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AEL

American Equity Investment Life Holding Company

Delisted

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

254 hedge funds and large institutions have $3.1B invested in American Equity Investment Life Holding Company in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

6% more funds holding

Funds holding: 239254 (+15)

3% less capital invested

Capital invested by funds: $3.2B → $3.1B (-$94.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
254
Holders Change
+15
Holders Change %
+6.28%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
70
Reduced
108
Closed
19
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$592M
BlackRock
2
BlackRock
New York
$427M -$42M -1,120,159 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$316M -$18.3M -488,103 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$262M -$867K -23,120 -0.3%
Macquarie Group
5
Macquarie Group
Australia
$170M -$25.8M -688,305 -13%
RRAM
6
River Road Asset Management
Kentucky
$111M -$35.3M -941,081 -24%
State Street
7
State Street
Massachusetts
$109M -$9.37M -249,734 -8%
ClearBridge Investments
8
ClearBridge Investments
New York
$106M +$456K +12,160 +0.4%
Invesco
9
Invesco
Georgia
$63M +$362K +9,659 +0.6%
Goldman Sachs
10
Goldman Sachs
New York
$62.6M +$5.28M +140,751 +9%
Northern Trust
11
Northern Trust
Illinois
$49.9M -$2.03M -54,217 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.3M -$3.58M -95,375 -7%
Morgan Stanley
13
Morgan Stanley
New York
$40.3M -$395K -10,518 -1%
Charles Schwab
14
Charles Schwab
California
$39.1M -$1.47M -39,135 -4%
Pzena Investment Management
15
Pzena Investment Management
New York
$36.2M -$28.9M -771,513 -44%
Ameriprise
16
Ameriprise
Minnesota
$35.6M -$4.13M -110,013 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.4M -$585K -15,583 -2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$31.4M -$6.58M -175,411 -17%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$30.4M +$11.1M +296,739 +57%
N
20
Nuveen
North Carolina
$29.2M -$11M -293,759 -27%
Norges Bank
21
Norges Bank
Norway
$28M -$421K -11,220 -1%
KCM
22
Kennedy Capital Management
Missouri
$22.7M -$201K -5,360 -0.9%
BFA
23
Bragg Financial Advisors
North Carolina
$21.6M -$1.98M -52,851 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$17.2M -$3.04M -81,048 -15%
Bank of America
25
Bank of America
North Carolina
$16.6M -$479K -12,755 -3%

AEL Hedge Fund Activity: Q3 2022 in Review

254 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2022, worth a combined $3.1B — down 2.9% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 19 closed out — a net gain of 18 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $42M.

  • 254 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $3.1B of American Equity Investment Life Holding Company stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q3 2022 and 19 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2022 was Ophir Asset Management, an estimated $16.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2022 was BlackRock, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2022.