Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Brookfield's acquisition of long-time fund holding American Equity Life (AEL) was completed on May 2. Roughly 30% of...” | Q2 2024 Jun 30, 2024 | Preview | |
“In the fourth quarter, we also exited three positions: American Equity Life (ahead of the closing of its acquisition by Brookfield Reinsurance); STAAR Surgical; and Silk Road Medical.” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AEL.(2 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
