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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
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$668K
Allianz Asset Management
127
Allianz Asset Management
Germany
$657K
AG
128
Aperio Group
California
$655K +$167K +6,435 +40%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$645K -$3.72M -143,224 -87%
PI
130
Placemark Investments
Illinois
$616K -$18.9K -727 -3%
WSFS
131
Wilmington Savings Fund Society
Delaware
$590K -$32.5K -1,250 -6%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$584K +$222K +8,536 +74%
UBS Group
133
UBS Group
Switzerland
$576K +$513K +19,717 New
MCC
134
Malaga Cove Capital
California
$568K +$501K +19,281 New
Credit Agricole
135
Credit Agricole
France
$567K
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$548K +$488K +18,770 New
Legal & General Group
137
Legal & General Group
United Kingdom
$547K +$87.7K +3,371 +22%
GMIM
138
General Motors Investment Management
New York
$533K
AQR Capital Management
139
AQR Capital Management
Connecticut
$523K -$557K -21,400 -54%
Millennium Management
140
Millennium Management
New York
$517K -$4.06M -156,011 -90%
PAM
141
Paradigm Asset Management
New York
$515K
ProShare Advisors
142
ProShare Advisors
Maryland
$513K -$302K -11,606 -40%
R
143
RQSI
Bahamas
$505K +$450K +17,313 New
PI
144
PineBridge Investments
New York
$500K +$445K +17,126 New
LA
145
Lucus Advisors
New York
$500K +$446K +17,136 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$492K +$100K +3,847 +30%
SG Americas Securities
147
SG Americas Securities
New York
$474K +$298K +11,450 +239%
FIM
148
Freedom Investment Management
Connecticut
$470K -$90K -3,461 -18%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$461K
BC
150
Burney Company
Virginia
$461K +$4.81K +185 +1%

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.