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AEL

American Equity Investment Life Holding Company

Delisted

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

232 hedge funds and large institutions have $3.42B invested in American Equity Investment Life Holding Company in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

32% more capital invested

Capital invested by funds: $2.58B → $3.42B (+$839M)

9% more funds holding

Funds holding: 213232 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

40% less call options, than puts

Call options by funds: $346K | Put options by funds: $579K

Holders
232
Holders Change
+19
Holders Change %
+8.92%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
73
Reduced
81
Closed
22
Calls
$346K
Puts
$579K
Net Calls
-$233K
Net Calls Change
+$480K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M +$11.3M +323,823 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$385M +$3.99M +114,546 +1%
BC
3
Brookfield Corp
Ontario, Canada
$354M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$261M -$5.45M -156,299 -2%
Macquarie Group
5
Macquarie Group
Australia
$200M +$13M +372,779 +8%
RRAM
6
River Road Asset Management
Kentucky
$177M -$27M -775,650 -15%
State Street
7
State Street
Massachusetts
$119M +$1.74M +49,812 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$109M +$2.62M +75,086 +3%
Goldman Sachs
9
Goldman Sachs
New York
$91.8M +$1.13M +32,542 +1%
Pzena Investment Management
10
Pzena Investment Management
New York
$80.4M -$179K -5,135 -0.2%
LCM
11
Lakewood Capital Management
New York
$67.2M +$4.71M +135,227 +8%
Invesco
12
Invesco
Georgia
$63.8M -$1.28M -36,678 -2%
Northern Trust
13
Northern Trust
Illinois
$58.2M +$709K +20,325 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$54.5M +$1.71M +48,909 +4%
Ameriprise
15
Ameriprise
Minnesota
$43.4M +$4.35M +124,823 +13%
N
16
Nuveen
North Carolina
$41.2M +$864K +24,768 +2%
Charles Schwab
17
Charles Schwab
California
$40.2M +$683K +19,596 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$38.8M -$3.66M -104,944 -10%
Norges Bank
19
Norges Bank
Norway
$34.1M
PPA
20
Parametric Portfolio Associates
Washington
$31.3M +$3.83M +109,898 +16%
LSV Asset Management
21
LSV Asset Management
Illinois
$26.7M -$2.37M -68,100 -9%
KCM
22
Kennedy Capital Management
Missouri
$25M +$49.6K +1,422 +0.2%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$23.3M +$19.2M +551,410 +1,183%
WB
24
West Bancorporation
Iowa
$22.2M +$19.9M +570,717 New
Principal Financial Group
25
Principal Financial Group
Iowa
$21.6M -$469K -13,437 -2%

AEL Hedge Fund Activity: Q4 2021 in Review

232 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2021, worth a combined $3.42B — up 32% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AEL positions and 22 closed out — a net gain of 22 holders — while 73 added to existing stakes and 81 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $19.2M. The largest seller was River Road Asset Management, cutting an estimated $27M.

  • 232 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2021, up from 213 in Q3 2021.
  • Funds reported $3.42B of American Equity Investment Life Holding Company stock for Q4 2021, up 32% quarter-over-quarter.
  • 44 funds opened new American Equity Investment Life Holding Company positions in Q4 2021 and 22 closed out, a net change of +22 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2021 was Point72 Asset Management, an estimated $19.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2021 was River Road Asset Management, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2021.