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AEL

American Equity Investment Life Holding Company

Delisted

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

258 hedge funds and large institutions have $3.92B invested in American Equity Investment Life Holding Company in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 67 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more capital invested

Capital invested by funds: $2.87B → $3.92B (+$1.05B)

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% more funds holding

Funds holding: 257258 (+1)

35% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 103

37% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $8.1M

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
67
Reduced
103
Closed
45
Calls
$5.13M
Puts
$8.1M
Net Calls
-$2.96M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$828M
BlackRock
2
BlackRock
New York
$559M -$23.4M -581,949 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$452M -$33.8M -841,304 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$333M -$12.2M -304,257 -5%
State Street
5
State Street
Massachusetts
$146M -$4.34M -107,900 -4%
ClearBridge Investments
6
ClearBridge Investments
New York
$131M +$3.15M +78,330 +3%
Goldman Sachs
7
Goldman Sachs
New York
$109M +$10.2M +254,555 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$78.3M +$2.49M +61,835 +4%
RRAM
9
River Road Asset Management
Kentucky
$76.5M -$9.53M -237,037 -14%
Northern Trust
10
Northern Trust
Illinois
$71.5M +$2.06M +51,165 +4%
Pzena Investment Management
11
Pzena Investment Management
New York
$60.7M -$2.06M -51,273 -4%
Macquarie Group
12
Macquarie Group
Australia
$58.7M -$40.6M -1,009,770 -47%
Charles Schwab
13
Charles Schwab
California
$53.1M -$1.51M -37,593 -4%
Morgan Stanley
14
Morgan Stanley
New York
$51.8M +$1.2M +29,820 +3%
Norges Bank
15
Norges Bank
Norway
$46.3M +$3.92M +97,553 +12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$42.8M -$1.65M -40,933 -5%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$36.1M -$9.01M -224,107 -24%
Jane Street
18
Jane Street
New York
$31.2M +$23.4M +582,303 +3,476%
Ameriprise
19
Ameriprise
Minnesota
$25.4M -$2.45M -60,999 -11%
American Century Companies
20
American Century Companies
Missouri
$24.9M +$7.74M +192,412 +67%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$24.8M +$7.58M +188,507 +66%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$22.9M -$12M -297,555 -40%
JP Morgan Chase
23
JP Morgan Chase
New York
$21.8M -$349K -8,674 -2%
Invesco
24
Invesco
Georgia
$20.3M -$40.1M -998,347 -72%
Principal Financial Group
25
Principal Financial Group
Iowa
$20M -$2.67M -66,462 -15%

AEL Hedge Fund Activity: Q2 2023 in Review

258 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2023, worth a combined $3.92B — up 37% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEL positions and 45 closed out — a net gain of 2 holders — while 67 added to existing stakes and 103 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Macquarie Group, cutting an estimated $40.6M.

  • 258 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2023, up from 257 in Q1 2023.
  • Funds reported $3.92B of American Equity Investment Life Holding Company stock for Q2 2023, up 37% quarter-over-quarter.
  • 47 funds opened new American Equity Investment Life Holding Company positions in Q2 2023 and 45 closed out, a net change of +2 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2023 was Jane Street, an estimated $23.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2023 was Macquarie Group, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2023.