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AEL

American Equity Investment Life Holding Company

Delisted

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

237 hedge funds and large institutions have $3.43B invested in American Equity Investment Life Holding Company in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 232237 (+5)

1% more call options, than puts

Call options by funds: $566K | Put options by funds: $561K

0% more capital invested

Capital invested by funds: $3.42B → $3.43B (+$10.8M)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
82
Reduced
85
Closed
30
Calls
$566K
Puts
$561K
Net Calls
+$5K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$31K +$1.41K +35 +5%
EWA
202
EverSource Wealth Advisors
Alabama
$27K
IA
203
IFP Advisors
Florida
$27K +$14.9K +369 +2,171%
TRCT
204
Tower Research Capital (TRC)
New York
$25K -$13.4K -333 -35%
ACM
205
Antonetti Capital Management
Florida
$24K
KFI
206
Key Financial Inc
Pennsylvania
$21K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$18K
PCG
208
Private Capital Group
Connecticut
$17K -$725 -18 -4%
PA
209
Parallel Advisors
California
$17K
STCOSD
210
Sageworth Trust Company of South Dakota
South Dakota
$11K -$4.63K -115 -30%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$81 -2 -0.7%
First Manhattan
212
First Manhattan
New York
$11K
FCA
213
FinTrust Capital Advisors
South Carolina
$8K -$7.49K -186 -49%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$8K
CSB
215
City State Bank
Iowa
$7K
LC
216
Lindbrook Capital
California
$7K +$684 +17 +11%
Group One Trading
217
Group One Trading
Illinois
$6K -$5.56K -138 -46%
QCG
218
Quadrant Capital Group
Ohio
$6K
TFO
219
Tarbox Family Office
California
$6K
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.75K +118 New
CP
221
Castleview Partners
Texas
$3K -$153K -3,792 -97%
FAG
222
Fortitude Advisory Group
Washington
$3K +$1.05K +26 +45%
JWA
223
JFS Wealth Advisors
Pennsylvania
$3K +$2.05K +51 +146%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$2K -$6.68K -166 -75%
EI
225
Ellevest Inc
New York
$2K -$403 -10 -17%

AEL Hedge Fund Activity: Q1 2022 in Review

237 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2022, worth a combined $3.43B — up 0.32% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 30 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $273M. The largest seller was Lakewood Capital Management, cutting an estimated $58.8M.

  • 237 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2022, up from 232 in Q4 2021.
  • Funds reported $3.43B of American Equity Investment Life Holding Company stock for Q1 2022, up 0.32% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q1 2022 and 30 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2022 was Brookfield Corp, an estimated $273M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2022 was Lakewood Capital Management, an estimated $58.8M sold.

Based on aggregated 13F filings for Q1 2022.