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AEL

American Equity Investment Life Holding Company

Delisted

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

197 hedge funds and large institutions have $2.15B invested in American Equity Investment Life Holding Company in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $1.86B → $2.15B (+$293M)

9% more funds holding

Funds holding: 181197 (+16)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
47
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DGHMC
51
Dalton, Greiner, Hartman, Maher & Co
New York
$8.09M -$3.93M -150,952 -35%
BIM
52
BlackRock Investment Management
Delaware
$7.98M +$1M +38,587 +16%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$7.88M
Prudential Financial
54
Prudential Financial
New Jersey
$7.6M +$4.99M +191,880 +280%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$7.51M
HAM
56
Hillcrest Asset Management
Texas
$7.03M +$54K +2,077 +0.9%
NFA
57
Nationwide Fund Advisors
Ohio
$6.31M -$207K -7,943 -4%
BCM
58
Bridgeway Capital Management
Texas
$5.06M
Natixis Advisors
59
Natixis Advisors
Massachusetts
$5.02M +$171K +6,558 +4%
PPA
60
Parametric Portfolio Associates
Washington
$4.32M -$806K -31,008 -17%
Comerica Bank
61
Comerica Bank
Texas
$4.3M +$3.83M +147,442 New
Barclays
62
Barclays
United Kingdom
$4.19M -$1.58M -60,825 -30%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.15M +$3.7M +142,300 New
N
64
Nuveen
North Carolina
$4.13M -$2.3M -88,552 -38%
WBC
65
Westpac Banking Corp
Australia
$4.12M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.03M +$25.6K +986 +0.7%
BG
67
BlackRock Group
United Kingdom
$3.94M +$2.71M +104,212 +339%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.81M +$130K +5,004 +4%
SCM
69
Sterling Capital Management
North Carolina
$3.8M +$171K +6,571 +5%
AllianceBernstein
70
AllianceBernstein
Tennessee
$3.73M -$85.8K -3,300 -3%
American Century Companies
71
American Century Companies
Missouri
$3.62M -$773K -29,741 -19%
QI
72
QS Investors
New York
$3.57M +$3.18M +122,261 New
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$3.37M +$405K +15,560 +16%
PCM
74
Piermont Capital Management
Missouri
$3.25M -$36.9K -1,420 -1%
GC
75
Guggenheim Capital
Illinois
$3.24M -$287K -11,048 -9%

AEL Hedge Fund Activity: Q4 2014 in Review

197 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2014, worth a combined $2.15B — up 16% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AEL positions and 20 closed out — a net gain of 20 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $66.3M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $103M sold.

  • 197 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2014, up from 181 in Q3 2014.
  • Funds reported $2.15B of American Equity Investment Life Holding Company stock for Q4 2014, up 16% quarter-over-quarter.
  • 40 funds opened new American Equity Investment Life Holding Company positions in Q4 2014 and 20 closed out, a net change of +20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $66.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2014 was Halbert Hargrove Global Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2014.