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AEL

American Equity Investment Life Holding Company

Delisted

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

226 hedge funds and large institutions have $1.97B invested in American Equity Investment Life Holding Company in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

6% more capital invested

Capital invested by funds: $1.86B → $1.97B (+$107M)

5% more funds holding

Funds holding: 216226 (+10)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

73% less call options, than puts

Call options by funds: $417K | Put options by funds: $1.56M

Holders
226
Holders Change
+10
Holders Change %
+4.63%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
36
Increased
88
Reduced
71
Closed
20
Calls
$417K
Puts
$1.56M
Net Calls
-$1.15M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$202M +$212M +8,529,563 +39,171%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M +$14.9M +600,302 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$175M +$259K +10,424 +0.1%
Macquarie Group
4
Macquarie Group
Australia
$80.9M -$44.3K -1,782 -0.1%
Ameriprise
5
Ameriprise
Minnesota
$68.1M -$10.9M -440,181 -13%
EARNEST Partners
6
EARNEST Partners
Georgia
$62.4M -$1.19M -47,734 -2%
State Street
7
State Street
Massachusetts
$61.1M +$6.69M +269,315 +12%
AMH
8
Apollo Management Holdings
New York
$60.9M
Pzena Investment Management
9
Pzena Investment Management
New York
$57.4M -$685K -27,603 -1%
Northern Trust
10
Northern Trust
Illinois
$51.2M +$344K +13,864 +0.6%
Invesco
11
Invesco
Georgia
$50.2M -$1.18M -47,526 -2%
SCM
12
Snow Capital Management
Pennsylvania
$47M +$36.2M +1,455,819 +274%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37M +$2.74M +110,361 +8%
ClearBridge Investments
14
ClearBridge Investments
New York
$34.3M +$40.2K +1,620 +0.1%
GT
15
Glenmede Trust
Pennsylvania
$33.8M -$5.96M -240,190 -14%
JP Morgan Chase
16
JP Morgan Chase
New York
$32.7M +$3.37M +135,763 +11%
Bank of America
17
Bank of America
North Carolina
$32.2M +$13.8M +554,672 +69%
Prudential Financial
18
Prudential Financial
New Jersey
$25.5M +$1.12M +45,155 +4%
TA
19
Teachers Advisors
New York
$24.3M -$1.84M -73,968 -7%
PPA
20
Parametric Portfolio Associates
Washington
$22.9M +$1.4M +56,228 +6%
Victory Capital Management
21
Victory Capital Management
Texas
$22.3M +$272K +10,964 +1%
KCM
22
Kennedy Capital Management
Missouri
$21.3M -$16.6M -666,429 -43%
Norges Bank
23
Norges Bank
Norway
$20.1M
Millennium Management
24
Millennium Management
New York
$19.2M +$12.1M +486,835 +150%
CIP
25
Chartwell Investment Partners
Pennsylvania
$17.6M +$1.63M +65,545 +10%

AEL Hedge Fund Activity: Q1 2017 in Review

226 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2017, worth a combined $1.97B — up 5.7% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 20 closed out — a net gain of 16 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Kennedy Capital Management, cutting an estimated $16.6M.

  • 226 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2017, up from 216 in Q4 2016.
  • Funds reported $1.97B of American Equity Investment Life Holding Company stock for Q1 2017, up 5.7% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2017 and 20 closed out, a net change of +16 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2017 was BlackRock, an estimated $212M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2017 was Kennedy Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2017.