We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

266 hedge funds and large institutions have $3.02B invested in American Equity Investment Life Holding Company in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19.2M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 261266 (+5)

4% less capital invested

Capital invested by funds: $3.13B → $3.02B (-$114M)

22% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 103

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
34
Increased
80
Reduced
103
Closed
27
Calls
$25.5M
Puts
$19.2M
Net Calls
+$6.27M
Net Calls Change
+$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$455M +$37.4M +1,035,048 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$6.46M +178,741 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$262M -$3.59M -99,285 -1%
Macquarie Group
4
Macquarie Group
Australia
$139M +$11.3M +312,039 +9%
State Street
5
State Street
Massachusetts
$102M +$10.3M +284,820 +11%
EARNEST Partners
6
EARNEST Partners
Georgia
$92.9M -$293K -8,114 -0.3%
Northern Trust
7
Northern Trust
Illinois
$81.1M -$1.83M -50,547 -2%
Invesco
8
Invesco
Georgia
$77.6M +$153K +4,249 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$70.7M +$1.21M +33,518 +2%
SCM
10
Snow Capital Management
Pennsylvania
$69.1M -$12.7M -350,537 -15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$63.8M -$62.2K -1,721 -0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$55.7M +$10.7M +295,317 +23%
ClearBridge Investments
13
ClearBridge Investments
New York
$53.4M +$729K +20,175 +1%
Norges Bank
14
Norges Bank
Norway
$47.2M
Bank of America
15
Bank of America
North Carolina
$45.7M -$10.2M -281,961 -18%
JP Morgan Chase
16
JP Morgan Chase
New York
$44.1M -$1.2M -33,166 -3%
Goldman Sachs
17
Goldman Sachs
New York
$44.1M +$7.65M +211,670 +20%
Victory Capital Management
18
Victory Capital Management
Texas
$43.3M -$62.2K -1,721 -0.1%
Deutsche Bank
19
Deutsche Bank
Germany
$43.3M +$27.3M +755,043 +161%
Pzena Investment Management
20
Pzena Investment Management
New York
$43.2M -$7.96M -220,326 -15%
PPA
21
Parametric Portfolio Associates
Washington
$32.3M -$78.6K -2,177 -0.2%
Prudential Financial
22
Prudential Financial
New Jersey
$31.7M -$15.7M -434,248 -33%
Charles Schwab
23
Charles Schwab
California
$31.3M +$1.24M +34,335 +4%
LSV Asset Management
24
LSV Asset Management
Illinois
$31.2M -$112K -3,100 -0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$30.6M +$9.5K +263 +0%

AEL Hedge Fund Activity: Q3 2018 in Review

266 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2018, worth a combined $3.02B — down 3.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AEL positions and 27 closed out — a net gain of 7 holders — while 80 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $39M sold.

  • 266 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2018, up from 261 in Q2 2018.
  • Funds reported $3.02B of American Equity Investment Life Holding Company stock for Q3 2018, down 3.7% quarter-over-quarter.
  • 34 funds opened new American Equity Investment Life Holding Company positions in Q3 2018 and 27 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2018 was BlackRock, an estimated $37.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2018 was Hennessy Advisors Inc, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2018.