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AEL

American Equity Investment Life Holding Company

Delisted

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

244 hedge funds and large institutions have $4.29B invested in American Equity Investment Life Holding Company in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

2% more capital invested

Capital invested by funds: $4.21B → $4.29B (+$85.2M)

2% less funds holding

Funds holding: 250244 (-6)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

93% less call options, than puts

Call options by funds: $51K | Put options by funds: $686K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
33
Increased
74
Reduced
89
Closed
37
Calls
$51K
Puts
$686K
Net Calls
-$635K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$893M
BlackRock
2
BlackRock
New York
$613M -$395K -7,116 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$465M -$20.6M -370,237 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$271M -$49.4M -888,611 -16%
State Street
5
State Street
Massachusetts
$164M +$3.06M +55,037 +2%
AAM
6
Alpine Associates Management
Florida
$121M +$25.1M +452,420 +27%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M +$10.4M +186,376 +10%
SFM
8
Soros Fund Management
New York
$108M +$15.6M +280,712 +17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$94M +$3.73M +67,167 +4%
GCL
10
Glazer Capital LLC
New York
$86.8M +$77.9M +1,401,200 +987%
FTCM
11
First Trust Capital Management
Illinois
$82.9M +$27.9M +501,461 +52%
Morgan Stanley
12
Morgan Stanley
New York
$80M -$19.6M -353,342 -20%
Northern Trust
13
Northern Trust
Illinois
$69.6M -$6.39M -115,015 -8%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$68M +$542K +9,747 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$58.2M +$4.38M +78,874 +8%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$57.6M +$23.2M +416,862 +69%
Norges Bank
17
Norges Bank
Norway
$53.1M +$2.15M +38,689 +4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$47M -$237K -4,259 -0.5%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$45.6M +$8.63M +155,210 +24%
American Century Companies
20
American Century Companies
Missouri
$43.7M -$5.28M -94,963 -11%
WCMNY
21
Westchester Capital Management (New York)
New York
$38.6M +$13.7M +247,224 +56%
Charles Schwab
22
Charles Schwab
California
$36.8M -$17.7M -318,002 -33%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$35.3M -$5.08M -91,462 -13%
CC
24
Carlson Capital
Texas
$32.4M +$20.9M +376,975 +188%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.1M +$25.1M +452,400 +545%

AEL Hedge Fund Activity: Q1 2024 in Review

244 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2024, worth a combined $4.29B — up 2% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AEL and 33 opened new positions — a net loss of 4 holders — while 89 trimmed existing stakes and 74 added.

The largest buyer was Glazer Capital LLC, adding an estimated $77.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $49.4M.

  • 244 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $4.29B of American Equity Investment Life Holding Company stock for Q1 2024, up 2% quarter-over-quarter.
  • 33 funds opened new American Equity Investment Life Holding Company positions in Q1 2024 and 37 closed out, a net change of -4 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2024 was Glazer Capital LLC, an estimated $77.9M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2024 was Dimensional Fund Advisors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q1 2024.