We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

265 hedge funds and large institutions have $2.59B invested in American Equity Investment Life Holding Company in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

15% more funds holding

Funds holding: 230265 (+35)

5% more capital invested

Capital invested by funds: $2.47B → $2.59B (+$114M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less call options, than puts

Call options by funds: $203K | Put options by funds: $489K

Holders
265
Holders Change
+35
Holders Change %
+15.22%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
104
Reduced
68
Closed
16
Calls
$203K
Puts
$489K
Net Calls
-$286K
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$287M +$8.93M +294,435 +3%
BlackRock
2
BlackRock
New York
$266M +$2.64M +87,001 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$232M +$2.21M +73,024 +1%
Macquarie Group
4
Macquarie Group
Australia
$108M -$2.28M -75,121 -2%
EARNEST Partners
5
EARNEST Partners
Georgia
$80.6M -$2.73M -90,144 -3%
State Street
6
State Street
Massachusetts
$79.1M +$2.97M +97,857 +4%
SCM
7
Snow Capital Management
Pennsylvania
$68.8M -$1.18M -38,747 -2%
Ameriprise
8
Ameriprise
Minnesota
$67.3M -$6.76M -222,978 -9%
Northern Trust
9
Northern Trust
Illinois
$67.3M -$738K -24,333 -1%
Invesco
10
Invesco
Georgia
$60.7M -$7.52M -248,079 -11%
Pzena Investment Management
11
Pzena Investment Management
New York
$53.7M -$3.09M -102,045 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$47M +$3.3M +108,930 +8%
ClearBridge Investments
13
ClearBridge Investments
New York
$44.8M +$29.9K +985 +0.1%
Norges Bank
14
Norges Bank
Norway
$39.6M -$1.19M -39,133 -3%
Victory Capital Management
15
Victory Capital Management
Texas
$39.2M +$291K +9,587 +0.8%
Bank of America
16
Bank of America
North Carolina
$38.7M -$21.5M -708,232 -36%
JP Morgan Chase
17
JP Morgan Chase
New York
$37.9M +$267K +8,797 +0.7%
TA
18
Teachers Advisors
New York
$32.9M +$1.35M +44,607 +4%
HAI
19
Hennessy Advisors Inc
California
$32.7M +$32.3M +1,065,600 New
Prudential Financial
20
Prudential Financial
New Jersey
$31.2M +$5.01M +165,091 +19%
PPA
21
Parametric Portfolio Associates
Washington
$28.9M +$444K +14,657 +2%
Goldman Sachs
22
Goldman Sachs
New York
$28.2M +$2.93M +96,544 +12%
Charles Schwab
23
Charles Schwab
California
$27.8M +$3.85M +127,097 +16%
Wells Fargo
24
Wells Fargo
California
$26.2M +$10.5M +344,654 +68%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$26M +$13.2M +435,341 +106%

AEL Hedge Fund Activity: Q4 2017 in Review

265 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2017, worth a combined $2.59B — up 4.6% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEL positions and 16 closed out — a net gain of 38 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $32.3M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $95M sold.

  • 265 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2017, up from 230 in Q3 2017.
  • Funds reported $2.59B of American Equity Investment Life Holding Company stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 54 funds opened new American Equity Investment Life Holding Company positions in Q4 2017 and 16 closed out, a net change of +38 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $32.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2017 was Apollo Management Holdings, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2017.