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AEL

American Equity Investment Life Holding Company

Delisted

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

201 hedge funds and large institutions have $2.17B invested in American Equity Investment Life Holding Company in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $1.7B → $2.17B (+$477M)

5% more funds holding

Funds holding: 192201 (+9)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 81

27% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.85M

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
32
Increased
62
Reduced
81
Closed
21
Calls
$1.36M
Puts
$1.85M
Net Calls
-$493K
Net Calls Change
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$10.9M +$551K +24,175 +6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$9.73M +$829K +36,397 +11%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$9.29M -$289K -12,699 -3%
N
54
Nuveen
North Carolina
$9.13M -$25K -1,097 -0.3%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$8.74M +$1.72M +75,293 +29%
WRF
56
Waddell & Reed Financial
Kansas
$8.37M +$7.23M +317,200 New
HAI
57
Hennessy Advisors Inc
California
$8.19M
Citadel Advisors
58
Citadel Advisors
Florida
$7.99M -$12.8M -561,422 -65%
TCIM
59
TIAA CREF Investment Management
New York
$7.86M
PFC
60
Phocas Financial Corp
California
$6.96M -$68.3K -2,999 -1%
CBOA
61
Commonwealth Bank of Australia
Australia
$6.95M +$248K +10,900 +4%
EAM
62
Eagle Asset Management
Florida
$6.84M +$807K +35,432 +16%
PIM
63
Profit Investment Management
Maryland
$6.34M
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$6.29M -$183K -8,030 -3%
Renaissance Technologies
65
Renaissance Technologies
New York
$6.13M -$1.73M -76,000 -25%
NFA
66
Nationwide Fund Advisors
Ohio
$5.89M -$111K -4,850 -2%
BIM
67
BlackRock Investment Management
Delaware
$5.62M -$159K -6,976 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$5.61M +$912K +40,013 +23%
PPA
69
Parametric Portfolio Associates
Washington
$5.19M +$130K +5,724 +3%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$4.98M +$2.5M +109,624 +137%
Barclays
71
Barclays
United Kingdom
$4.93M -$2.66M -116,865 -38%
Macquarie Group
72
Macquarie Group
Australia
$4.69M +$379K +16,615 +10%
BCM
73
Bridgeway Capital Management
Texas
$4.6M +$21.6K +950 +0.5%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$4.52M +$3.91M +171,494 New
Nordea Investment Management
75
Nordea Investment Management
Sweden
$3.92M +$274K +12,020 +9%

AEL Hedge Fund Activity: Q4 2013 in Review

201 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2013, worth a combined $2.17B — up 28% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 21 closed out — a net gain of 11 holders — while 62 added to existing stakes and 81 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $89.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $42.5M sold.

  • 201 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $2.17B of American Equity Investment Life Holding Company stock for Q4 2013, up 28% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q4 2013 and 21 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2013 was EARNEST Partners, an estimated $89.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2013 was Fidelity Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2013.