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AEL

American Equity Investment Life Holding Company

Delisted

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

212 hedge funds and large institutions have $2.83B invested in American Equity Investment Life Holding Company in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.08M

1% less capital invested

Capital invested by funds: $2.84B → $2.83B (-$17.7M)

8% less funds holding

Funds holding: 230212 (-18)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
212
Holders Change
-18
Holders Change %
-7.83%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
60
Reduced
90
Closed
37
Calls
$1.47M
Puts
$1.08M
Net Calls
+$390K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$440M -$4.65M -147,136 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M -$15.9M -505,040 -5%
BC
3
Brookfield Corp
Ontario, Canada
$294M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$226M -$1.19M -37,540 -0.5%
Macquarie Group
5
Macquarie Group
Australia
$155M -$1.12M -35,569 -0.7%
RRAM
6
River Road Asset Management
Kentucky
$120M +$17.8M +564,827 +18%
State Street
7
State Street
Massachusetts
$106M +$632K +20,005 +0.6%
ClearBridge Investments
8
ClearBridge Investments
New York
$88.2M +$162K +5,123 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$85.9M +$28.3M +897,354 +51%
Pzena Investment Management
10
Pzena Investment Management
New York
$67M -$5.9M -186,974 -8%
LCM
11
Lakewood Capital Management
New York
$53.4M +$2.3M +73,000 +5%
Northern Trust
12
Northern Trust
Illinois
$49.6M -$2.09M -66,252 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.1M +$742K +23,505 +2%
Invesco
14
Invesco
Georgia
$45.4M +$32.4M +1,026,365 +271%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.3M -$26.7K -847 -0.1%
Charles Schwab
16
Charles Schwab
California
$32.4M -$1.54M -48,902 -5%
Ameriprise
17
Ameriprise
Minnesota
$31.6M -$651K -20,621 -2%
Norges Bank
18
Norges Bank
Norway
$29.3M -$3.06M -96,811 -10%
LSV Asset Management
19
LSV Asset Management
Illinois
$26M -$1.78M -56,400 -7%
PPA
20
Parametric Portfolio Associates
Washington
$23.8M +$881K +27,905 +4%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$22.3M +$6.18M +195,608 +40%
KCM
22
Kennedy Capital Management
Missouri
$21M -$427K -13,537 -2%
Bank of America
23
Bank of America
North Carolina
$20.5M -$4.84M -153,406 -19%
BFA
24
Bragg Financial Advisors
North Carolina
$19.9M +$21.2K +670 +0.1%
JP Morgan Chase
25
JP Morgan Chase
New York
$19.8M -$354K -11,211 -2%

AEL Hedge Fund Activity: Q2 2021 in Review

212 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2021, worth a combined $2.83B — down 0.62% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 21 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Invesco, adding an estimated $32.4M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $31.5M sold.

  • 212 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2021, down from 230 in Q1 2021.
  • Funds reported $2.83B of American Equity Investment Life Holding Company stock for Q2 2021, down 0.62% quarter-over-quarter.
  • 21 funds opened new American Equity Investment Life Holding Company positions in Q2 2021 and 37 closed out, a net change of -16 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2021 was Invesco, an estimated $32.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2021 was Rubric Capital Management (New York), an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2021.