American Equity Investment Life Holding Co (AEL) Ownership

56.47 ↑0.00 (0.00%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Brookfield Corp is the biggest individual institutional holder of American Equity Investment Life Holding Co (AEL), owning a total of 15.9 million shares. Combined, the top 40 institutional holders of AEL own 129.94% of the company with a total of 94.5 million shares.

In the latest ownership report on March 31st 2024, the top 40 institutional holders increased their combined ownership of AEL by 1.7 million shares. 11 institutions bought 4,060,934 total additional shares and increased their ownership by an average of 113.79%. However 7 institutions sold 2,357,252 total shares and decreased their ownership by an average of 12.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of American Equity Investment Life Holding Co increased by a net total of 1,703,682 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Brookfield Corp	23.138%	0.000%	15,886,163	0	2024-03-31
BlackRock Inc	15.887%	-0.065%	10,908,247	-7,116	2024-03-31
Vanguard Group Inc	12.039%	-4.287%	8,265,764	-370,237	2024-03-31
Dimensional Fund Advisors, Inc.	7.011%	-15.584%	4,813,518	-888,611	2024-03-31
State Street Corporation	4.261%	1.917%	2,925,687	55,037	2024-03-31
Eckert Corp	3.133%	26.633%	2,151,120	452,420	2024-03-31
Manufacturers Life Insurance Co	2.910%	10.286%	1,998,250	186,376	2024-03-31
Soros Fund Management LLC	2.795%	17.131%	1,919,302	280,712	2024-03-31
Geode Capital Management, LLC	2.436%	4.184%	1,672,373	67,167	2024-03-31
Glazer Capital, LLC	2.248%	986.761%	1,543,200	1,401,200	2024-03-31
First Trust Capital Management L.P.	2.147%	51.569%	1,473,868	501,461	2024-03-31
Morgan Stanley - Brokerage Accounts	2.072%	60.213%	1,422,826	534,742	2024-03-31
Northern Trust Corp	1.804%	-8.496%	1,238,690	-115,015	2024-03-31
Balyasny Asset Management LLC	1.761%	0.813%	1,209,352	9,747	2024-03-31
Goldman Sachs Group Inc	1.507%	-45.875%	1,034,799	-877,051	2024-03-31
Arrowstreet Capital Limited Partnership	1.492%	68.590%	1,024,620	416,862	2024-03-31
AllianceBernstein L.P.	1.218%	-0.507%	836,534	-4,259	2024-03-31
Qube Research & Technologies	1.183%	23.636%	811,881	155,210	2024-03-31
American Century Companies Inc	1.133%	-10.882%	777,727	-94,963	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Brookfield Corp	23.138%	0.000%	15,886,163	0	2024-03-31
Brookfield Asset Management Inc	18.537%	0.000%	15,886,163	0	2022-06-30
BlackRock Inc	15.887%	-0.065%	10,908,247	-7,116	2024-03-31
Vanguard Group Inc	12.039%	-4.287%	8,265,764	-370,237	2024-03-31
Dimensional Fund Advisors, Inc.	7.011%	-15.584%	4,813,518	-888,611	2024-03-31
State Street Corporation	4.261%	1.917%	2,925,687	55,037	2024-03-31
Eckert Corp	3.133%	26.633%	2,151,120	452,420	2024-03-31
Manufacturers Life Insurance Co	2.910%	10.286%	1,998,250	186,376	2024-03-31
Soros Fund Management LLC	2.795%	17.131%	1,919,302	280,712	2024-03-31
Barclays PLC	2.307%	4,522.440%	1,793,691	1,754,887	2022-12-31
Geode Capital Management, LLC	2.436%	4.184%	1,672,373	67,167	2024-03-31
Glazer Capital, LLC	2.248%	986.761%	1,543,200	1,401,200	2024-03-31
First Trust Capital Management L.P.	2.147%	51.569%	1,473,868	501,461	2024-03-31
River Road Asset Management, LLC	1.868%	-13.897%	1,468,673	-237,037	2023-06-30
Morgan Stanley - Brokerage Accounts	2.072%	60.213%	1,422,826	534,742	2024-03-31
Amvescap Plc.	1.772%	-19.185%	1,387,152	-329,298	2023-03-31
Northern Trust Corp	1.804%	-8.496%	1,238,690	-115,015	2024-03-31
Balyasny Asset Management LLC	1.761%	0.813%	1,209,352	9,747	2024-03-31
Macquarie Group Ltd	1.432%	-47.280%	1,125,969	-1,009,770	2023-06-30
Goldman Sachs Group Inc	1.507%	-45.875%	1,034,799	-877,051	2024-03-31
Arrowstreet Capital Limited Partnership	1.492%	68.590%	1,024,620	416,862	2024-03-31
Charles Schwab Investment Management Inc	1.223%	-3.685%	973,280	-37,236	2023-12-31
ClearBridge Advisors, LLC	1.192%	-62.501%	945,769	-1,576,317	2023-09-30
NORGES BANK	1.320%	17.910%	906,087	137,633	2023-12-31
JPMorgan Chase & Co	1.078%	34.247%	857,377	218,720	2023-12-31
AllianceBernstein L.P.	1.218%	-0.507%	836,534	-4,259	2024-03-31
Qube Research & Technologies	1.183%	23.636%	811,881	155,210	2024-03-31
Pzena Investment Management, LLC	1.019%	-30.656%	808,395	-357,374	2023-09-30
American Century Companies Inc	1.133%	-10.882%	777,727	-94,963	2024-03-31
abrdn PLC	0.948%	-8.877%	737,944	-71,884	2023-03-31
Bank of New York Mellon Corp	0.905%	-8.072%	720,005	-63,224	2023-12-31
Jacobs Levy Equity Management, Inc.	0.881%	-24.453%	692,373	-224,107	2023-06-30
Carlson Capital LP	0.841%	316.875%	667,000	507,000	2023-09-30
JANE STREET GROUP, LLC	0.762%	3,476.230%	599,054	582,303	2023-06-30
Bragg Financial Advisors Inc	0.673%	-8.370%	578,616	-52,851	2022-09-30
Nuveen Asset Management, LLC	0.657%	14.370%	513,126	64,473	2023-03-31
Ameriprise Financial Inc	0.619%	-11.131%	487,038	-60,999	2023-06-30
D. E. Shaw & Co LP	0.606%	65.510%	476,261	188,507	2023-06-30
Kennedy Capital Management Inc	0.596%	10.078%	465,019	42,572	2023-03-31
Principal Financial Group Inc	0.537%	-14.932%	461,731	-81,048	2022-09-30

Mutual Fund Ownership

Sapphire Star Capital Small Cap Growth is the biggest individual fund holder of American Equity Investment Life Holding Co (AEL), owning a total of 4.6 million shares. Combined, the top 43 mutual fund holders of AEL own 57.34% of the company with a total of 43.2 million shares.

In the latest ownership report on April 30th 2024, the top 43 fund holders increased their combined ownership of AEL by 1.3 million shares. 4 funds bought 47,431 total additional shares and increased their ownership by an average of 0.78%. However 10 funds sold 1,385,826 total shares and decreased their ownership by an average of 11.13%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding American Equity Investment Life Holding Co decreased by a net total of -1,338,395 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.276%	0.038%	4,198,023	1,595	2024-04-30
Vanguard Total Stock Mkt Idx Inv	3.601%	1.663%	2,472,690	40,453	2024-04-30
Vanguard Small Cap Index	2.939%	-0.201%	2,018,061	-4,068	2024-04-30
iShares Russell 2000 ETF	2.342%	-0.791%	1,863,583	-14,852	2024-04-30
DFA US Small Cap Value I	2.252%	-6.688%	1,546,160	-110,815	2024-04-30
Vanguard Small Cap Value Index Inv	1.974%	-0.582%	1,355,249	-7,929	2024-04-30
Vanguard Institutional Extnd Mkt Idx Tr	1.313%	-1.710%	901,409	-15,678	2024-04-30
iShares Russell 2000 Value ETF	0.922%	0.000%	733,928	0	2024-04-30
DFA US Targeted Value I	1.020%	-4.638%	700,594	-34,070	2024-04-30
Avantis US Small Cap Value ETF	0.840%	0.000%	668,217	0	2024-04-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.695%	0.000%	552,649	0	2024-04-30
DFA US Small Cap I	0.703%	-14.577%	482,379	-82,313	2024-04-30
Manulife Dividend Income F	0.678%	-69.924%	465,390	-1,081,967	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.678%	0.692%	465,372	3,200	2024-04-30
Vanguard Tax-Managed Small Cap Adm	0.647%	0.000%	444,504	0	2024-04-30
iShares S&P Small-Cap 600 Growth ETF	0.505%	0.000%	401,899	0	2024-04-30
Fidelity Extended Market Index	0.511%	-1.070%	350,959	-3,797	2024-04-30
Vanguard Russell 2000 ETF	0.430%	0.744%	295,434	2,183	2024-04-30
Principal SmallCap S&P 600 Idx SP	0.368%	0.000%	252,879	0	2024-04-30
DFA US Micro Cap I	0.353%	-11.130%	242,227	-30,337	2024-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Sapphire Star Capital Small Cap Growth	5.882%	1,561,130.000%	4,605,642	4,605,347	2023-06-30
iShares Core S&P Small-Cap ETF	5.276%	0.038%	4,198,023	1,595	2024-04-30
Delaware Sm-Cap Val Eq	3.110%	0.000%	2,665,300	0	2022-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.154%	-4.731%	2,480,086	-123,156	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.601%	1.663%	2,472,690	40,453	2024-04-30
Vanguard Small Cap Index	2.939%	-0.201%	2,018,061	-4,068	2024-04-30
iShares Russell 2000 ETF	2.342%	-0.791%	1,863,583	-14,852	2024-04-30
DFA US Small Cap Value I	2.252%	-6.688%	1,546,160	-110,815	2024-04-30
First Trust Merger Arbitrage Cl I	2.018%	48.865%	1,385,380	454,752	2024-03-31
Vanguard Small Cap Value Index Inv	1.974%	-0.582%	1,355,249	-7,929	2024-04-30
Macquarie US Small Cap Core Equity	1.422%	1.665%	1,205,276	19,735	2022-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.313%	-1.710%	901,409	-15,678	2024-04-30
Delaware Small Cap Core I	1.031%	-26.719%	883,234	-322,042	2022-10-31
Vanguard Extended Market Index Investor	1.103%	0.075%	863,386	650	2023-08-31
ClearBridge Small Cap Growth	1.095%	-35.642%	857,450	-474,872	2023-08-31
Invesco Small Cap Value A	1.091%	-4.012%	849,447	-35,500	2023-05-31
Delaware Small Cap Value A	1.022%	-34.170%	797,631	-414,019	2023-06-30
Delaware US Small Cap Value Eq SMA	1.024%	-48.704%	797,631	-757,319	2023-06-30
Fidelity Small Cap Index	1.134%	-2.382%	778,495	-18,993	2024-03-31
Fidelity® Small Cap Index	0.951%	2.697%	748,000	19,645	2023-10-31
iShares Russell 2000 Value ETF	0.922%	0.000%	733,928	0	2024-04-30
DFA US Targeted Value I	1.020%	-4.638%	700,594	-34,070	2024-04-30
Avantis US Small Cap Value ETF	0.840%	0.000%	668,217	0	2024-04-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.695%	0.000%	552,649	0	2024-04-30
The Merger Fund A	0.775%	62.367%	531,904	204,311	2024-03-31
DFA US Small Cap I	0.703%	-14.577%	482,379	-82,313	2024-04-30
Manulife Dividend Income F	0.678%	-69.924%	465,390	-1,081,967	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.678%	0.692%	465,372	3,200	2024-04-30
Vanguard Tax-Managed Small Cap Adm	0.647%	0.000%	444,504	0	2024-04-30
Dimensional US Targeted Value ETF	0.557%	0.000%	441,587	0	2024-01-31
Manulife Dividend Income Priv Pool C	0.552%	-9.351%	438,927	-45,277	2024-03-31
iShares S&P Small-Cap 600 Value ETF	0.538%	0.000%	420,201	0	2023-07-31
FPA Queens Road Small Cap Value Inv	0.596%	0.000%	408,928	0	2024-03-31
iShares S&P Small-Cap 600 Growth ETF	0.505%	0.000%	401,899	0	2024-04-30
ClearBridge Small Cap Growth A	0.482%	-71.550%	379,050	-953,272	2023-09-30
ClearBridge Select I	0.480%	-44.458%	377,300	-302,000	2023-09-30
Fidelity Extended Market Index	0.511%	-1.070%	350,959	-3,797	2024-04-30
Northern Small Cap Value	0.450%	-25.363%	308,905	-104,969	2024-03-31
Goldman Sachs US Tax-Managed Eq Instl	0.441%	0.000%	303,068	0	2024-03-31
Vanguard Russell 2000 ETF	0.430%	0.744%	295,434	2,183	2024-04-30
Argenta-Fund Longer Life Dynamic R Dis	0.388%	0.000%	266,302	0	2024-02-29
Principal SmallCap S&P 600 Idx SP	0.368%	0.000%	252,879	0	2024-04-30
DFA US Micro Cap I	0.353%	-11.130%	242,227	-30,337	2024-04-30