We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $1.68B invested in American Equity Investment Life Holding Company in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

9% less funds holding

Funds holding: 246224 (-22)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less capital invested

Capital invested by funds: $2.6B → $1.68B (-$919M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

61% less call options, than puts

Call options by funds: $260K | Put options by funds: $672K

Holders
224
Holders Change
-22
Holders Change %
-8.94%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
85
Reduced
77
Closed
45
Calls
$260K
Puts
$672K
Net Calls
-$412K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$248M +$13.5M +527,996 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$6.37M +249,736 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M -$2.4M -93,982 -1%
Macquarie Group
4
Macquarie Group
Australia
$116M +$11.9M +465,720 +8%
KKRC
5
Kohlberg Kravis Roberts & Co
New York
$84M +$51.9M +2,034,820 +84%
State Street
6
State Street
Massachusetts
$62.8M +$5.56M +217,788 +7%
EARNEST Partners
7
EARNEST Partners
Georgia
$62.3M +$7.98M +312,611 +10%
Northern Trust
8
Northern Trust
Illinois
$44.3M -$2.37K -93 -0%
Goldman Sachs
9
Goldman Sachs
New York
$35.3M -$19.4M -759,105 -29%
ClearBridge Investments
10
ClearBridge Investments
New York
$33.8M -$327K -12,819 -0.7%
Victory Capital Management
11
Victory Capital Management
Texas
$32.9M +$18.7M +731,757 +72%
Pzena Investment Management
12
Pzena Investment Management
New York
$31.2M +$1.36M +53,116 +3%
Prudential Financial
13
Prudential Financial
New Jersey
$31M -$2.88M -113,042 -6%
Norges Bank
14
Norges Bank
Norway
$26.3M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$23.7M +$2.36M +92,477 +8%
Ameriprise
16
Ameriprise
Minnesota
$22.3M -$9.06M -355,214 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.7M -$1.43M -56,089 -5%
Charles Schwab
18
Charles Schwab
California
$21.3M +$1.8M +70,376 +7%
Bank of America
19
Bank of America
North Carolina
$21M +$155K +6,058 +0.5%
PPA
20
Parametric Portfolio Associates
Washington
$20.8M +$2.52M +98,908 +10%
Citigroup
21
Citigroup
New York
$18.2M +$22M +861,855 +795%
ACB
22
Aristotle Capital Boston
Massachusetts
$16.2M -$503K -19,717 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$16M +$2.97M +116,591 +16%
LSV Asset Management
24
LSV Asset Management
Illinois
$15.6M -$791K -31,000 -4%
Morgan Stanley
25
Morgan Stanley
New York
$14.3M +$8.01M +314,091 +70%

AEL Hedge Fund Activity: Q1 2020 in Review

224 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2020, worth a combined $1.68B — down 35% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of AEL and 25 opened new positions — a net loss of 20 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $51.9M. The largest seller was Goldman Sachs, cutting an estimated $19.4M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2020, down from 246 in Q4 2019.
  • Funds reported $1.68B of American Equity Investment Life Holding Company stock for Q1 2020, down 35% quarter-over-quarter.
  • 25 funds opened new American Equity Investment Life Holding Company positions in Q1 2020 and 45 closed out, a net change of -20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2020 was Kohlberg Kravis Roberts & Co, an estimated $51.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2020 was Goldman Sachs, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2020.