American Equity Investment Life Holding Co (AEL) Ownership

40.29 ↓2.13 (-5.02%)
As of Market Close on December 5th, 2022.

Institutional Ownership

Brookfield Asset Management Inc 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 20 institutional holders of AEL own 65.69% of the company with a total of 56.5 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of AEL by 512 thousand shares. 2 institutions bought 437,490 total additional shares and increased their ownership by an average of 33.23%. However 7 institutions sold 949,574 total shares and decreased their ownership by an average of 6.04%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of American Equity Investment Life Holding Co decreased by a net total of -512,084 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.856%-5.447%8,473,112-488,1032022-09-30
Dimensional Fund Advisors, Inc.8.161%-0.329%7,015,480-23,1202022-09-30
State Street Corporation3.402%-7.868%2,924,282-249,7342022-09-30
Goldman Sachs Group Inc1.953%9.149%1,679,117140,7512022-09-30
Charles Schwab Investment Management Inc1.219%-3.600%1,048,063-39,1352022-09-30
Bank of New York Mellon Corp1.041%-1.712%894,646-15,5832022-09-30
abrdn PLC0.947%57.320%814,427296,7392022-09-30
Bragg Financial Advisors Inc0.673%-8.370%578,616-52,8512022-09-30
Principal Financial Group Inc0.537%-14.932%461,731-81,0482022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Brookfield Asset Management Inc18.480%0.000%15,886,16302022-06-30
Vanguard Group Inc9.856%-5.447%8,473,112-488,1032022-09-30
Dimensional Fund Advisors, Inc.8.161%-0.329%7,015,480-23,1202022-09-30
River Road Asset Management, LLC4.563%-2.463%3,923,013-99,0702022-06-30
State Street Corporation3.402%-7.868%2,924,282-249,7342022-09-30
ClearBridge Advisors, LLC3.283%0.264%2,822,4987,4342022-06-30
Pzena Investment Management, LLC2.028%-4.297%1,743,109-78,2642022-06-30
Goldman Sachs Group Inc1.953%9.149%1,679,117140,7512022-09-30
Amvescap Plc.1.953%-8.552%1,679,057-157,0282022-06-30
Northern Trust Corp1.620%-3.920%1,392,222-56,7972022-06-30
Geode Capital Management, LLC1.586%-4.775%1,363,299-68,3662022-06-30
Nuveen Asset Management, LLC1.252%-5.211%1,076,462-59,1732022-06-30
Ameriprise Financial Inc1.239%-4.221%1,065,364-46,9482022-06-30
Charles Schwab Investment Management Inc1.219%-3.600%1,048,063-39,1352022-09-30
Jacobs Levy Equity Management, Inc.1.183%16.148%1,016,603141,3382022-06-30
Bank of New York Mellon Corp1.041%-1.712%894,646-15,5832022-09-30
abrdn PLC0.947%57.320%814,427296,7392022-09-30
Kennedy Capital Management Inc0.715%2.659%614,71415,9242022-06-30
Bragg Financial Advisors Inc0.673%-8.370%578,616-52,8512022-09-30
Principal Financial Group Inc0.537%-14.932%461,731-81,0482022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of American Equity Investment Life Holding Co (AEL), owning a total of 5.2 million shares. Combined, the top 20 mutual fund holders of AEL own 40.64% of the company with a total of 34.9 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of AEL by 88 thousand shares. 8 funds bought 87,644 total additional shares and increased their ownership by an average of 0.69%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding American Equity Investment Life Holding Co increased by a net total of 87,644 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.103%0.236%5,246,24812,3542022-10-31
Vanguard Total Stock Mkt Idx Inv2.445%0.333%2,101,4756,9762022-10-31
Vanguard Small Cap Index2.104%1.633%1,809,01829,0722022-10-31
ClearBridge Small Cap Growth1.982%0.000%1,703,38402022-10-31
iShares Russell 2000 ETF1.883%0.327%1,618,9305,2822022-10-31
Vanguard Small Cap Value Index Inv1.442%2.154%1,239,49126,1322022-10-31
iShares S&P Small-Cap 600 Value ETF1.165%0.222%1,001,7192,2172022-10-31
Vanguard Extended Market Index Investor1.116%0.354%959,5013,3862022-10-31
Vanguard Tax-Managed Small Cap Adm0.889%0.000%764,60502022-10-31
iShares Russell 2000 Value ETF0.876%0.297%752,6882,2252022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.103%0.236%5,246,24812,3542022-10-31
Delaware Sm-Cap Val Eq3.100%0.000%2,665,30002022-03-31
DFA US Small Cap Value I2.766%0.000%2,377,50602022-09-30
Delaware US Small Cap Value Eq SMA2.536%-18.197%2,180,300-485,0002022-09-30
Delaware Small Cap Value A2.536%-0.836%2,180,300-18,3802022-09-30
Vanguard Total Stock Mkt Idx Inv2.445%0.333%2,101,4756,9762022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.436%-4.999%2,094,499-110,2172022-09-30
Vanguard Small Cap Index2.104%1.633%1,809,01829,0722022-10-31
ClearBridge Small Cap Growth A1.982%-1.662%1,703,384-28,7932022-09-30
ClearBridge Small Cap Growth1.982%0.000%1,703,38402022-10-31
iShares Russell 2000 ETF1.883%0.327%1,618,9305,2822022-10-31
Vanguard Small Cap Value Index Inv1.442%2.154%1,239,49126,1322022-10-31
Macquarie US Small Cap Core Equity1.402%1.665%1,205,27619,7352022-09-30
Delaware Small Cap Core I1.402%0.862%1,205,27610,2962022-09-30
Invesco Small Cap Value A1.353%0.000%1,162,94702022-09-30
iShares S&P Small-Cap 600 Value ETF1.165%0.222%1,001,7192,2172022-10-31
DFA US Targeted Value I1.121%0.000%963,49902022-09-30
Vanguard Extended Market Index Investor1.116%0.354%959,5013,3862022-10-31
Vanguard Tax-Managed Small Cap Adm0.889%0.000%764,60502022-10-31
iShares Russell 2000 Value ETF0.876%0.297%752,6882,2252022-10-31

Discussions

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jchonnee

$AEL Stair stepping nicely

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