We are live on ! Find out more
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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$136M +$4.34M +188,252 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$16.6M +721,951 +20%
Goldman Sachs
3
Goldman Sachs
New York
$93M +$22.8K +991 +0%
EARNEST Partners
4
EARNEST Partners
Georgia
$88.5M -$4.16M -180,334 -5%
Fisher Asset Management
5
Fisher Asset Management
Washington
$71.1M +$15.3M +664,190 +28%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$64.2M +$12.4M +537,373 +25%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$61.8M -$3.44M -149,165 -5%
Ameriprise
8
Ameriprise
Minnesota
$61.5M -$2.09M -90,784 -3%
AMH
9
Apollo Management Holdings
New York
$60.9M
TCM
10
TimesSquare Capital Management
New York
$55.5M -$6.49M -281,715 -11%
JP Morgan Chase
11
JP Morgan Chase
New York
$52M +$3.78M +163,911 +8%
KAM
12
Keeley Asset Management
Illinois
$51.2M +$2.56M +111,200 +5%
Invesco
13
Invesco
Georgia
$46.3M -$5.01M -217,491 -10%
VNIM
14
Vaughan Nelson Investment Management
Texas
$45.5M +$2.46M +106,600 +6%
BIT
15
BlackRock Institutional Trust
California
$42.1M +$1.09M +47,226 +3%
Northern Trust
16
Northern Trust
Illinois
$41.9M -$20.8K -904 -0.1%
BFA
17
BlackRock Fund Advisors
California
$39.5M -$119K -5,183 -0.3%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$31.1M +$944K +40,958 +3%
Pzena Investment Management
19
Pzena Investment Management
New York
$29.6M -$1.79M -77,674 -6%
ClearBridge Investments
20
ClearBridge Investments
New York
$29.2M +$7.04M +305,205 +33%
TSW
21
Thompson Siegel & Walmsley
Virginia
$28.5M +$7.08M +307,212 +34%
EBIM
22
Eagle Boston Investment Management
Massachusetts
$28M -$4.91M -213,183 -15%
State Street
23
State Street
Massachusetts
$27.4M +$611K +26,500 +2%
MCM
24
Munder Capital Management
Michigan
$26.5M +$6.95M +301,568 +37%
KCM
25
Kennedy Capital Management
Missouri
$20.3M -$1.66M -72,156 -8%

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.