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AEL

American Equity Investment Life Holding Company

Delisted

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

194 hedge funds and large institutions have $1.9B invested in American Equity Investment Life Holding Company in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 201194 (-7)

13% less capital invested

Capital invested by funds: $2.17B → $1.9B (-$277M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

27% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $2.08M

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
60
Reduced
90
Closed
23
Calls
$1.52M
Puts
$2.08M
Net Calls
-$569K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
176
Index Management Solutions
Pennsylvania
$50K +$48.9K +2,120 New
TRCT
177
Tower Research Capital (TRC)
New York
$43K -$11.4K -494 -22%
MFS
178
MSI Financial Services
Massachusetts
$33K -$2.31K -100 -7%
IRS
179
Invictus RG (Singapore)
Singapore
$19K -$311K -13,473 -94%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$17K -$15.6K -678 -48%
SGAM
181
Smith Group Asset Management
Texas
$17K
HR
182
Howe & Rusling
New York
$16K +$16K +693 New
PTC
183
Private Trust Company
Ohio
$8K -$277 -12 -3%
TWI
184
Thomas White International
Illinois
$8K
RNS
185
Robert N. Shapiro
$4K
ACS
186
Archford Capital Strategies
Illinois
$3.47K +$3.39K +147 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$3K
PFSC
188
Peoples Financial Services Corp
Pennsylvania
$3K
PIA
189
Piedmont Investment Advisors
North Carolina
$2.36K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$2K -$2.65K -115 -60%
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15K -$1.31K -57 -0.1%
KCPG
192
Kavar Capital Partners Group
Kansas
$1K +$277 +12 +20%
FHA
193
First Horizon Advisors
Tennessee
$1K +$1.45K +63 New
DIA
194
Denver Investment Advisors
Colorado
-$16.7K -631,652 Closed
EAM
195
Eagle Asset Management
Florida
-$6.84M -259,238 Closed
SAM
196
Silverback Asset Management
North Carolina
-$6.59K -250,000 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
-$6.13M -232,400 Closed
NFA
198
Nationwide Fund Advisors
Ohio
-$5.89M -223,175 Closed
Capital Fund Management (CFM)
199
Capital Fund Management (CFM)
France
-$3.27M -123,980 Closed
EP
200
Emrys Partners
New York
-$2.62M -99,195 Closed

AEL Hedge Fund Activity: Q1 2014 in Review

194 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2014, worth a combined $1.9B — down 13% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AEL and 17 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 60 added.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was New Amsterdam Partners, cutting an estimated $27.1M.

  • 194 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2014, down from 201 in Q4 2013.
  • Funds reported $1.9B of American Equity Investment Life Holding Company stock for Q1 2014, down 13% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q1 2014 and 23 closed out, a net change of -6 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2014 was Vanguard Group, an estimated $16.6M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2014 was New Amsterdam Partners, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2014.