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AEL

American Equity Investment Life Holding Company

Delisted

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

239 hedge funds and large institutions have $3.2B invested in American Equity Investment Life Holding Company in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% more funds holding

Funds holding: 237239 (+2)

7% less capital invested

Capital invested by funds: $3.43B → $3.2B (-$236M)

44% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 108

86% less call options, than puts

Call options by funds: $230K | Put options by funds: $1.65M

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
60
Reduced
108
Closed
22
Calls
$230K
Puts
$1.65M
Net Calls
-$1.42M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$32K -$14.8K -389 -31%
Lazard Asset Management
202
Lazard Asset Management
New York
$29K +$30.7K +806 New
TWA
203
TCI Wealth Advisors
Arizona
$28K
IA
204
IFP Advisors
Florida
$27K
EWA
205
EverSource Wealth Advisors
Alabama
$26K
ACM
206
Antonetti Capital Management
Florida
$22K
ETC
207
Exchange Traded Concepts
Oklahoma
$20K +$20.6K +540 New
KFI
208
Key Financial Inc
Pennsylvania
$19K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$16K
PCG
210
Private Capital Group
Connecticut
$16K
PA
211
Parallel Advisors
California
$15K
First Manhattan
212
First Manhattan
New York
$10K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.29K +244 +678%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$9K +$7.8K +205 +366%
FPS
215
Fieldpoint Private Securities
Connecticut
$8K -$21.8K -574 -72%
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$1.86K -49 -18%
CA
217
Crewe Advisors
Utah
$8K +$8.22K +216 New
FCA
218
FinTrust Capital Advisors
South Carolina
$7K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$7K +$190 +5 +3%
STCOSD
220
Sageworth Trust Company of South Dakota
South Dakota
$6K -$3.73K -98 -37%
LC
221
Lindbrook Capital
California
$6K -$647 -17 -10%
CSB
222
City State Bank
Iowa
$6K
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
QCG
224
Quadrant Capital Group
Ohio
$5K
JWA
225
JFS Wealth Advisors
Pennsylvania
$5K +$1.68K +44 +51%

AEL Hedge Fund Activity: Q2 2022 in Review

239 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2022, worth a combined $3.2B — down 6.9% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 60 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was BlackRock, cutting an estimated $28.5M.

  • 239 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2022, up from 237 in Q1 2022.
  • Funds reported $3.2B of American Equity Investment Life Holding Company stock for Q2 2022, down 6.9% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q2 2022 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2022 was Morgan Stanley, an estimated $26.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2022 was BlackRock, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2022.