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AEL

American Equity Investment Life Holding Company

Delisted

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

213 hedge funds and large institutions have $2.58B invested in American Equity Investment Life Holding Company in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

0% more funds holding

Funds holding: 212213 (+1)

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$241M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.54M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
66
Reduced
86
Closed
16
Calls
$830K
Puts
$1.54M
Net Calls
-$713K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$5K +$780 +25 +19%
CFA
202
Carroll Financial Associates
North Carolina
$4K
TFO
203
Tarbox Family Office
California
$4K
HPC
204
HM Payson & Co
Maine
$3K
IA
205
IFP Advisors
Florida
$2K +$250 +8 New
RTL
206
Red Tortoise LLC
Georgia
$2K +$1.5K +48 New
CFGS
207
Concourse Financial Group Securities
Alabama
$1K
EI
208
Ellevest Inc
New York
$1K
PWMG
209
Prestige Wealth Management Group
New Jersey
$1K
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$239
EGM
211
Engineers Gate Manager
New York
-$671K -20,775 Closed
II
212
Inspire Investing
Idaho
-$520K -16,104 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
-$471K -15,101 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
214
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$456K -14,100 Closed
QIM
215
Quantitative Investment Management
Virginia
-$362K -11,221 Closed
KBC Group
216
KBC Group
Belgium
-$242K -7,488 Closed
CM
217
Capula Management
Cayman Islands
-$229K -7,099 Closed
AAM
218
Autus Asset Management
Arizona
-$228K -7,040 Closed
PCM
219
Prelude Capital Management
New York
-$202K -6,248 Closed
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
-$165K -5,108 Closed
Creative Planning
221
Creative Planning
Kansas
-$129K -4,000 Closed
FC
222
FORA Capital
Florida
-$114K -3,536 Closed
H
223
Hexavest
Quebec, Canada
-$102K -3,157 Closed
ED
224
Exane Derivatives
France
-$64.4K -2,080 Closed
PFSC
225
Peoples Financial Services Corp
Pennsylvania
-$4K -111 Closed

AEL Hedge Fund Activity: Q3 2021 in Review

213 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2021, worth a combined $2.58B — down 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AEL positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $20.9M.

  • 213 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.58B of American Equity Investment Life Holding Company stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 20 funds opened new American Equity Investment Life Holding Company positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2021 was River Road Asset Management, an estimated $50.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2021 was BlackRock, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.