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AEL

American Equity Investment Life Holding Company

Delisted

AEL was delisted on the 2nd of May, 2024.

201 hedge funds and large institutions have $2.17B invested in American Equity Investment Life Holding Company in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $1.7B → $2.17B (+$477M)

5% more funds holding

Funds holding: 192201 (+9)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 81

27% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.85M

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
32
Increased
62
Reduced
81
Closed
21
Calls
$1.36M
Puts
$1.85M
Net Calls
-$493K
Net Calls Change
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$24.6M -$11M -484,597 -34%
ClearBridge Investments
27
ClearBridge Investments
New York
$24.6M +$3.44M +151,050 +19%
TSW
28
Thompson Siegel & Walmsley
Virginia
$23.7M -$2.8M -122,723 -12%
MCM
29
Munder Capital Management
Michigan
$21.7M +$3.76M +164,817 +25%
LSV Asset Management
30
LSV Asset Management
Illinois
$20.9M -$1.84M -80,819 -9%
DGHMC
31
Dalton, Greiner, Hartman, Maher & Co
New York
$20M -$784K -34,390 -4%
LCP
32
Lombardia Capital Partners
California
$19.8M -$5.74M -252,058 -25%
Boston Partners
33
Boston Partners
Massachusetts
$18.7M -$2.01M -88,140 -11%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$18.7M -$2.33M -102,326 -13%
RFC
35
Russell Frank Company
Washington
$18.6M -$3M -131,499 -14%
GT
36
Glenmede Trust
Pennsylvania
$18.2M -$177K -7,778 -1%
Federated Hermes
37
Federated Hermes
Pennsylvania
$17.9M -$2.04M -89,306 -12%
Wells Fargo
38
Wells Fargo
California
$16.9M +$71.4K +3,132 +0.5%
Lazard Asset Management
39
Lazard Asset Management
New York
$16.6M +$324K +14,212 +2%
CIP
40
Chartwell Investment Partners
Pennsylvania
$15.9M -$5.42M -237,635 -28%
Norges Bank
41
Norges Bank
Norway
$15.8M
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$15.4M
Deutsche Bank
43
Deutsche Bank
Germany
$15.2M -$12M -527,246 -48%
Millennium Management
44
Millennium Management
New York
$13.6M +$5.09M +223,557 +76%
Brown Advisory
45
Brown Advisory
Maryland
$13.1M -$1.11M -48,764 -9%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$12.5M
American Century Companies
47
American Century Companies
Missouri
$11.9M -$438K -19,215 -4%
MAA
48
Managed Account Advisors
New Jersey
$11.7M -$3.79M -166,198 -27%
GF
49
Gerstein Fisher
New York
$11M +$877K +38,493 +100%
QBFM
50
QS Batterymarch Financial Management
New York
$11M -$646K -28,330 -6%

AEL Hedge Fund Activity: Q4 2013 in Review

201 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2013, worth a combined $2.17B — up 28% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 21 closed out — a net gain of 11 holders — while 62 added to existing stakes and 81 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $89.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $42.5M sold.

  • 201 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $2.17B of American Equity Investment Life Holding Company stock for Q4 2013, up 28% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q4 2013 and 21 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2013 was EARNEST Partners, an estimated $89.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2013 was Fidelity Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2013.