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AEL

American Equity Investment Life Holding Company

Delisted

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

250 hedge funds and large institutions have $2.3B invested in American Equity Investment Life Holding Company in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $8K | Put options by funds: $2K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.3B (-$2.46M)

1% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 85

6% less funds holding

Funds holding: 267250 (-17)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
250
Holders Change
-17
Holders Change %
-6.37%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
84
Reduced
85
Closed
42
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$361M +$3.85M +134,617 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M +$3.15M +110,086 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$203M +$320K +11,175 +0.1%
Macquarie Group
4
Macquarie Group
Australia
$117M +$3.82M +133,419 +3%
State Street
5
State Street
Massachusetts
$84.2M +$6.81M +238,087 +8%
EARNEST Partners
6
EARNEST Partners
Georgia
$71.2M +$1.13M +39,422 +2%
Northern Trust
7
Northern Trust
Illinois
$63.2M +$1.03M +35,829 +2%
Invesco
8
Invesco
Georgia
$55.4M -$2.43M -84,840 -4%
Ameriprise
9
Ameriprise
Minnesota
$50.6M -$926K -32,357 -2%
ClearBridge Investments
10
ClearBridge Investments
New York
$44.8M -$36.2K -1,267 -0.1%
SCM
11
Snow Capital Management
Pennsylvania
$40.2M -$713K -24,939 -2%
Norges Bank
12
Norges Bank
Norway
$37.1M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$36.1M -$5.89M -205,854 -13%
Goldman Sachs
14
Goldman Sachs
New York
$33.2M +$1.74M +60,857 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$32.9M -$3.39M -118,626 -9%
Pzena Investment Management
16
Pzena Investment Management
New York
$31.6M -$450K -15,722 -1%
Bank of America
17
Bank of America
North Carolina
$30.9M -$5.1M -178,308 -14%
Prudential Financial
18
Prudential Financial
New Jersey
$30M +$2.75M +96,094 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$30M +$2.4M +83,918 +8%
Charles Schwab
20
Charles Schwab
California
$28.2M -$1.8M -63,050 -6%
Victory Capital Management
21
Victory Capital Management
Texas
$27.3M -$4.18M -146,211 -13%
N
22
Nuveen
North Carolina
$24.5M +$25.8M +902,827 New
LSV Asset Management
23
LSV Asset Management
Illinois
$24.2M +$689K +24,100 +3%
PPA
24
Parametric Portfolio Associates
Washington
$24.1M -$1.72M -60,008 -6%
ACB
25
Aristotle Capital Boston
Massachusetts
$20.5M +$2.05M +71,493 +10%

AEL Hedge Fund Activity: Q2 2019 in Review

250 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2019, worth a combined $2.3B — down 0.11% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AEL and 30 opened new positions — a net loss of 12 holders — while 85 trimmed existing stakes and 84 added.

The largest buyer was Nuveen, opening a new position worth an estimated $25.8M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $13M sold.

  • 250 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2019, down from 267 in Q1 2019.
  • Funds reported $2.3B of American Equity Investment Life Holding Company stock for Q2 2019, down 0.11% quarter-over-quarter.
  • 30 funds opened new American Equity Investment Life Holding Company positions in Q2 2019 and 42 closed out, a net change of -12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2019 was Nuveen, an estimated $25.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2019 was Acadian Asset Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2019.