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AEL

American Equity Investment Life Holding Company

Delisted

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

182 hedge funds and large institutions have $1.91B invested in American Equity Investment Life Holding Company in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $1.9B → $1.91B (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 194182 (-12)

11% less call options, than puts

Call options by funds: $808K | Put options by funds: $912K

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
182
Holders Change
-12
Holders Change %
-6.19%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
74
Reduced
65
Closed
29
Calls
$808K
Puts
$912K
Net Calls
-$104K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$22.4M +$7.95M +343,699 +60%
LCP
27
Lombardia Capital Partners
California
$19.6M +$1.13M +49,011 +7%
RFC
28
Russell Frank Company
Washington
$19.5M +$8.75K +378 +0%
KCM
29
Kennedy Capital Management
Missouri
$17.9M -$3.07M -132,768 -15%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$17.6M -$3.15M -136,231 -16%
CCM
31
Century Capital Management
Massachusetts
$17.4M +$16.4M +709,273 New
LSV Asset Management
32
LSV Asset Management
Illinois
$17.2M -$1.19M -51,300 -7%
CIP
33
Chartwell Investment Partners
Pennsylvania
$16.1M +$1.44M +62,100 +10%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$15.9M +$123K +5,304 +0.8%
Deutsche Bank
35
Deutsche Bank
Germany
$15.6M +$2.04M +88,110 +16%
Charles Schwab
36
Charles Schwab
California
$15.3M +$1.9M +82,134 +15%
Alyeska Investment Group
37
Alyeska Investment Group
Illinois
$15.2M +$1.28M +55,155 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$14.6M +$404K +17,443 +3%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$14.4M
Federated Hermes
40
Federated Hermes
Pennsylvania
$12.8M -$536K -23,159 -4%
Principal Financial Group
41
Principal Financial Group
Iowa
$12.5M -$2.48M -107,312 -17%
Brown Advisory
42
Brown Advisory
Maryland
$12.3M +$373K +16,116 +3%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$12.1M +$2.11M +91,153 +23%
DGHMC
44
Dalton, Greiner, Hartman, Maher & Co
New York
$10.9M -$3.64M -157,259 -26%
MAA
45
Managed Account Advisors
New Jersey
$9.84M +$99.9K +4,318 +1%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$9.73M +$570K +24,646 +7%
Lazard Asset Management
47
Lazard Asset Management
New York
$9.25M -$1.42M -61,289 -14%
HAI
48
Hennessy Advisors Inc
California
$9.01M +$1.38M +59,700 +19%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$9M +$814K +35,189 +11%
TCIM
50
TIAA CREF Investment Management
New York
$8.14M +$987K +42,660 +15%

AEL Hedge Fund Activity: Q2 2014 in Review

182 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2014, worth a combined $1.91B — up 0.84% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AEL and 17 opened new positions — a net loss of 12 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was Century Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $60.9M sold.

  • 182 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2014, down from 194 in Q1 2014.
  • Funds reported $1.91B of American Equity Investment Life Holding Company stock for Q2 2014, up 0.84% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q2 2014 and 29 closed out, a net change of -12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2014 was Century Capital Management, an estimated $16.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2014 was Apollo Management Holdings, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2014.