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AEL

American Equity Investment Life Holding Company

Delisted

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

182 hedge funds and large institutions have $1.91B invested in American Equity Investment Life Holding Company in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $1.9B → $1.91B (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 194182 (-12)

11% less call options, than puts

Call options by funds: $808K | Put options by funds: $912K

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
182
Holders Change
-12
Holders Change %
-6.19%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
74
Reduced
65
Closed
29
Calls
$808K
Puts
$912K
Net Calls
-$104K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$7.8M -$989K -42,736 -12%
N
52
Nuveen
North Carolina
$7.61M -$1.14M -49,261 -14%
WRF
53
Waddell & Reed Financial
Kansas
$7.57M -$1.92M -83,000 -21%
American Century Companies
54
American Century Companies
Missouri
$7.56M -$3.07M -132,665 -30%
PFC
55
Phocas Financial Corp
California
$6.96M +$876K +37,864 +15%
Macquarie Group
56
Macquarie Group
Australia
$5.73M +$630K +27,230 +13%
BIM
57
BlackRock Investment Management
Delaware
$5.69M +$365K +15,778 +7%
Boston Partners
58
Boston Partners
Massachusetts
$5.63M -$738K -31,900 -12%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$5.53M -$384K -16,600 -7%
NFA
60
Nationwide Fund Advisors
Ohio
$5.5M +$5.17M +223,622 New
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$5.04M -$501K -21,660 -10%
Barclays
62
Barclays
United Kingdom
$4.67M -$1.53M -65,956 -25%
PPA
63
Parametric Portfolio Associates
Washington
$4.41M +$94.3K +4,075 +2%
QBFM
64
QS Batterymarch Financial Management
New York
$4.29M -$5.49M -237,180 -58%
BCM
65
Bridgeway Capital Management
Texas
$4.27M -$2.68M -115,900 -40%
WBC
66
Westpac Banking Corp
Australia
$3.72M -$805K -34,800 -19%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$3.34M +$449K +19,400 +17%
AllianceBernstein
68
AllianceBernstein
Tennessee
$3.23M -$6.43K -278 -0.2%
PIM
69
Profit Investment Management
Maryland
$3.17M -$2.58M -111,550 -46%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3.04M +$223K +9,652 +8%
SCM
71
Sterling Capital Management
North Carolina
$2.97M +$383K +16,559 +16%
CS
72
Credit Suisse
Switzerland
$2.96M +$1.53M +66,232 +122%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$2.95M -$757K -32,700 -21%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$2.92M -$1.02M -44,162 -27%
PCM
75
Piermont Capital Management
Missouri
$2.79M +$2.63M +113,490 New

AEL Hedge Fund Activity: Q2 2014 in Review

182 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2014, worth a combined $1.91B — up 0.84% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AEL and 17 opened new positions — a net loss of 12 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was Century Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $60.9M sold.

  • 182 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2014, down from 194 in Q1 2014.
  • Funds reported $1.91B of American Equity Investment Life Holding Company stock for Q2 2014, up 0.84% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q2 2014 and 29 closed out, a net change of -12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2014 was Century Capital Management, an estimated $16.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2014 was Apollo Management Holdings, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2014.