AMERICAN EQTY INVT LIFE HLD (AELUSD) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2024) show 2 hedge funds and institutional investors holding a combined 1.8M shares of AMERICAN EQTY INVT LIFE HLD (AELUSD), valued at $103.8M. The median portfolio weight is 10.0%.
The latest institutional ownership changes for AELUSD show net buying, with the combined position up by 843K shares (84.0%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to AELUSD are Slotnik Capital (11.0% of its 13F portfolio) and Glazer Capital (9.0%). In Q1 2024, Glazer Capital made the largest position increase (+8.2%), while Slotnik Capital made the largest reduction (-2.8%).
Top 2 Institutional Holders in AMERICAN EQTY INVT LIFE HLD (AELUSD), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2024).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Slotnik Capital | 303,605 | $17.1M | 11.0% |
| 2 | Glazer Capital | 1,543,200 | $86.8M | 9.0% |
- 2Institutional investors
- 1,846,805Shares held (disclosed)
- $103.8M13F market value
- 10.0%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of AELUSD. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2024
The biggest weight-increase and weight-decrease changes among funds that hold AELUSD. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Glazer Capital+8.2% · +1,401,200 shares
Top sellers
- Slotnik Capital-2.8% · -54,589 shares
- Pzena Investment Management-0.1% · -503,490 shares
Ownership Statistics
- Funds holding
- 2
- Median weight
- 10.0%
- Largest holder
- Slotnik Capital · 11.0%
- Smallest holder
- Glazer Capital · 9.0%
- Shares held
- 1,846,805 (+843,121)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding AELUSD in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Slotnik Capital | 303,605 | $17.1M | 11.0% |
| 2 | Glazer Capital | 1,543,200 | $86.8M | 9.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in AMERICAN EQTY INVT LIFE HLD (AELUSD) each reporting quarter. Sourced from SEC Form 13F-HR filings.
Methodology & FAQ
Methodology: How We Track AELUSD Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for AMERICAN EQTY INVT LIFE HLD (AELUSD). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to AELUSD on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in AELUSD?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Slotnik Capital and Glazer Capital as of Q1 2024— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the AELUSD ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this AELUSD data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds AELUSD stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for AELUSD as of each filing date.