We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

213 hedge funds and large institutions have $2.58B invested in American Equity Investment Life Holding Company in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

0% more funds holding

Funds holding: 212213 (+1)

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$241M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $830K | Put options by funds: $1.54M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
66
Reduced
86
Closed
16
Calls
$830K
Puts
$1.54M
Net Calls
-$713K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$383M -$20.9M -670,051 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M -$10.6M -338,765 -3%
BC
3
Brookfield Corp
Ontario, Canada
$269M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$203M -$3.63M -116,453 -2%
RRAM
5
River Road Asset Management
Kentucky
$157M +$50.5M +1,617,859 +44%
Macquarie Group
6
Macquarie Group
Australia
$141M -$678K -21,723 -0.5%
State Street
7
State Street
Massachusetts
$88.6M -$8.74M -280,103 -9%
ClearBridge Investments
8
ClearBridge Investments
New York
$80.9M +$254K +8,127 +0.3%
Goldman Sachs
9
Goldman Sachs
New York
$68.8M -$10.4M -332,990 -13%
Pzena Investment Management
10
Pzena Investment Management
New York
$61.2M -$17.8K -571 -0%
Invesco
11
Invesco
Georgia
$49.6M +$8.47M +271,562 +19%
LCM
12
Lakewood Capital Management
New York
$47M -$1.88M -60,387 -4%
Northern Trust
13
Northern Trust
Illinois
$43.6M -$1.9M -60,826 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$39.9M -$2.35M -75,273 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$32.6M -$717K -22,988 -2%
N
16
Nuveen
North Carolina
$30.6M +$13.4M +428,165 +71%
Charles Schwab
17
Charles Schwab
California
$29.9M +$317K +10,160 +1%
Ameriprise
18
Ameriprise
Minnesota
$29.3M +$385K +12,335 +1%
Norges Bank
19
Norges Bank
Norway
$25.9M -$1.02M -32,826 -4%
LSV Asset Management
20
LSV Asset Management
Illinois
$22.3M -$1.57M -50,300 -6%
PPA
21
Parametric Portfolio Associates
Washington
$20.6M -$1.31M -42,098 -6%
KCM
22
Kennedy Capital Management
Missouri
$18.9M -$281K -9,016 -1%
RJA
23
Raymond James & Associates
Florida
$18.3M +$9.6M +307,661 +98%
BFA
24
Bragg Financial Advisors
North Carolina
$18.3M +$58.4K +1,873 +0.3%
Bank of America
25
Bank of America
North Carolina
$17.7M -$1.09M -34,786 -5%

AEL Hedge Fund Activity: Q3 2021 in Review

213 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2021, worth a combined $2.58B — down 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AEL positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $50.5M. The largest seller was BlackRock, cutting an estimated $20.9M.

  • 213 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.58B of American Equity Investment Life Holding Company stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 20 funds opened new American Equity Investment Life Holding Company positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2021 was River Road Asset Management, an estimated $50.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2021 was BlackRock, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.