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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
WIL
176
Winifred I. Li
$69K
CCMH
177
Cornerstone Capital Management Holdings
New York
$64K +$57.2K +2,200 New
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$62K -$8.45K -325 -13%
DVM
179
Dreman Value Management
Florida
$62K +$55.1K +2,119 New
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$57K +$1.3K +50 +3%
MFS
181
MSI Financial Services
Massachusetts
$45K
TDC
182
Thompson Davis & Co
Virginia
$29K +$11.9K +457 +85%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$19K +$3.54K +136 +26%
FHA
184
First Horizon Advisors
Tennessee
$17K -$624 -24 -4%
SGAM
185
Smith Group Asset Management
Texas
$16K
PCM
186
Prelude Capital Management
New York
$12K +$10.4K +400 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$11K +$6.63K +255 +204%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$10K +$9K +346 New
NSIM
189
North Star Investment Management
Illinois
$8K +$7.54K +290 New
RNS
190
Robert N. Shapiro
$4K -$130 -5 -3%
MCM
191
MV Capital Management
Maryland
$4K +$3.9K +150 New
PFSC
192
Peoples Financial Services Corp
Pennsylvania
$3K
PIA
193
Piedmont Investment Advisors
North Carolina
$2.92K
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38K -$21.1K -812 -2%
BRWA
195
B. Riley Wealth Advisors
Florida
$10 +$9.08K +349 New
HAI
196
Hennessy Advisors Inc
California
-$11M -480,200 Closed
Boston Partners
197
Boston Partners
Massachusetts
-$5.2M -227,435 Closed
Bessemer Group
198
Bessemer Group
New Jersey
-$979K -42,800 Closed
Stifel Financial
199
Stifel Financial
Missouri
-$915K -40,000 Closed
RA
200
Royce & Associates
New York
-$621K -27,130 Closed

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.