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AEL

American Equity Investment Life Holding Company

Delisted

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

203 hedge funds and large institutions have $2.01B invested in American Equity Investment Life Holding Company in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

5% more funds holding

Funds holding: 193203 (+10)

4% less capital invested

Capital invested by funds: $2.1B → $2.01B (-$88.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
90
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$22.9M +$7.97M +291,360 +52%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$22.9M +$1.18M +43,192 +5%
Wells Fargo
28
Wells Fargo
California
$20.4M -$232K -8,460 -1%
Brown Advisory
29
Brown Advisory
Maryland
$19.7M +$347K +12,693 +2%
KCM
30
Kennedy Capital Management
Missouri
$19.1M -$483K -17,652 -2%
CIP
31
Chartwell Investment Partners
Pennsylvania
$17M +$100K +3,659 +0.6%
Norges Bank
32
Norges Bank
Norway
$16.9M -$2.14M -78,240 -11%
Charles Schwab
33
Charles Schwab
California
$16.8M +$682K +24,909 +4%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$16.5M +$128K +4,669 +0.8%
LSV Asset Management
35
LSV Asset Management
Illinois
$16.2M -$536K -19,600 -3%
Federated Hermes
36
Federated Hermes
Pennsylvania
$14M +$2.23M +81,611 +19%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$12.5M +$392K +14,340 +3%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$12.3M +$4.96M +181,266 +66%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$11.2M
MAA
40
Managed Account Advisors
New Jersey
$11M +$576K +21,062 +5%
Morgan Stanley
41
Morgan Stanley
New York
$11M +$1.24M +45,161 +12%
Macquarie Group
42
Macquarie Group
Australia
$10.9M +$1.65M +60,242 +18%
PFC
43
Phocas Financial Corp
California
$8.75M -$302K -11,051 -3%
BIM
44
BlackRock Investment Management
Delaware
$8.57M +$1.11M +40,517 +15%
TCIM
45
TIAA CREF Investment Management
New York
$8.45M -$7.94K -290 -0.1%
Deutsche Bank
46
Deutsche Bank
Germany
$8.3M +$554K +20,246 +7%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$8.29M +$5.34M +194,963 +174%
EBIM
48
Eagle Boston Investment Management
Massachusetts
$7.9M -$3.47M -126,707 -30%
Millennium Management
49
Millennium Management
New York
$7.65M +$4.89M +178,651 +170%
Citadel Advisors
50
Citadel Advisors
Florida
$7.51M +$2.46M +89,827 +48%

AEL Hedge Fund Activity: Q2 2015 in Review

203 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2015, worth a combined $2.01B — down 4.2% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEL positions and 16 closed out — a net gain of 12 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $28.1M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $18.6M sold.

  • 203 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2015, up from 193 in Q1 2015.
  • Funds reported $2.01B of American Equity Investment Life Holding Company stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 28 funds opened new American Equity Investment Life Holding Company positions in Q2 2015 and 16 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2015 was Alyeska Investment Group, an estimated $28.1M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2015 was Pzena Investment Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2015.