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AEL

American Equity Investment Life Holding Company

Delisted

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

227 hedge funds and large institutions have $2.21B invested in American Equity Investment Life Holding Company in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 74

12% more capital invested

Capital invested by funds: $1.97B → $2.21B (+$240M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 226227 (+1)

88% less call options, than puts

Call options by funds: $354K | Put options by funds: $2.92M

Holders
227
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
28
Increased
90
Reduced
74
Closed
26
Calls
$354K
Puts
$2.92M
Net Calls
-$2.56M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$232M +$11M +450,110 +5%
BlackRock
2
BlackRock
New York
$222M -$2.53M -103,945 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$196M +$946K +38,858 +0.5%
Macquarie Group
4
Macquarie Group
Australia
$91.7M +$1.66M +68,124 +2%
AMH
5
Apollo Management Holdings
New York
$85.8M +$16.8M +688,255 +27%
EARNEST Partners
6
EARNEST Partners
Georgia
$70M +$572K +23,475 +0.9%
State Street
7
State Street
Massachusetts
$66M -$1.88M -77,043 -3%
Pzena Investment Management
8
Pzena Investment Management
New York
$64M +$224K +9,196 +0.4%
SCM
9
Snow Capital Management
Pennsylvania
$64M +$10.9M +448,770 +23%
Ameriprise
10
Ameriprise
Minnesota
$62.5M -$12.2M -502,911 -17%
Invesco
11
Invesco
Georgia
$58.5M +$2.42M +99,297 +5%
Northern Trust
12
Northern Trust
Illinois
$58.1M +$1.02M +42,035 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$39.4M -$1.65M -67,748 -4%
ClearBridge Investments
14
ClearBridge Investments
New York
$38.3M +$70.3K +2,887 +0.2%
Bank of America
15
Bank of America
North Carolina
$38.2M +$2.16M +88,525 +6%
Norges Bank
16
Norges Bank
Norway
$35.3M +$12M +491,704 +58%
Prudential Financial
17
Prudential Financial
New Jersey
$34M +$5.25M +215,563 +20%
GT
18
Glenmede Trust
Pennsylvania
$33.8M
JP Morgan Chase
19
JP Morgan Chase
New York
$33.5M -$2.56M -105,252 -8%
Victory Capital Management
20
Victory Capital Management
Texas
$33.1M +$7.63M +313,332 +33%
TA
21
Teachers Advisors
New York
$28.6M +$1.46M +60,127 +6%
PPA
22
Parametric Portfolio Associates
Washington
$24.9M -$471K -19,340 -2%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.4M +$1.75M +71,845 +10%
Charles Schwab
24
Charles Schwab
California
$19M +$2.64M +108,373 +18%
SCM
25
Schneider Capital Management
Pennsylvania
$18.9M +$4.35M +178,756 +33%

AEL Hedge Fund Activity: Q2 2017 in Review

227 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2017, worth a combined $2.21B — up 12% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEL positions and 26 closed out — a net gain of 2 holders — while 90 added to existing stakes and 74 trimmed.

The largest buyer was Apollo Management Holdings, adding an estimated $16.8M. The largest seller was Millennium Management, cutting an estimated $19.4M.

  • 227 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2017, up from 226 in Q1 2017.
  • Funds reported $2.21B of American Equity Investment Life Holding Company stock for Q2 2017, up 12% quarter-over-quarter.
  • 28 funds opened new American Equity Investment Life Holding Company positions in Q2 2017 and 26 closed out, a net change of +2 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2017 was Apollo Management Holdings, an estimated $16.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2017 was Millennium Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2017.