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AEL

American Equity Investment Life Holding Company

Delisted

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

197 hedge funds and large institutions have $2.15B invested in American Equity Investment Life Holding Company in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $1.86B → $2.15B (+$293M)

9% more funds holding

Funds holding: 181197 (+16)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
47
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$21.1M -$3.4M -130,548 -15%
LCP
27
Lombardia Capital Partners
California
$20.2M -$1.87M -71,898 -9%
KCM
28
Kennedy Capital Management
Missouri
$20M -$554K -21,301 -3%
Deutsche Bank
29
Deutsche Bank
Germany
$19.8M +$723K +27,787 +4%
LSV Asset Management
30
LSV Asset Management
Illinois
$19.5M
Brown Advisory
31
Brown Advisory
Maryland
$18.1M +$1.27M +48,898 +9%
CIP
32
Chartwell Investment Partners
Pennsylvania
$18M -$213K -8,200 -1%
RFC
33
Russell Frank Company
Washington
$17.9M -$4.77M -183,555 -23%
Charles Schwab
34
Charles Schwab
California
$17.2M -$1.02M -39,126 -6%
EBIM
35
Eagle Boston Investment Management
Massachusetts
$16.8M -$14M -538,564 -48%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$15.9M -$3.13M -120,178 -18%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$15M -$150K -5,769 -1%
Principal Financial Group
38
Principal Financial Group
Iowa
$13.7M -$705K -27,097 -5%
CCM
39
Century Capital Management
Massachusetts
$12.5M -$7.27M -279,481 -39%
Federated Hermes
40
Federated Hermes
Pennsylvania
$12.1M -$2.21M -85,110 -17%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$12.1M -$4.39M -168,866 -29%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$11.7M +$64.1K +2,464 +0.6%
MAA
43
Managed Account Advisors
New Jersey
$11.3M -$140K -5,390 -1%
WRF
44
Waddell & Reed Financial
Kansas
$10.8M +$1.1M +42,300 +13%
Macquarie Group
45
Macquarie Group
Australia
$9.26M +$513K +19,708 +7%
TCIM
46
TIAA CREF Investment Management
New York
$9.21M -$224K -8,613 -3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$9.2M -$282K -10,855 -3%
Citadel Advisors
48
Citadel Advisors
Florida
$8.92M -$7.58M -291,624 -49%
FAM
49
Fred Alger Management
New York
$8.52M -$2.79M -107,398 -27%
PFC
50
Phocas Financial Corp
California
$8.17M -$300K -11,541 -4%

AEL Hedge Fund Activity: Q4 2014 in Review

197 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2014, worth a combined $2.15B — up 16% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AEL positions and 20 closed out — a net gain of 20 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $66.3M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $103M sold.

  • 197 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2014, up from 181 in Q3 2014.
  • Funds reported $2.15B of American Equity Investment Life Holding Company stock for Q4 2014, up 16% quarter-over-quarter.
  • 40 funds opened new American Equity Investment Life Holding Company positions in Q4 2014 and 20 closed out, a net change of +20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $66.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2014 was Halbert Hargrove Global Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2014.