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AEL

American Equity Investment Life Holding Company

Delisted

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

254 hedge funds and large institutions have $3.1B invested in American Equity Investment Life Holding Company in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

6% more funds holding

Funds holding: 239254 (+15)

3% less capital invested

Capital invested by funds: $3.2B → $3.1B (-$94.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
254
Holders Change
+15
Holders Change %
+6.28%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
70
Reduced
108
Closed
19
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
201
Pictet Asset Management (Switzerland)
Switzerland
$201K +$203K +5,400 New
LB
202
Legacy Bridge
Iowa
$173K
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$163K -$12.8K -342 -7%
GT
204
Glenmede Trust
Pennsylvania
$156K +$158K +4,210 New
CMF
205
Counterpoint Mutual Funds
California
$130K +$7.32K +195 +6%
PHK
206
Point72 Hong Kong
Hong Kong
$120K -$120K -3,209 -50%
ME
207
McIlrath & Eck
Washington
$91K
SWA
208
Sutton Wealth Advisors
Florida
$80.3K -$6.08K -162 -7%
C
209
Covestor
United Kingdom
$80K -$413 -11 -0.5%
WFA
210
Wipfli Financial Advisors
Wisconsin
$71K +$71.4K +1,902 New
VCM
211
Versant Capital Management
Arizona
$50K -$1.05K -28 -2%
Nomura Asset Management
212
Nomura Asset Management
Japan
$49.2K
AWM
213
Accel Wealth Management
Iowa
$48K
BAM
214
Byrne Asset Management
New Jersey
$46K +$8.14K +217 +21%
Lazard Asset Management
215
Lazard Asset Management
New York
$45K +$15.1K +402 +50%
HIA
216
Harbor Investment Advisory
Maryland
$43K
ETC
217
Exchange Traded Concepts
Oklahoma
$43K +$23.2K +618 +114%
IA
218
IFP Advisors
Florida
$42K +$15K +400 +104%
TWA
219
TCI Wealth Advisors
Arizona
$30K +$1.46K +39 +5%
EWA
220
EverSource Wealth Advisors
Alabama
$26K
ACM
221
Antonetti Capital Management
Florida
$22K
S
222
SignatureFD
Georgia
$20K -$12.8K -341 -39%
KFI
223
Key Financial Inc
Pennsylvania
$19K
PA
224
Parallel Advisors
California
$16K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$15K +$4.31K +115 +41%

AEL Hedge Fund Activity: Q3 2022 in Review

254 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2022, worth a combined $3.1B — down 2.9% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 19 closed out — a net gain of 18 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $42M.

  • 254 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $3.1B of American Equity Investment Life Holding Company stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q3 2022 and 19 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2022 was Ophir Asset Management, an estimated $16.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2022 was BlackRock, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2022.