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AEL

American Equity Investment Life Holding Company

Delisted

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

193 hedge funds and large institutions have $2.1B invested in American Equity Investment Life Holding Company in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

2% less capital invested

Capital invested by funds: $2.15B → $2.1B (-$50.1M)

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
86
Reduced
56
Closed
19
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$20.9M +$2.73M +97,242 +16%
Norges Bank
27
Norges Bank
Norway
$20.5M -$483K -17,216 -2%
LCP
28
Lombardia Capital Partners
California
$19.1M -$988K -35,213 -5%
Pzena Investment Management
29
Pzena Investment Management
New York
$18.6M -$6.98M -248,676 -28%
CIP
30
Chartwell Investment Partners
Pennsylvania
$18.3M +$257K +9,176 +1%
LSV Asset Management
31
LSV Asset Management
Illinois
$18.1M -$1.32M -47,100 -7%
RCAMU
32
Rothschild & Co Asset Management US
Connecticut
$17.7M +$2.62M +93,411 +18%
Charles Schwab
33
Charles Schwab
California
$17.4M +$245K +8,743 +1%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$16.4M +$498K +17,766 +3%
RFC
35
Russell Frank Company
Washington
$16.3M -$1.37M -48,947 -8%
Principal Financial Group
36
Principal Financial Group
Iowa
$14.3M +$556K +19,817 +4%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$13.1M +$1.41M +50,294 +13%
Federated Hermes
38
Federated Hermes
Pennsylvania
$12.8M +$662K +23,583 +6%
EBIM
39
Eagle Boston Investment Management
Massachusetts
$12.2M -$4.4M -156,992 -27%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$12.1M
MAA
41
Managed Account Advisors
New Jersey
$11.3M -$32.9K -1,173 -0.3%
WRF
42
Waddell & Reed Financial
Kansas
$10.7M
Morgan Stanley
43
Morgan Stanley
New York
$10.5M +$9.47M +337,588 +1,389%
Macquarie Group
44
Macquarie Group
Australia
$10M +$729K +25,996 +8%
PFC
45
Phocas Financial Corp
California
$9.77M +$1.56M +55,424 +20%
Diamond Hill Capital Management
46
Diamond Hill Capital Management
Ohio
$9.65M -$19.1M -681,233 -67%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$9.2M
TCIM
48
TIAA CREF Investment Management
New York
$9.13M -$53.5K -1,908 -0.6%
Deutsche Bank
49
Deutsche Bank
Germany
$8.37M -$11M -391,700 -58%
BIM
50
BlackRock Investment Management
Delaware
$8.08M +$106K +3,786 +1%

AEL Hedge Fund Activity: Q1 2015 in Review

193 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2015, worth a combined $2.1B — down 2.3% from $2.15B a quarter earlier.

Fund positioning in AEL was balanced in Q1 2015: 19 funds opened new positions, 19 closed out, 86 added to existing stakes and 56 trimmed.

The largest buyer was Prudential Financial, adding an estimated $25.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $20.9M.

  • 193 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2015, down from 197 in Q4 2014.
  • Funds reported $2.1B of American Equity Investment Life Holding Company stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 19 funds opened new American Equity Investment Life Holding Company positions in Q1 2015 and 19 closed out, a net change of 0 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2015 was Prudential Financial, an estimated $25.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2015 was Schroder Investment Management Group, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2015.