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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 $2.39B invested in American Equity Investment Life Holding Company in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.73M

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

3% more funds holding

Funds holding: 266273 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $3.02B → $2.39B (-$630M)

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
97
Reduced
87
Closed
38
Calls
$10.1M
Puts
$2.73M
Net Calls
+$7.33M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$368M +$10.5M +327,661 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M +$15.7M +489,298 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$208M +$1.56M +48,459 +0.7%
Macquarie Group
4
Macquarie Group
Australia
$112M +$2.2M +68,620 +2%
State Street
5
State Street
Massachusetts
$77.9M -$3.03M -94,266 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$71.7M -$1.91M -59,360 -2%
Northern Trust
7
Northern Trust
Illinois
$64M -$117K -3,644 -0.2%
Invesco
8
Invesco
Georgia
$60.4M -$1.08M -33,549 -2%
Ameriprise
9
Ameriprise
Minnesota
$55.2M -$748K -23,269 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$50M -$432K -13,455 -0.7%
SCM
11
Snow Capital Management
Pennsylvania
$44.9M -$11.1M -346,095 -18%
ClearBridge Investments
12
ClearBridge Investments
New York
$43.2M +$1.12M +34,709 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$43.1M -$1.08M -33,617 -2%
Bank of America
14
Bank of America
North Carolina
$39.3M +$3.76M +116,959 +9%
Norges Bank
15
Norges Bank
Norway
$38.2M +$977K +30,413 +2%
Goldman Sachs
16
Goldman Sachs
New York
$36.4M +$1.77M +54,985 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$34.3M -$617K -19,205 -2%
Pzena Investment Management
18
Pzena Investment Management
New York
$34.1M +$32.3K +1,005 +0.1%
Victory Capital Management
19
Victory Capital Management
Texas
$33M -$1.41M -43,791 -4%
PPA
20
Parametric Portfolio Associates
Washington
$29.6M +$4.74M +147,669 +16%
Prudential Financial
21
Prudential Financial
New Jersey
$29M +$4.51M +140,460 +16%
Charles Schwab
22
Charles Schwab
California
$27.3M +$2.94M +91,481 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$26.6M +$2.86M +88,978 +10%
LSV Asset Management
24
LSV Asset Management
Illinois
$24.3M -$337K -10,500 -1%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.8M +$1M +31,259 +4%

AEL Hedge Fund Activity: Q4 2018 in Review

273 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2018, worth a combined $2.39B — down 21% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 38 closed out — a net gain of 9 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.7M. The largest seller was Deutsche Bank, cutting an estimated $27.2M.

  • 273 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2018, up from 266 in Q3 2018.
  • Funds reported $2.39B of American Equity Investment Life Holding Company stock for Q4 2018, down 21% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q4 2018 and 38 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2018 was Vanguard Group, an estimated $15.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2018 was Deutsche Bank, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2018.