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AEL

American Equity Investment Life Holding Company

Delisted

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

237 hedge funds and large institutions have $3.43B invested in American Equity Investment Life Holding Company in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 232237 (+5)

1% more call options, than puts

Call options by funds: $566K | Put options by funds: $561K

0% more capital invested

Capital invested by funds: $3.42B → $3.43B (+$10.8M)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
82
Reduced
85
Closed
30
Calls
$566K
Puts
$561K
Net Calls
+$5K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$634M +$273M +6,780,121 +74%
BlackRock
2
BlackRock
New York
$532M +$2M +49,702 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$366M -$29M -720,997 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$276M +$7.78M +193,277 +3%
RRAM
5
River Road Asset Management
Kentucky
$161M -$21.1M -523,451 -12%
State Street
6
State Street
Massachusetts
$127M +$5.74M +142,611 +5%
ClearBridge Investments
7
ClearBridge Investments
New York
$112M +$106K +2,633 +0.1%
Goldman Sachs
8
Goldman Sachs
New York
$77.4M -$16.8M -418,502 -18%
Invesco
9
Invesco
Georgia
$73.3M +$7.91M +196,589 +12%
Pzena Investment Management
10
Pzena Investment Management
New York
$72.7M -$9.84M -244,451 -12%
Northern Trust
11
Northern Trust
Illinois
$57.8M -$1.85M -46,004 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$57.1M +$1.29M +32,053 +2%
N
13
Nuveen
North Carolina
$44.9M +$3.05M +75,799 +7%
Ameriprise
14
Ameriprise
Minnesota
$44.4M -$102K -2,539 -0.2%
Charles Schwab
15
Charles Schwab
California
$43.3M +$2.14M +53,056 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$39M -$723K -17,954 -2%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$34.9M +$30.3M +751,764 +609%
Norges Bank
18
Norges Bank
Norway
$34M -$956K -23,736 -3%
PPA
19
Parametric Portfolio Associates
Washington
$33M +$842K +20,908 +3%
LSV Asset Management
20
LSV Asset Management
Illinois
$26.2M -$1.19M -29,600 -4%
BFA
21
Bragg Financial Advisors
North Carolina
$25M +$345K +8,579 +1%
RJA
22
Raymond James & Associates
Florida
$24.5M +$2.9M +72,045 +13%
KCM
23
Kennedy Capital Management
Missouri
$23.9M -$1.71M -42,434 -7%
Principal Financial Group
24
Principal Financial Group
Iowa
$22M -$196K -4,861 -0.9%
WB
25
West Bancorporation
Iowa
$20.3M -$2.48M -61,663 -11%

AEL Hedge Fund Activity: Q1 2022 in Review

237 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2022, worth a combined $3.43B — up 0.32% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 30 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $273M. The largest seller was Lakewood Capital Management, cutting an estimated $58.8M.

  • 237 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2022, up from 232 in Q4 2021.
  • Funds reported $3.43B of American Equity Investment Life Holding Company stock for Q1 2022, up 0.32% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q1 2022 and 30 closed out, a net change of +7 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2022 was Brookfield Corp, an estimated $273M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2022 was Lakewood Capital Management, an estimated $58.8M sold.

Based on aggregated 13F filings for Q1 2022.