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AEL

American Equity Investment Life Holding Company

Delisted

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

194 hedge funds and large institutions have $1.9B invested in American Equity Investment Life Holding Company in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 201194 (-7)

13% less capital invested

Capital invested by funds: $2.17B → $1.9B (-$277M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

27% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $2.08M

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
60
Reduced
90
Closed
23
Calls
$1.52M
Puts
$2.08M
Net Calls
-$569K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$20.1M -$5.89M -255,291 -23%
GT
27
Glenmede Trust
Pennsylvania
$19.6M +$3.19M +138,183 +20%
RFC
28
Russell Frank Company
Washington
$17.9M -$219K -9,480 -1%
LSV Asset Management
29
LSV Asset Management
Illinois
$17.7M -$1.02M -44,300 -6%
LCP
30
Lombardia Capital Partners
California
$17.6M -$61.7K -2,677 -0.4%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$15.1M -$8.21M -356,050 -36%
Principal Financial Group
32
Principal Financial Group
Iowa
$14.5M -$8.87M -384,781 -39%
DGHMC
33
Dalton, Greiner, Hartman, Maher & Co
New York
$14.2M -$3.59M -155,709 -21%
Norges Bank
34
Norges Bank
Norway
$14.2M
CIP
35
Chartwell Investment Partners
Pennsylvania
$14M -$267K -11,575 -2%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$13.8M
Citadel Advisors
37
Citadel Advisors
Florida
$13.6M +$6.33M +274,383 +91%
Wells Fargo
38
Wells Fargo
California
$13.4M -$1.64M -71,282 -11%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$13.3M +$2.06M +89,182 +19%
Deutsche Bank
40
Deutsche Bank
Germany
$12.9M -$669K -29,003 -5%
Federated Hermes
41
Federated Hermes
Pennsylvania
$12.8M -$3.18M -137,889 -20%
Charles Schwab
42
Charles Schwab
California
$12.8M +$2.96M +128,574 +31%
Brown Advisory
43
Brown Advisory
Maryland
$11.4M -$331K -14,342 -3%
American Century Companies
44
American Century Companies
Missouri
$10.4M -$276K -11,983 -3%
Lazard Asset Management
45
Lazard Asset Management
New York
$10.3M -$4.46M -193,306 -31%
QBFM
46
QS Batterymarch Financial Management
New York
$9.73M -$128K -5,550 -1%
RCAMU
47
Rothschild & Co Asset Management US
Connecticut
$9.46M +$9.23M +400,578 New
MAA
48
Managed Account Advisors
New Jersey
$9.34M -$1.09M -47,215 -11%
WRF
49
Waddell & Reed Financial
Kansas
$9.23M +$1.69M +73,400 +23%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$8.76M +$915K +39,707 +12%

AEL Hedge Fund Activity: Q1 2014 in Review

194 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2014, worth a combined $1.9B — down 13% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AEL and 17 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was New Amsterdam Partners, cutting an estimated $27.1M.

  • 194 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2014, down from 201 in Q4 2013.
  • Funds reported $1.9B of American Equity Investment Life Holding Company stock for Q1 2014, down 13% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q1 2014 and 23 closed out, a net change of -6 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2014 was Vanguard Group, an estimated $16.6M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2014 was New Amsterdam Partners, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2014.