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AEL

American Equity Investment Life Holding Company

Delisted

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

181 hedge funds and large institutions have $1.86B invested in American Equity Investment Life Holding Company in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $495K | Put options by funds: $324K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 182181 (-1)

3% less capital invested

Capital invested by funds: $1.91B → $1.86B (-$58M)

25% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 77

Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
58
Reduced
77
Closed
17
Calls
$495K
Puts
$324K
Net Calls
+$171K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
51
Waddell & Reed Financial
Kansas
$7.47M +$443K +18,800 +6%
TCIM
52
TIAA CREF Investment Management
New York
$7.41M -$162K -6,875 -2%
Macquarie Group
53
Macquarie Group
Australia
$6.81M +$1.52M +64,505 +28%
PFC
54
Phocas Financial Corp
California
$6.67M +$203K +8,600 +3%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$6.18M +$6.36M +270,000 New
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$5.89M +$767K +32,570 +14%
HAM
57
Hillcrest Asset Management
Texas
$5.46M +$5.62M +238,633 New
BIM
58
BlackRock Investment Management
Delaware
$5.38M +$86.5K +3,673 +2%
N
59
Nuveen
North Carolina
$5.26M -$1.87M -79,343 -26%
Boston Partners
60
Boston Partners
Massachusetts
$5.2M -$30.9K -1,310 -0.6%
NFA
61
Nationwide Fund Advisors
Ohio
$5.13M +$10.7K +453 +0.2%
Barclays
62
Barclays
United Kingdom
$4.51M +$248K +10,513 +5%
PPA
63
Parametric Portfolio Associates
Washington
$4.09M -$11K -465 -0.3%
Millennium Management
64
Millennium Management
New York
$3.98M +$2.97M +126,150 +265%
BCM
65
Bridgeway Capital Management
Texas
$3.97M
Natixis Advisors
66
Natixis Advisors
Massachusetts
$3.79M -$3.57M -151,456 -48%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$3.78M -$934K -39,625 -19%
American Century Companies
68
American Century Companies
Missouri
$3.52M -$3.62M -153,426 -50%
WBC
69
Westpac Banking Corp
Australia
$3.23M -$238K -10,100 -7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.14M +$34.9K +1,479 +1%
VAM
71
Visium Asset Management
New York
$3.1M +$3.19M +135,400 New
QBFM
72
QS Batterymarch Financial Management
New York
$3.06M -$965K -40,940 -23%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3M
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$2.99M +$252K +10,674 +9%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2.88M +$53.8K +2,284 +2%

AEL Hedge Fund Activity: Q3 2014 in Review

181 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2014, worth a combined $1.86B — down 3% from $1.91B a quarter earlier.

Fund positioning in AEL was balanced in Q3 2014: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 77 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $9.41M. The largest seller was Schroder Investment Management Group, cutting an estimated $11M.

  • 181 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2014, down from 182 in Q2 2014.
  • Funds reported $1.86B of American Equity Investment Life Holding Company stock for Q3 2014, down 3% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q3 2014 and 17 closed out, a net change of 0 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2014 was Fred Alger Management, an estimated $9.41M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2014 was Schroder Investment Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2014.