$1.75K +84 +6%
CWA
204
Carolina Wealth Advisors
South Carolina
$30K
GT
205
Glenmede Trust
Pennsylvania
$30K +$7.71K +370 +41%
PCG
206
Private Capital Group
Connecticut
$22K +$4.15K +199 +29%
HIA
207
Harbor Investment Advisory
Maryland
$14K -$6K -288 -33%
GI
208
Gradient Investments
Minnesota
$13K -$1.77K -85 -14%
S
209
SignatureFD
Georgia
$13K -$626 -30 -5%
MAM
210
Meeder Asset Management
Ohio
$10K -$55.6K -2,665 -87%
TWA
211
TCI Wealth Advisors
Arizona
$10K -$1.06K -51 -11%
PA
212
Parallel Advisors
California
$10K -$42 -2 -0.5%
BCA
213
Berman Capital Advisors
Georgia
$10K +$6.24K +299 +228%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$8K +$6.82K +327 New
CAC
216
Certified Advisory Corp
Florida
$6K
OPS
217
Orion Portfolio Solutions
Nebraska
$6K +$4.9K +235 New
CFGS
218
Concourse Financial Group Securities
Alabama
$4K -$1.46K -70 -33%
LC
219
Lindbrook Capital
California
$4K +$2.15K +103 +191%
CFA
220
Carroll Financial Associates
North Carolina
$3K
PFSC
221
Peoples Financial Services Corp
Pennsylvania
$3K
TFO
222
Tarbox Family Office
California
$3K
FCA
223
FinTrust Capital Advisors
South Carolina
$2K -$2.52K -121 -63%
ST
224
Smithfield Trust
Pennsylvania
$2K
SFS
225
Sowell Financial Services
Arkansas
$2K

AEL Hedge Fund Activity: Q2 2020 in Review

234 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2020, worth a combined $2.29B — up 36% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 20 closed out — a net gain of 12 holders — while 83 added to existing stakes and 87 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Victory Capital Management, cutting an estimated $20M.

  • 234 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2020, up from 224 in Q1 2020.
  • Funds reported $2.29B of American Equity Investment Life Holding Company stock for Q2 2020, up 36% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q2 2020 and 20 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2020 was Citigroup, an estimated $119M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2020 was Victory Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2020.