American Equity Investment Life Ownership | Who Owns American Equity Investment Life?
American Equity Investment Life Ownership Summary
American Equity Investment Life is owned by 95.45% institutional investors, and 4.55% retail investors. Algert global is the largest institutional shareholder, holding 0% of AEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.60% of its assets in American Equity Investment Life shares.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Algert global | - | - | - |
| Gabelli funds | - | - | - |
| First trust capital management | - | - | - |
| Woodline partners lp | - | - | - |
| Red tortoise | - | - | - |
| Price t rowe associates inc /md/ | - | - | - |
| Nexpoint asset management | - | - | - |
| Geode capital management | - | - | - |
| Voya investment management | - | - | - |
| Beacon capital management | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Algert global | - | - | - |
| Gabelli funds | - | - | - |
| First trust capital management | - | - | - |
| Woodline partners lp | - | - | - |
| Red tortoise | - | - | - |
| Price t rowe associates inc /md/ | - | - | - |
| Nexpoint asset management | - | - | - |
| Geode capital management | - | - | - |
| Voya investment management | - | - | - |
| Beacon capital management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fortitude family office | - | - | -6.00 |
| Ci investments | - | - | -9.00 |
| Spire wealth management | - | - | -10.00 |
| Rothschild investment | - | - | -10.00 |
| Parkside financial bank & trust | - | - | -13.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brookfield corp /on/ | - | - | -15.89M |
| Blackrock | - | - | -10.91M |
| Vanguard group | - | - | -8.27M |
| Dimensional fund advisors lp | - | - | -4.81M |
| State street | - | - | -2.93M |
Sold Out
| Holder | Change |
|---|---|
| Fortitude family office | -6.00 |
| Ci investments | -9.00 |
| Spire wealth management | -10.00 |
| Rothschild investment | -10.00 |
| Parkside financial bank & trust | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2024 | 246 | -2.38% | 75,465,293 | 1.26% | 95 | 1.07% | 105 | -5.41% | 88 | -2.22% |
| Dec 31, 2023 | 252 | -1.56% | 74,524,067 | 2.26% | 94 | 1.08% | 111 | 13.27% | 90 | -14.29% |
| Sep 30, 2023 | 256 | -4.48% | 72,878,545 | -3.15% | 93 | 1.00% | 98 | -14.78% | 105 | - |
| Jun 30, 2023 | 268 | 1.52% | 75,247,261 | -4.62% | 96 | 1.08% | 115 | 1.77% | 105 | -2.78% |
| Mar 31, 2023 | 264 | -7.04% | 78,889,832 | -4.33% | 94 | 1.14% | 113 | -15.67% | 108 | 5.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.47M | 3.60% | 40.45K |
| Vanguard Small Cap Index | 2.02M | 2.94% | -4.07K |
| DFA US Small Cap Value I | 1.55M | 2.25% | -110.81K |
| First Trust Merger Arbitrage Cl I | 1.39M | 2.02% | 454.75K |
| Vanguard Small Cap Value Index Inv | 1.36M | 1.97% | -7.93K |
| Vanguard Institutional Extnd Mkt Idx Tr | 901.41K | 1.31% | -15.68K |
| Fidelity Small Cap Index | 778.50K | 1.13% | -18.99K |
| DFA US Targeted Value I | 700.59K | 1.02% | -34.07K |
| The Merger Fund A | 531.90K | 0.77% | 204.31K |
| DFA US Small Cap I | 482.38K | 0.70% | -82.31K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2023 | Lummus Dewayne | SVP & Chief Accounting Officer | Buy | $84.40 |
| Jun 02, 2023 | Lummus Dewayne | SVP & Chief Accounting Officer | Buy | $20.11K |
| May 17, 2023 | Lummus Dewayne | SVP & Chief Accounting Officer | Buy | $15.09K |
| May 15, 2023 | Lummus Dewayne | SVP & Chief Accounting Officer | Buy | $3.77K |
| Jun 16, 2023 | Lummus Dewayne | SVP & Chief Accounting Officer | Buy | $3.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 12 |
AEL Ownership FAQ
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