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AEL

American Equity Investment Life Holding Company

Delisted

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

234 hedge funds and large institutions have $2.29B invested in American Equity Investment Life Holding Company in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

36% more capital invested

Capital invested by funds: $1.68B → $2.29B (+$607M)

4% more funds holding

Funds holding: 224234 (+10)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

45% less call options, than puts

Call options by funds: $781K | Put options by funds: $1.41M

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
32
Increased
83
Reduced
87
Closed
20
Calls
$781K
Puts
$1.41M
Net Calls
-$632K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$325M -$764K -36,618 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M -$7.44M -356,916 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M +$3.21M +154,061 +2%
Citigroup
4
Citigroup
New York
$165M +$119M +5,711,686 +589%
Macquarie Group
5
Macquarie Group
Australia
$143M -$7.93M -380,468 -6%
KKRC
6
Kohlberg Kravis Roberts & Co
New York
$110M
State Street
7
State Street
Massachusetts
$84.3M +$1.49M +71,620 +2%
EARNEST Partners
8
EARNEST Partners
Georgia
$82.9M +$832K +39,920 +1%
Northern Trust
9
Northern Trust
Illinois
$59.2M +$816K +39,114 +2%
ClearBridge Investments
10
ClearBridge Investments
New York
$44.5M +$113K +5,396 +0.3%
Pzena Investment Management
11
Pzena Investment Management
New York
$40M -$822K -39,439 -2%
Goldman Sachs
12
Goldman Sachs
New York
$37.9M -$7.1M -340,316 -18%
Norges Bank
13
Norges Bank
Norway
$36.5M +$1.63M +78,183 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32M +$630K +30,224 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.9M +$288K +13,829 +1%
Bank of America
16
Bank of America
North Carolina
$27.7M +$79.9K +3,832 +0.3%
Ameriprise
17
Ameriprise
Minnesota
$27.3M -$1.65M -79,202 -7%
Charles Schwab
18
Charles Schwab
California
$27M -$838K -40,188 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$26.4M +$4.49M +215,564 +25%
PPA
20
Parametric Portfolio Associates
Washington
$24.3M -$2.6M -124,483 -11%
ACB
21
Aristotle Capital Boston
Massachusetts
$23.6M +$1.88M +90,224 +10%
LSV Asset Management
22
LSV Asset Management
Illinois
$20.4M -$83.4K -4,000 -0.5%
Prudential Financial
23
Prudential Financial
New Jersey
$20.3M -$17.2M -824,277 -50%
Victory Capital Management
24
Victory Capital Management
Texas
$19.5M -$20M -956,961 -55%
Wells Fargo
25
Wells Fargo
California
$17.3M +$1.97M +94,272 +16%

AEL Hedge Fund Activity: Q2 2020 in Review

234 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2020, worth a combined $2.29B — up 36% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 20 closed out — a net gain of 12 holders — while 83 added to existing stakes and 87 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Victory Capital Management, cutting an estimated $20M.

  • 234 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2020, up from 224 in Q1 2020.
  • Funds reported $2.29B of American Equity Investment Life Holding Company stock for Q2 2020, up 36% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q2 2020 and 20 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2020 was Citigroup, an estimated $119M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2020 was Victory Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2020.