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AEL

American Equity Investment Life Holding Company

Delisted

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

239 hedge funds and large institutions have $3.2B invested in American Equity Investment Life Holding Company in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% more funds holding

Funds holding: 237239 (+2)

7% less capital invested

Capital invested by funds: $3.43B → $3.2B (-$236M)

44% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 108

86% less call options, than puts

Call options by funds: $230K | Put options by funds: $1.65M

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
60
Reduced
108
Closed
22
Calls
$230K
Puts
$1.65M
Net Calls
-$1.42M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$581M
BlackRock
2
BlackRock
New York
$460M -$28.5M -749,214 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$328M -$8.29M -217,765 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M +$5.15M +135,210 +2%
Macquarie Group
5
Macquarie Group
Australia
$192M +$3.26M +85,531 +2%
RRAM
6
River Road Asset Management
Kentucky
$143M -$3.77M -99,070 -2%
State Street
7
State Street
Massachusetts
$116M -$608K -15,978 -0.5%
ClearBridge Investments
8
ClearBridge Investments
New York
$103M +$283K +7,434 +0.3%
Pzena Investment Management
9
Pzena Investment Management
New York
$63.7M -$2.98M -78,264 -4%
Invesco
10
Invesco
Georgia
$61.4M -$5.98M -157,028 -9%
Goldman Sachs
11
Goldman Sachs
New York
$56.3M -$15.3M -401,222 -21%
Northern Trust
12
Northern Trust
Illinois
$50.9M -$2.16M -56,797 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$49.9M -$2.6M -68,366 -5%
Morgan Stanley
14
Morgan Stanley
New York
$39.9M +$26.8M +704,654 +182%
Charles Schwab
15
Charles Schwab
California
$39.8M +$77.3K +2,030 +0.2%
N
16
Nuveen
North Carolina
$39.4M -$2.25M -59,173 -5%
Ameriprise
17
Ameriprise
Minnesota
$39M -$1.79M -46,948 -4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$37.2M +$5.38M +141,338 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$33.3M -$2.59M -68,018 -7%
Norges Bank
20
Norges Bank
Norway
$27.9M -$3.41M -89,545 -11%
BFA
21
Bragg Financial Advisors
North Carolina
$23.1M +$188K +4,927 +0.8%
KCM
22
Kennedy Capital Management
Missouri
$22.5M +$606K +15,924 +3%
LSV Asset Management
23
LSV Asset Management
Illinois
$22.4M -$1.66M -43,700 -7%
RJA
24
Raymond James & Associates
Florida
$21.3M -$1.16M -30,605 -5%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.8M -$292K -7,659 -1%

AEL Hedge Fund Activity: Q2 2022 in Review

239 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2022, worth a combined $3.2B — down 6.9% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AEL positions and 22 closed out — a net gain of 9 holders — while 60 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was BlackRock, cutting an estimated $28.5M.

  • 239 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2022, up from 237 in Q1 2022.
  • Funds reported $3.2B of American Equity Investment Life Holding Company stock for Q2 2022, down 6.9% quarter-over-quarter.
  • 31 funds opened new American Equity Investment Life Holding Company positions in Q2 2022 and 22 closed out, a net change of +9 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2022 was Morgan Stanley, an estimated $26.8M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2022 was BlackRock, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2022.