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AEL

American Equity Investment Life Holding Company

Delisted

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

181 hedge funds and large institutions have $1.86B invested in American Equity Investment Life Holding Company in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $495K | Put options by funds: $324K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 182181 (-1)

3% less capital invested

Capital invested by funds: $1.91B → $1.86B (-$58M)

25% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 77

Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
58
Reduced
77
Closed
17
Calls
$495K
Puts
$324K
Net Calls
+$171K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$19.5M -$8.23M -349,409 -29%
Wells Fargo
27
Wells Fargo
California
$19.1M -$1.8M -76,301 -8%
RFC
28
Russell Frank Company
Washington
$18.1M +$16.4K +695 +0.1%
LCP
29
Lombardia Capital Partners
California
$17.4M -$763K -32,370 -4%
CCM
30
Century Capital Management
Massachusetts
$16.2M
KCM
31
Kennedy Capital Management
Missouri
$16.2M -$485K -20,590 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$15.7M -$739K -31,344 -4%
LSV Asset Management
33
LSV Asset Management
Illinois
$15.3M -$721K -30,600 -4%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$15.2M +$1.08M +45,663 +7%
Deutsche Bank
35
Deutsche Bank
Germany
$14.9M +$393K +16,671 +3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$14.8M
Charles Schwab
37
Charles Schwab
California
$14.4M +$114K +4,836 +0.8%
CIP
38
Chartwell Investment Partners
Pennsylvania
$14.3M -$679K -28,795 -4%
Citadel Advisors
39
Citadel Advisors
Florida
$13.7M +$61.6K +2,613 +0.4%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$13.4M
Brown Advisory
41
Brown Advisory
Maryland
$13.1M +$1.72M +73,164 +15%
RCAMU
42
Rothschild & Co Asset Management US
Connecticut
$11.9M +$664K +28,171 +6%
Federated Hermes
43
Federated Hermes
Pennsylvania
$11.4M -$438K -18,569 -4%
Principal Financial Group
44
Principal Financial Group
Iowa
$11.4M -$221K -9,379 -2%
HAI
45
Hennessy Advisors Inc
California
$11M +$2.69M +114,100 +31%
DGHMC
46
Dalton, Greiner, Hartman, Maher & Co
New York
$9.79M -$370K -15,718 -4%
FAM
47
Fred Alger Management
New York
$9.13M +$9.41M +399,163 New
Geode Capital Management
48
Geode Capital Management
Massachusetts
$9.09M +$41.1K +1,746 +0.4%
MAA
49
Managed Account Advisors
New Jersey
$9M -$159K -6,742 -2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.18M -$200K -8,500 -2%

AEL Hedge Fund Activity: Q3 2014 in Review

181 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2014, worth a combined $1.86B — down 3% from $1.91B a quarter earlier.

Fund positioning in AEL was balanced in Q3 2014: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 77 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $9.41M. The largest seller was Schroder Investment Management Group, cutting an estimated $11M.

  • 181 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2014, down from 182 in Q2 2014.
  • Funds reported $1.86B of American Equity Investment Life Holding Company stock for Q3 2014, down 3% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q3 2014 and 17 closed out, a net change of 0 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2014 was Fred Alger Management, an estimated $9.41M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2014 was Schroder Investment Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2014.