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AEL

American Equity Investment Life Holding Company

Delisted

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

242 hedge funds and large institutions have $2.46B invested in American Equity Investment Life Holding Company in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $1.98M

109% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $1.99B → $2.46B (+$477M)

16% more funds holding

Funds holding: 209242 (+33)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 88

Holders
242
Holders Change
+33
Holders Change %
+15.79%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
58
Reduced
88
Closed
32
Calls
$5.78M
Puts
$1.98M
Net Calls
+$3.8M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
201
Federated Hermes
Pennsylvania
$48K -$242K -8,785 -84%
VCM
202
Versant Capital Management
Arizona
$46K +$303 +11 +0.7%
FC
203
FORA Capital
Florida
$40K +$40K +1,449 New
Fidelity Investments
204
Fidelity Investments
Massachusetts
$36K
HIA
205
Harbor Investment Advisory
Maryland
$32K -$1.1K -40 -3%
Lazard Asset Management
206
Lazard Asset Management
New York
$29K +$29K +1,053 New
CWA
207
Carolina Wealth Advisors
South Carolina
$28K
FCH
208
Freestone Capital Holdings
Washington
$27.7K
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K -$44.7K -1,622 -62%
SIAG
210
Safeguard Investment Advisory Group
California
$24K +$24.8K +898 New
PCG
211
Private Capital Group
Connecticut
$17K -$4.22K -153 -20%
S
212
SignatureFD
Georgia
$15K -$827 -30 -5%
EARNEST Partners
213
EARNEST Partners
Georgia
$13K -$94.4M -3,423,468 -100%
PA
214
Parallel Advisors
California
$12K
TWA
215
TCI Wealth Advisors
Arizona
$12K
FPS
216
Fieldpoint Private Securities
Connecticut
$12K +$12.3K +445 New
FBT
217
First Bank & Trust
South Dakota
$11K -$68.5K -2,484 -86%
GI
218
Gradient Investments
Minnesota
$11K
BCA
219
Berman Capital Advisors
Georgia
$11K +$28 +1 +0.2%
FCA
220
FinTrust Capital Advisors
South Carolina
$11K +$110 +4 +1%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$9K
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$8K +$7.94K +288 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$7K -$2.81K -102 -30%
QCG
224
Quadrant Capital Group
Ohio
$7K -$1.35K -49 -16%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$7K +$5.24K +190 +380%

AEL Hedge Fund Activity: Q4 2020 in Review

242 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2020, worth a combined $2.46B — up 24% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AEL positions and 32 closed out — a net gain of 35 holders — while 58 added to existing stakes and 88 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $251M. The largest seller was Citigroup, cutting an estimated $224M.

  • 242 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2020, up from 209 in Q3 2020.
  • Funds reported $2.46B of American Equity Investment Life Holding Company stock for Q4 2020, up 24% quarter-over-quarter.
  • 67 funds opened new American Equity Investment Life Holding Company positions in Q4 2020 and 32 closed out, a net change of +35 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2020 was Brookfield Corp, an estimated $251M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2020 was Citigroup, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2020.