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AEL

American Equity Investment Life Holding Company

Delisted

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

192 hedge funds and large institutions have $1.7B invested in American Equity Investment Life Holding Company in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

38% more capital invested

Capital invested by funds: $1.23B → $1.7B (+$469M)

6% more funds holding

Funds holding: 181192 (+11)

36% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 80

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
37
Increased
51
Reduced
80
Closed
22
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$116M +$1.05M +54,865 +1%
Goldman Sachs
2
Goldman Sachs
New York
$83.9M -$30.2M -1,581,446 -29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.7M +$2.99M +156,335 +5%
TCM
4
TimesSquare Capital Management
New York
$60.8M +$762K +39,900 +1%
Ameriprise
5
Ameriprise
Minnesota
$58.5M +$2.02M +105,969 +4%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$56.4M +$46M +2,407,750 +962%
JP Morgan Chase
7
JP Morgan Chase
New York
$54.7M -$26.8M -1,405,131 -35%
AMH
8
Apollo Management Holdings
New York
$51.1M
Fisher Asset Management
9
Fisher Asset Management
Washington
$49.1M +$44.2M +2,313,750 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$42.5M +$13.2M +690,590 +53%
KAM
11
Keeley Asset Management
Illinois
$42.1M +$37.9M +1,983,959 New
VNIM
12
Vaughan Nelson Investment Management
Texas
$40.9M -$6.59M -345,360 -15%
Northern Trust
13
Northern Trust
Illinois
$36.6M +$450K +23,563 +1%
BFA
14
BlackRock Fund Advisors
California
$35.8M +$3.42M +179,214 +12%
BIT
15
BlackRock Institutional Trust
California
$33.5M -$1.75M -91,801 -6%
Pzena Investment Management
16
Pzena Investment Management
New York
$33.4M -$7.38M -386,390 -20%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$30.9M +$4.71M +246,628 +20%
KCM
18
Kennedy Capital Management
Missouri
$30.1M -$2.15M -112,725 -7%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$27.2M +$1.17M +61,110 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.8M +$13.4M +703,548 +137%
EBIM
21
Eagle Boston Investment Management
Massachusetts
$24.3M -$11.1M -582,286 -34%
State Street
22
State Street
Massachusetts
$24M -$273K -14,322 -1%
DIA
23
Denver Investment Advisors
Colorado
$23.9M -$15.4M -807,484 -42%
Deutsche Bank
24
Deutsche Bank
Germany
$23.4M +$1.57M +82,368 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$23.3M -$958K -50,169 -4%

AEL Hedge Fund Activity: Q3 2013 in Review

192 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2013, worth a combined $1.7B — up 38% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEL positions and 22 closed out — a net gain of 15 holders — while 51 added to existing stakes and 80 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $46M. The largest seller was Goldman Sachs, cutting an estimated $30.2M.

  • 192 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2013, up from 181 in Q2 2013.
  • Funds reported $1.7B of American Equity Investment Life Holding Company stock for Q3 2013, up 38% quarter-over-quarter.
  • 37 funds opened new American Equity Investment Life Holding Company positions in Q3 2013 and 22 closed out, a net change of +15 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2013 was Acadian Asset Management, an estimated $46M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2013 was Goldman Sachs, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2013.