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AEL

American Equity Investment Life Holding Company

Delisted

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

201 hedge funds and large institutions have $2.17B invested in American Equity Investment Life Holding Company in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $1.7B → $2.17B (+$477M)

5% more funds holding

Funds holding: 192201 (+9)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 81

27% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.85M

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
32
Increased
62
Reduced
81
Closed
21
Calls
$1.36M
Puts
$1.85M
Net Calls
-$493K
Net Calls Change
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$146M +$1.8M +78,946 +1%
Goldman Sachs
2
Goldman Sachs
New York
$104M -$352K -15,449 -0.4%
EARNEST Partners
3
EARNEST Partners
Georgia
$104M +$89.5M +3,926,446 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.2M +$6.32M +277,226 +8%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$72.9M +$2.42M +106,069 +4%
Ameriprise
6
Ameriprise
Minnesota
$71.1M -$1.38M -60,459 -2%
TCM
7
TimesSquare Capital Management
New York
$69.4M -$5.27M -231,300 -8%
AMH
8
Apollo Management Holdings
New York
$68M
Fisher Asset Management
9
Fisher Asset Management
Washington
$61.9M +$726K +31,875 +1%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$57.5M +$16.5M +722,000 +50%
Invesco
11
Invesco
Georgia
$57.5M +$46.3M +2,031,248 +1,385%
KAM
12
Keeley Asset Management
Illinois
$54.2M +$1.61M +70,670 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$53.8M -$12.2M -536,849 -21%
VNIM
14
Vaughan Nelson Investment Management
Texas
$48.1M -$2.37M -103,840 -5%
Northern Trust
15
Northern Trust
Illinois
$46.9M +$1.13M +49,637 +3%
BIT
16
BlackRock Institutional Trust
California
$45.8M +$3.64M +159,868 +10%
BFA
17
BlackRock Fund Advisors
California
$44.3M -$171K -7,486 -0.4%
EBIM
18
Eagle Boston Investment Management
Massachusetts
$36.9M +$5.62M +246,742 +21%
Pzena Investment Management
19
Pzena Investment Management
New York
$35.1M -$5.55M -243,730 -15%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$33.7M -$152K -6,670 -0.5%
NAP
21
New Amsterdam Partners
New York
$32.4M +$12.2M +537,086 +78%
State Street
22
State Street
Massachusetts
$29.9M -$13.7K -603 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$29.2M +$252K +11,047 +1%
Principal Financial Group
24
Principal Financial Group
Iowa
$26.4M -$4.95M -217,382 -18%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$26.3M +$1.24M +54,257 +6%

AEL Hedge Fund Activity: Q4 2013 in Review

201 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2013, worth a combined $2.17B — up 28% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEL positions and 21 closed out — a net gain of 11 holders — while 62 added to existing stakes and 81 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $89.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $42.5M sold.

  • 201 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $2.17B of American Equity Investment Life Holding Company stock for Q4 2013, up 28% quarter-over-quarter.
  • 32 funds opened new American Equity Investment Life Holding Company positions in Q4 2013 and 21 closed out, a net change of +11 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2013 was EARNEST Partners, an estimated $89.5M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2013 was Fidelity Investments, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2013.