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AEL

American Equity Investment Life Holding Company

Delisted

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

267 hedge funds and large institutions have $2.31B invested in American Equity Investment Life Holding Company in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

32,825% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $8K

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

3% less capital invested

Capital invested by funds: $2.39B → $2.31B (-$82.8M)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 273267 (-6)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
32
Increased
98
Reduced
89
Closed
35
Calls
$2.63M
Puts
$8K
Net Calls
+$2.63M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$355M -$1.06M -34,965 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$287M +$5.27M +173,926 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M +$540K +17,806 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$113M +$5.06M +166,866 +4%
State Street
5
State Street
Massachusetts
$77.3M +$2.19M +72,414 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$69.7M +$426K +14,052 +0.5%
Northern Trust
7
Northern Trust
Illinois
$62M +$53.1K +1,753 +0.1%
Invesco
8
Invesco
Georgia
$57.4M -$1.11M -36,744 -2%
Ameriprise
9
Ameriprise
Minnesota
$51.2M -$2.41M -79,587 -4%
ClearBridge Investments
10
ClearBridge Investments
New York
$44.6M +$3.2M +105,509 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$41.5M -$7.69M -253,703 -14%
SCM
12
Snow Capital Management
Pennsylvania
$40.7M -$3.1M -102,451 -6%
Norges Bank
13
Norges Bank
Norway
$36.9M
JP Morgan Chase
14
JP Morgan Chase
New York
$36.3M +$3.49M +115,028 +9%
Bank of America
15
Bank of America
North Carolina
$35.5M -$2.85M -93,927 -7%
Pzena Investment Management
16
Pzena Investment Management
New York
$31.9M -$1.25M -41,354 -3%
Goldman Sachs
17
Goldman Sachs
New York
$31.4M -$4.22M -139,214 -11%
Victory Capital Management
18
Victory Capital Management
Texas
$31.1M -$896K -29,570 -3%
Charles Schwab
19
Charles Schwab
California
$29.7M +$3.72M +122,588 +13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$27.6M +$2.02M +66,530 +7%
Prudential Financial
21
Prudential Financial
New Jersey
$27.3M -$812K -26,784 -3%
PPA
22
Parametric Portfolio Associates
Washington
$25.6M -$3.44M -113,535 -11%
LSV Asset Management
23
LSV Asset Management
Illinois
$23.4M -$112K -3,700 -0.4%
Principal Financial Group
24
Principal Financial Group
Iowa
$21.9M -$265K -8,756 -1%
ACB
25
Aristotle Capital Boston
Massachusetts
$18.4M +$9.33M +307,714 +82%

AEL Hedge Fund Activity: Q1 2019 in Review

267 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2019, worth a combined $2.31B — down 3.5% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEL and 32 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 98 added.

The largest buyer was Acadian Asset Management, adding an estimated $11M. The largest seller was Citadel Advisors, cutting an estimated $31.7M.

  • 267 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $2.31B of American Equity Investment Life Holding Company stock for Q1 2019, down 3.5% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q1 2019 and 35 closed out, a net change of -3 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2019 was Acadian Asset Management, an estimated $11M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2019 was Citadel Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2019.