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AEL

American Equity Investment Life Holding Company

Delisted

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

261 hedge funds and large institutions have $3.13B invested in American Equity Investment Life Holding Company in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

53% more call options, than puts

Call options by funds: $4.09M | Put options by funds: $2.67M

25% more capital invested

Capital invested by funds: $2.5B → $3.13B (+$632M)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

4% less funds holding

Funds holding: 273261 (-12)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
261
Holders Change
-12
Holders Change %
-4.4%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
26
Increased
88
Reduced
94
Closed
36
Calls
$4.09M
Puts
$2.67M
Net Calls
+$1.42M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$426M +$102M +3,158,288 +36%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$8.63M +267,546 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$270M -$2.35M -72,818 -1%
Macquarie Group
4
Macquarie Group
Australia
$130M +$2.72M +84,229 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$94.8M -$868K -26,903 -1%
State Street
6
State Street
Massachusetts
$93.5M -$3.58M -111,120 -4%
Northern Trust
7
Northern Trust
Illinois
$84.4M +$1.1M +33,959 +1%
SCM
8
Snow Capital Management
Pennsylvania
$83M -$742K -23,003 -1%
Invesco
9
Invesco
Georgia
$78.8M +$3.98M +123,439 +6%
Ameriprise
10
Ameriprise
Minnesota
$70.7M -$7.55M -233,992 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65M -$1.19M -37,022 -2%
Bank of America
12
Bank of America
North Carolina
$56.6M +$2.3M +71,342 +5%
ClearBridge Investments
13
ClearBridge Investments
New York
$53.6M +$295K +9,157 +0.6%
Pzena Investment Management
14
Pzena Investment Management
New York
$51.9M -$6.47M -200,562 -12%
Norges Bank
15
Norges Bank
Norway
$48.1M +$1.53M +47,444 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$47.9M -$22.6M -699,023 -34%
Principal Financial Group
17
Principal Financial Group
Iowa
$46.2M +$4.03M +124,956 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$46.1M -$11M -340,526 -21%
Citadel Advisors
19
Citadel Advisors
Florida
$46.1M +$37.9M +1,175,306 +1,110%
Victory Capital Management
20
Victory Capital Management
Texas
$44.2M +$2.3M +71,186 +6%
HAI
21
Hennessy Advisors Inc
California
$39M -$758K -23,500 -2%
Goldman Sachs
22
Goldman Sachs
New York
$37.3M +$3.01M +93,360 +10%
TA
23
Teachers Advisors
New York
$33.8M +$330K +10,238 +1%
PPA
24
Parametric Portfolio Associates
Washington
$32.9M +$658K +20,406 +2%
LSV Asset Management
25
LSV Asset Management
Illinois
$31.8M +$1.53M +47,300 +6%

AEL Hedge Fund Activity: Q2 2018 in Review

261 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2018, worth a combined $3.13B — up 25% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AEL and 26 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 88 added.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Prudential Financial, cutting an estimated $22.6M.

  • 261 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2018, down from 273 in Q1 2018.
  • Funds reported $3.13B of American Equity Investment Life Holding Company stock for Q2 2018, up 25% quarter-over-quarter.
  • 26 funds opened new American Equity Investment Life Holding Company positions in Q2 2018 and 36 closed out, a net change of -10 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2018 was BlackRock, an estimated $102M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2018 was Prudential Financial, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2018.