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AEL

American Equity Investment Life Holding Company

Delisted

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

242 hedge funds and large institutions have $2.46B invested in American Equity Investment Life Holding Company in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $1.98M

109% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $1.99B → $2.46B (+$477M)

16% more funds holding

Funds holding: 209242 (+33)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 88

Holders
242
Holders Change
+33
Holders Change %
+15.79%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
58
Reduced
88
Closed
32
Calls
$5.78M
Puts
$1.98M
Net Calls
+$3.8M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$374M +$4.63M +167,751 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M +$5.07M +183,795 +2%
BC
3
Brookfield Corp
Ontario, Canada
$252M +$251M +9,106,042 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$200M -$6.27M -227,299 -3%
Macquarie Group
5
Macquarie Group
Australia
$139M -$23.7M -858,240 -15%
State Street
6
State Street
Massachusetts
$88.4M -$2.04M -73,994 -2%
KKRC
7
Kohlberg Kravis Roberts & Co
New York
$76.1M -$49.8M -1,807,574 -40%
ClearBridge Investments
8
ClearBridge Investments
New York
$75.7M +$25.8M +934,140 +52%
RRAM
9
River Road Asset Management
Kentucky
$63.3M +$63.1M +2,287,562 New
Northern Trust
10
Northern Trust
Illinois
$61M -$1.29M -46,605 -2%
Goldman Sachs
11
Goldman Sachs
New York
$41.2M +$1.8M +65,267 +5%
Pzena Investment Management
12
Pzena Investment Management
New York
$41M +$8.87M +321,617 +28%
Norges Bank
13
Norges Bank
Norway
$39.5M +$634K +22,986 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.3M +$2.45M +88,837 +7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$32.1M +$599K +21,734 +2%
Charles Schwab
16
Charles Schwab
California
$29M -$1.16M -41,998 -4%
PC
17
Paulson & Co
New York
$27.7M +$27.6M +1,000,000 New
Ameriprise
18
Ameriprise
Minnesota
$27.2M +$1.55M +56,174 +6%
LSV Asset Management
19
LSV Asset Management
Illinois
$25.7M +$4.38M +158,800 +21%
JP Morgan Chase
20
JP Morgan Chase
New York
$24.5M -$5.67M -205,651 -19%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$19.8M +$19.7M +715,034 New
Millennium Management
22
Millennium Management
New York
$18.4M +$13.6M +491,960 +284%
Bank of America
23
Bank of America
North Carolina
$18.1M -$12.3M -444,738 -40%
PPA
24
Parametric Portfolio Associates
Washington
$17.8M -$8.44M -305,900 -32%
Principal Financial Group
25
Principal Financial Group
Iowa
$17.5M -$724K -26,247 -4%

AEL Hedge Fund Activity: Q4 2020 in Review

242 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2020, worth a combined $2.46B — up 24% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AEL positions and 32 closed out — a net gain of 35 holders — while 58 added to existing stakes and 88 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $251M. The largest seller was Citigroup, cutting an estimated $224M.

  • 242 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2020, up from 209 in Q3 2020.
  • Funds reported $2.46B of American Equity Investment Life Holding Company stock for Q4 2020, up 24% quarter-over-quarter.
  • 67 funds opened new American Equity Investment Life Holding Company positions in Q4 2020 and 32 closed out, a net change of +35 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2020 was Brookfield Corp, an estimated $251M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2020 was Citigroup, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2020.