We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

249 hedge funds and large institutions have $3.97B invested in American Equity Investment Life Holding Company in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1% more capital invested

Capital invested by funds: $3.92B → $3.97B (+$55.1M)

3% less funds holding

Funds holding: 258249 (-9)

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

54% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 104

60% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $4.84M

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
49
Increased
48
Reduced
104
Closed
57
Calls
$1.95M
Puts
$4.84M
Net Calls
-$2.89M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$852M
BlackRock
2
BlackRock
New York
$558M -$16.8M -313,664 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$445M -$20.8M -389,546 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$325M -$18.1M -337,574 -5%
State Street
5
State Street
Massachusetts
$151M +$757K +14,150 +0.5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.5M +$87.7M +1,638,328 +5,296%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$82.6M +$1.96M +36,612 +2%
Morgan Stanley
8
Morgan Stanley
New York
$75M +$21.6M +403,522 +41%
Northern Trust
9
Northern Trust
Illinois
$71.7M -$1.84M -34,328 -3%
SFM
10
Soros Fund Management
New York
$71.6M +$71.5M +1,335,737 New
Charles Schwab
11
Charles Schwab
California
$54.2M -$497K -9,292 -0.9%
AAM
12
Alpine Associates Management
Florida
$51M +$50.9M +951,000 New
ClearBridge Investments
13
ClearBridge Investments
New York
$50.7M -$84.3M -1,576,317 -63%
Norges Bank
14
Norges Bank
Norway
$47.6M
Goldman Sachs
15
Goldman Sachs
New York
$45.3M -$66.5M -1,242,551 -60%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$44.4M +$36.9M +689,987 +503%
Pzena Investment Management
17
Pzena Investment Management
New York
$43.4M -$19.1M -357,374 -31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$42M -$1.99M -37,204 -5%
American Century Companies
19
American Century Companies
Missouri
$38M +$12.3M +230,465 +48%
CC
20
Carlson Capital
Texas
$35.8M +$27.1M +507,000 +317%
JP Morgan Chase
21
JP Morgan Chase
New York
$34.3M +$11.8M +220,462 +53%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$27.5M +$25.6M +478,634 +1,386%
AllianceBernstein
23
AllianceBernstein
Tennessee
$27M +$22.2M +415,029 +471%
PMAM
24
Picton Mahoney Asset Management
Ontario, Canada
$26.9M +$26.8M +500,563 New
BFA
25
Bragg Financial Advisors
North Carolina
$23.7M +$3.33M +62,246 +16%

AEL Hedge Fund Activity: Q3 2023 in Review

249 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2023, worth a combined $3.97B — up 1.4% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AEL and 49 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 48 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $87.7M. The largest seller was ClearBridge Investments, cutting an estimated $84.3M.

  • 249 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2023, down from 258 in Q2 2023.
  • Funds reported $3.97B of American Equity Investment Life Holding Company stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 49 funds opened new American Equity Investment Life Holding Company positions in Q3 2023 and 57 closed out, a net change of -8 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $87.7M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2023 was ClearBridge Investments, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2023.