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AEL

American Equity Investment Life Holding Company

Delisted

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

199 hedge funds and large institutions have $1.4B invested in American Equity Investment Life Holding Company in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 63

17% more capital invested

Capital invested by funds: $1.2B → $1.4B (+$202M)

1% less funds holding

Funds holding: 201199 (-2)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.43M

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
82
Reduced
63
Closed
26
Calls
$122K
Puts
$1.43M
Net Calls
-$1.31M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$133M +$12.7M +768,482 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$123M +$6.47M +391,769 +6%
BFA
3
BlackRock Fund Advisors
California
$101M +$10.1M +610,765 +12%
Macquarie Group
4
Macquarie Group
Australia
$59.9M -$54.4M -3,294,375 -49%
Ameriprise
5
Ameriprise
Minnesota
$53.8M +$532K +32,238 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$51.7M -$1.1M -66,616 -2%
AMH
7
Apollo Management Holdings
New York
$45.7M
Pzena Investment Management
8
Pzena Investment Management
New York
$45M -$2.27M -137,630 -5%
Invesco
9
Invesco
Georgia
$39M +$1.01M +61,448 +3%
Northern Trust
10
Northern Trust
Illinois
$38.8M +$190K +11,522 +0.5%
State Street
11
State Street
Massachusetts
$35.8M -$1.96M -118,549 -6%
BIT
12
BlackRock Institutional Trust
California
$35M -$1.79M -108,320 -5%
GT
13
Glenmede Trust
Pennsylvania
$33.6M -$2.91M -176,377 -9%
KCM
14
Kennedy Capital Management
Missouri
$29.2M -$2M -121,298 -7%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$26.9M +$1.65M +99,800 +7%
ClearBridge Investments
16
ClearBridge Investments
New York
$25.8M -$61.3K -3,714 -0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24M -$221K -13,380 -1%
TA
18
Teachers Advisors
New York
$19.7M +$874K +52,952 +5%
LCP
19
Lombardia Capital Partners
California
$19.4M -$2.21M -133,692 -11%
Prudential Financial
20
Prudential Financial
New Jersey
$18.3M -$2.24M -135,342 -12%
MFIMFI
21
Mesirow Financial Investment Management - Fixed Income
Illinois
$16.7M +$15.6M +943,420 New
Goldman Sachs
22
Goldman Sachs
New York
$16.2M -$3.47M -209,928 -19%
Norges Bank
23
Norges Bank
Norway
$15.9M +$1.22M +73,900 +9%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$15.6M +$4.5M +272,589 +45%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.8M +$144K +8,702 +1%

AEL Hedge Fund Activity: Q3 2016 in Review

199 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2016, worth a combined $1.4B — up 17% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AEL and 25 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 82 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $15.6M. The largest seller was Macquarie Group, cutting an estimated $54.4M.

  • 199 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2016, down from 201 in Q2 2016.
  • Funds reported $1.4B of American Equity Investment Life Holding Company stock for Q3 2016, up 17% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q3 2016 and 26 closed out, a net change of -1 holder.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $15.6M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2016 was Macquarie Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2016.