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AEL

American Equity Investment Life Holding Company

Delisted

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

220 hedge funds and large institutions have $2B invested in American Equity Investment Life Holding Company in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

971% more call options, than puts

Call options by funds: $557K | Put options by funds: $52K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

8% more funds holding

Funds holding: 203220 (+17)

0% less capital invested

Capital invested by funds: $2.01B → $2B (-$4.78M)

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
41
Increased
104
Reduced
53
Closed
23
Calls
$557K
Puts
$52K
Net Calls
+$505K
Net Calls Change
+$505K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$20.6M -$16.8M -650,800 -42%
TSW
27
Thompson Siegel & Walmsley
Virginia
$19.6M -$642K -24,919 -3%
RFC
28
Russell Frank Company
Washington
$17.8M -$2.29M -88,689 -10%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$17.5M -$2.53M -98,329 -12%
Norges Bank
30
Norges Bank
Norway
$17.4M +$3.06M +118,900 +19%
Wells Fargo
31
Wells Fargo
California
$17.2M -$454K -17,615 -2%
Millennium Management
32
Millennium Management
New York
$17M +$11.5M +446,333 +157%
KCM
33
Kennedy Capital Management
Missouri
$16.8M +$319K +12,391 +2%
LCP
34
Lombardia Capital Partners
California
$15.1M -$5.59M -216,948 -25%
Morgan Stanley
35
Morgan Stanley
New York
$15M +$6.06M +235,206 +58%
RCAMU
36
Rothschild & Co Asset Management US
Connecticut
$14.7M +$494K +19,161 +3%
Charles Schwab
37
Charles Schwab
California
$14.7M +$179K +6,933 +1%
Federated Hermes
38
Federated Hermes
Pennsylvania
$14M +$2.08M +80,744 +16%
CIP
39
Chartwell Investment Partners
Pennsylvania
$14M -$801K -31,100 -5%
LSV Asset Management
40
LSV Asset Management
Illinois
$12M -$2.26M -87,835 -15%
Bank of America
41
Bank of America
North Carolina
$11.8M +$10.4M +404,828 +393%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$11.6M +$4.96M +192,373 +63%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$11.4M +$644K +24,995 +5%
DGHMC
44
Dalton, Greiner, Hartman, Maher & Co
New York
$11.2M +$705K +27,357 +6%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$10.1M +$11.2M +435,000 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$9.67M
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$8.94M +$2.92M +113,300 +42%
BA
48
Boston Advisors
Massachusetts
$8.52M +$8.8M +341,390 +1,423%
Brown Advisory
49
Brown Advisory
Maryland
$8.19M -$9.77M -379,101 -52%
EAM
50
EverPoint Asset Management
Connecticut
$8.16M +$9.02M +350,000 New

AEL Hedge Fund Activity: Q3 2015 in Review

220 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2015, worth a combined $2B — down 0.24% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AEL positions and 23 closed out — a net gain of 18 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $68.3M. The largest seller was JP Morgan Chase, cutting an estimated $19.9M.

  • 220 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2015, up from 203 in Q2 2015.
  • Funds reported $2B of American Equity Investment Life Holding Company stock for Q3 2015, down 0.24% quarter-over-quarter.
  • 41 funds opened new American Equity Investment Life Holding Company positions in Q3 2015 and 23 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2015 was Deutsche Bank, an estimated $68.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2015 was JP Morgan Chase, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2015.