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AEL

American Equity Investment Life Holding Company

Delisted

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

273 hedge funds and large institutions have $2.5B invested in American Equity Investment Life Holding Company in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 85

15% more call options, than puts

Call options by funds: $704K | Put options by funds: $614K

3% more funds holding

Funds holding: 265273 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $2.59B → $2.5B (-$87.1M)

Holders
273
Holders Change
+8
Holders Change %
+3.02%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
105
Reduced
85
Closed
25
Calls
$704K
Puts
$614K
Net Calls
+$90K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$279M +$5.61M +175,287 +2%
BlackRock
2
BlackRock
New York
$254M +$376K +11,751 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$222M +$805K +25,141 +0.3%
Macquarie Group
4
Macquarie Group
Australia
$104M +$372K +11,635 +0.3%
State Street
5
State Street
Massachusetts
$79.6M +$4.38M +136,840 +5%
EARNEST Partners
6
EARNEST Partners
Georgia
$78.1M +$1.26M +39,246 +1%
SCM
7
Snow Capital Management
Pennsylvania
$68.3M +$2.88M +89,878 +4%
Northern Trust
8
Northern Trust
Illinois
$67.9M +$3.89M +121,431 +6%
Ameriprise
9
Ameriprise
Minnesota
$64.6M +$308K +9,620 +0.4%
Invesco
10
Invesco
Georgia
$60.7M +$2.96M +92,326 +5%
Prudential Financial
11
Prudential Financial
New Jersey
$59.6M +$32.5M +1,014,037 +100%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.1M +$9.97M +311,561 +20%
Pzena Investment Management
13
Pzena Investment Management
New York
$48.2M -$3.36M -105,078 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
$47.6M +$12.5M +390,131 +32%
Bank of America
15
Bank of America
North Carolina
$44.1M +$7.75M +242,223 +19%
ClearBridge Investments
16
ClearBridge Investments
New York
$43.5M +$771K +24,093 +2%
Norges Bank
17
Norges Bank
Norway
$37.8M
Principal Financial Group
18
Principal Financial Group
Iowa
$34M +$13.3M +416,514 +56%
Victory Capital Management
19
Victory Capital Management
Texas
$33.9M -$3.87M -120,852 -9%
HAI
20
Hennessy Advisors Inc
California
$32.5M +$1.32M +41,300 +4%
Charles Schwab
21
Charles Schwab
California
$28.2M +$1.79M +55,801 +6%
Goldman Sachs
22
Goldman Sachs
New York
$27.7M +$840K +26,228 +3%
TA
23
Teachers Advisors
New York
$27.3M -$4.6M -143,620 -13%
PPA
24
Parametric Portfolio Associates
Washington
$26.3M -$1.46M -45,584 -5%
LSV Asset Management
25
LSV Asset Management
Illinois
$24.6M +$5.11M +159,500 +24%

AEL Hedge Fund Activity: Q1 2018 in Review

273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2018, worth a combined $2.5B — down 3.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEL positions and 25 closed out — a net gain of 11 holders — while 105 added to existing stakes and 85 trimmed.

The largest buyer was Prudential Financial, adding an estimated $32.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.3M sold.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2018, up from 265 in Q4 2017.
  • Funds reported $2.5B of American Equity Investment Life Holding Company stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 36 funds opened new American Equity Investment Life Holding Company positions in Q1 2018 and 25 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2018 was Prudential Financial, an estimated $32.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2018 was Assenagon Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2018.