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AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $2.02B invested in American Equity Investment Life Holding Company in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 74

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

2% more funds holding

Funds holding: 220224 (+4)

1% more capital invested

Capital invested by funds: $2B → $2.02B (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

42% less call options, than puts

Call options by funds: $93K | Put options by funds: $160K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
98
Reduced
74
Closed
23
Calls
$93K
Puts
$160K
Net Calls
-$67K
Net Calls Change
-$572K
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
201
BlackRock Japan
Japan
$46K +$48.5K +1,901 New
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$43K +$13K +508 +40%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$30K +$31.6K +1,238 New
MFS
204
MSI Financial Services
Massachusetts
$28K -$9.67K -379 -25%
CF
205
CenterStar Fund
Illinois
$26K
TDC
206
Thompson Davis & Co
Virginia
$25K
SGAM
207
Smith Group Asset Management
Texas
$23K -$128 -5 -0.5%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$14K +$51 +2 +0.4%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$12K +$612 +24 +5%
TWA
210
TCI Wealth Advisors
Arizona
$12K +$12.7K +499 New
VCM
211
Versant Capital Management
Arizona
$11K +$12.4K +485 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$9K
TRCT
213
Tower Research Capital (TRC)
New York
$9K +$9.8K +384 New
N
214
Nuveen
North Carolina
$6.02K +$1.49M +58,447 +30%
PMFA
215
Plante Moran Financial Advisors
Michigan
$6K +$6.63K +260 New
PFSC
216
Peoples Financial Services Corp
Pennsylvania
$3K
CG
217
Cutler Group
California
$3K +$4.01K +157 New
PIA
218
Piedmont Investment Advisors
North Carolina
$2.4K
IA
219
IFP Advisors
Florida
$2K +$1.99K +78 New
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.26K +$16.4K +644 +1%
Loomis, Sayles & Company
221
Loomis, Sayles & Company
Massachusetts
$1K -$14.8K -580 -93%
FHA
222
First Horizon Advisors
Tennessee
$1K -$6.22K -244 -85%
KCPG
223
Kavar Capital Partners Group
Kansas
$1K +$128 +5 +7%
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
-$3.77M -161,782 Closed
PP
225
PDT Partners
New York
-$2.65M -113,723 Closed

AEL Hedge Fund Activity: Q4 2015 in Review

224 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2015, worth a combined $2.02B — up 0.63% from $2B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEL positions and 23 closed out — a net gain of 6 holders — while 98 added to existing stakes and 74 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $13.4M. The largest seller was Deutsche Bank, cutting an estimated $59.1M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2015, up from 220 in Q3 2015.
  • Funds reported $2.02B of American Equity Investment Life Holding Company stock for Q4 2015, up 0.63% quarter-over-quarter.
  • 29 funds opened new American Equity Investment Life Holding Company positions in Q4 2015 and 23 closed out, a net change of +6 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2015 was Teachers Advisors, an estimated $13.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2015 was Deutsche Bank, an estimated $59.1M sold.

Based on aggregated 13F filings for Q4 2015.