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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $2.05B invested in American Equity Investment Life Holding Company in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

0% more call options, than puts

Call options by funds: $7K | Put options by funds: $7K

2% less funds holding

Funds holding: 250244 (-6)

11% less capital invested

Capital invested by funds: $2.3B → $2.05B (-$257M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
102
Reduced
77
Closed
28
Calls
$7K
Puts
$7K
Net Calls
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$319M -$2.12M -87,878 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M -$2.31M -95,420 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$184M +$2.62M +108,431 +1%
Macquarie Group
4
Macquarie Group
Australia
$123M +$18.4M +761,653 +18%
State Street
5
State Street
Massachusetts
$73.7M -$1.29M -53,193 -2%
EARNEST Partners
6
EARNEST Partners
Georgia
$69.9M +$6.46M +267,249 +10%
Northern Trust
7
Northern Trust
Illinois
$57.3M +$991K +40,994 +2%
Goldman Sachs
8
Goldman Sachs
New York
$45.3M +$15.7M +647,639 +53%
ClearBridge Investments
9
ClearBridge Investments
New York
$43.7M +$3.81M +157,553 +10%
Ameriprise
10
Ameriprise
Minnesota
$39.3M -$5.75M -237,990 -13%
Prudential Financial
11
Prudential Financial
New Jersey
$37.3M +$10.5M +436,086 +39%
SCM
12
Snow Capital Management
Pennsylvania
$34.5M -$1.34M -55,424 -4%
Pzena Investment Management
13
Pzena Investment Management
New York
$34.2M +$6.03M +249,512 +21%
Norges Bank
14
Norges Bank
Norway
$33.8M +$761K +31,497 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.2M -$1.94M -80,220 -6%
Bank of America
16
Bank of America
North Carolina
$29.1M +$1.57M +65,129 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$27.6M +$864K +35,736 +3%
Charles Schwab
18
Charles Schwab
California
$25.7M +$592K +24,472 +2%
PPA
19
Parametric Portfolio Associates
Washington
$25.2M +$3.79M +156,639 +18%
N
20
Nuveen
North Carolina
$24.2M +$2.32M +96,176 +11%
JP Morgan Chase
21
JP Morgan Chase
New York
$21.8M -$7.81M -323,119 -26%
LSV Asset Management
22
LSV Asset Management
Illinois
$21.3M -$242K -10,000 -1%
ACB
23
Aristotle Capital Boston
Massachusetts
$20.9M +$2.7M +111,522 +15%
Man Group
24
Man Group
United Kingdom
$19.1M +$5.92M +244,964 +45%
VLKIM
25
Van Lanschot Kempen Investment Management
Netherlands
$17.5M +$6.87M +284,083 +64%

AEL Hedge Fund Activity: Q3 2019 in Review

244 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2019, worth a combined $2.05B — down 11% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AEL and 23 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 102 added.

The largest buyer was Macquarie Group, adding an estimated $18.4M. The largest seller was Invesco, cutting an estimated $41.9M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2019, down from 250 in Q2 2019.
  • Funds reported $2.05B of American Equity Investment Life Holding Company stock for Q3 2019, down 11% quarter-over-quarter.
  • 23 funds opened new American Equity Investment Life Holding Company positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2019 was Macquarie Group, an estimated $18.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2019 was Invesco, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2019.