We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $4.29B invested in American Equity Investment Life Holding Company in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2% more capital invested

Capital invested by funds: $4.21B → $4.29B (+$85.2M)

2% less funds holding

Funds holding: 250244 (-6)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

93% less call options, than puts

Call options by funds: $51K | Put options by funds: $686K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
33
Increased
74
Reduced
89
Closed
37
Calls
$51K
Puts
$686K
Net Calls
-$635K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$26K +$14.5K +261 +127%
GI
202
GAMMA Investing
California
$24.8K
PWMG
203
Private Wealth Management Group
New Jersey
$24.6K
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$23.1K +$22.8K +410 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$21.9K +$500 +9 +2%
LC
206
Lindbrook Capital
California
$10.6K
BTI
207
Blue Trust Inc
Georgia
$9.95K -$1.28K -23 -12%
GRP
208
Global Retirement Partners
California
$9.9K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$8.8K +$8.72K +157 New
AWM
210
Avior Wealth Management
Nebraska
$8.21K +$8.11K +146 New
NS
211
NBC Securities
Alabama
$8K -$20.5K -368 -71%
PTC
212
Private Trust Company
Ohio
$7.53K -$333 -6 -4%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$7.31K -$341K -6,128 -98%
Bessemer Group
214
Bessemer Group
New Jersey
$7K +$4.39K +79 +134%
PS
215
Principal Securities
Iowa
$6.69K +$1.06K +19 +19%
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.63K
CTC
217
Cetera Trust Company
Minnesota
$6.52K
SAM
218
Smartleaf Asset Management
Massachusetts
$6.13K +$6.06K +109 New
CP
219
Castleview Partners
Texas
$5.62K
First Manhattan
220
First Manhattan
New York
$5.62K
FFA
221
Farther Finance Advisors
California
$5.05K -$1K -18 -17%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$4.16K
NA
223
NewEdge Advisors
Louisiana
$4.1K
MG
224
Mather Group
Illinois
$4.02K +$4K +72 New
BIA
225
Bell Investment Advisors
California
$2.87K

AEL Hedge Fund Activity: Q1 2024 in Review

244 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2024, worth a combined $4.29B — up 2% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 33 opened new positions — a net loss of 4 holders — while 89 trimmed existing stakes and 74 added.

The largest buyer was Glazer Capital LLC, adding an estimated $77.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $49.4M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $4.29B of American Equity Investment Life Holding Company stock for Q1 2024, up 2% quarter-over-quarter.
  • 33 funds opened new American Equity Investment Life Holding Company positions in Q1 2024 and 37 closed out, a net change of -4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2024 was Glazer Capital LLC, an estimated $77.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2024 was Dimensional Fund Advisors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q1 2024.