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AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
201
Hancock Whitney
Mississippi
$221K +$1.23K +23 +0.6%
TRCT
202
Tower Research Capital (TRC)
New York
$219K -$759K -14,186 -78%
PA
203
Profund Advisors
Maryland
$205K -$16.2K -302 -7%
MAM
204
Meeder Asset Management
Ohio
$169K +$168K +3,143 New
LB
205
Legacy Bridge
Iowa
$161K -$47.1K -880 -23%
SAM
206
Shell Asset Management
Netherlands
$159K -$2.46K -46 -2%
PA
207
Parallel Advisors
California
$125K
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K -$2.5M -46,762 -96%
KBC Group
209
KBC Group
Belgium
$89K -$175K -3,272 -66%
VCM
210
Versant Capital Management
Arizona
$68.6K -$4.23K -79 -6%
KI
211
Kapitalo Investimentos
Brazil
$55.4K +$55.3K +1,033 New
Nomura Asset Management
212
Nomura Asset Management
Japan
$54.7K
SSG
213
Summit Securities Group
New York
$54K
EWA
214
EverSource Wealth Advisors
Alabama
$46.1K
ACM
215
Antonetti Capital Management
Florida
$32.2K
NS
216
NBC Securities
Alabama
$30K +$30.4K +568 New
S
217
SignatureFD
Georgia
$29.1K
CAS
218
Coppell Advisory Solutions
Texas
$28.6K
KFI
219
Key Financial Inc
Pennsylvania
$27.9K
QCG
220
Quadrant Capital Group
Ohio
$25.6K +$1.77K +33 +7%
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
$21.6K +$21.5K +402 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$20.4K
C
223
Covestor
United Kingdom
$12K -$93.7K -1,752 -89%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$12K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$10.7K

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.