We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

246 hedge funds and large institutions have $2.6B invested in American Equity Investment Life Holding Company in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,060% more call options, than puts

Call options by funds: $308K | Put options by funds: $5K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

27% more capital invested

Capital invested by funds: $2.05B → $2.6B (+$553M)

1% more funds holding

Funds holding: 244246 (+2)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
246
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
31
Increased
85
Reduced
93
Closed
22
Calls
$308K
Puts
$5K
Net Calls
+$303K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$379M -$14.5M -532,926 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M -$486K -17,916 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$227M -$123K -4,518 -0.1%
Macquarie Group
4
Macquarie Group
Australia
$170M +$17M +625,907 +12%
State Street
5
State Street
Massachusetts
$93.5M +$2.07M +76,384 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$89.9M +$3.11M +114,613 +4%
Goldman Sachs
7
Goldman Sachs
New York
$78.8M +$20.7M +762,522 +41%
KKRC
8
Kohlberg Kravis Roberts & Co
New York
$72.9M +$66M +2,434,673 New
Northern Trust
9
Northern Trust
Illinois
$70.6M -$337K -12,422 -0.5%
ClearBridge Investments
10
ClearBridge Investments
New York
$54.1M +$42.2K +1,557 +0.1%
Prudential Financial
11
Prudential Financial
New Jersey
$52.7M +$5.91M +217,811 +14%
Pzena Investment Management
12
Pzena Investment Management
New York
$48.1M +$5.22M +192,317 +14%
Ameriprise
13
Ameriprise
Minnesota
$46.1M -$2.34M -86,357 -5%
Norges Bank
14
Norges Bank
Norway
$41.8M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.3M -$1.02M -37,446 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$35M +$843K +31,099 +3%
Bank of America
17
Bank of America
North Carolina
$33.2M -$2.45M -90,433 -8%
Charles Schwab
18
Charles Schwab
California
$31.8M +$42.4K +1,562 +0.1%
Victory Capital Management
19
Victory Capital Management
Texas
$30.4M +$22.8M +841,339 +482%
PPA
20
Parametric Portfolio Associates
Washington
$30.2M -$958K -35,322 -3%
ACB
21
Aristotle Capital Boston
Massachusetts
$26.5M +$515K +18,987 +2%
LSV Asset Management
22
LSV Asset Management
Illinois
$25.7M -$607K -22,400 -3%
N
23
Nuveen
North Carolina
$23.7M -$5.58M -205,642 -21%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$22.8M +$1M +37,000 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$22M -$4.5M -166,021 -18%

AEL Hedge Fund Activity: Q4 2019 in Review

246 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2019, worth a combined $2.6B — up 27% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $66M. The largest seller was Snow Capital Management, cutting an estimated $23.1M.

  • 246 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2019, up from 244 in Q3 2019.
  • Funds reported $2.6B of American Equity Investment Life Holding Company stock for Q4 2019, up 27% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q4 2019 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2019 was Kohlberg Kravis Roberts & Co, an estimated $66M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2019 was Snow Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.