We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

182 hedge funds and large institutions have $1.91B invested in American Equity Investment Life Holding Company in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $1.9B → $1.91B (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 194182 (-12)

11% less call options, than puts

Call options by funds: $808K | Put options by funds: $912K

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
182
Holders Change
-12
Holders Change %
-6.19%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
74
Reduced
65
Closed
29
Calls
$808K
Puts
$912K
Net Calls
-$104K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$146M +$4.51M +194,772 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$4.53M +195,707 +5%
Goldman Sachs
3
Goldman Sachs
New York
$97.8M +$889K +38,419 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$90.3M -$1.71M -73,750 -2%
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.5M -$1.44M -62,295 -2%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$67.6M +$727K +31,400 +1%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$63.7M -$613K -26,480 -1%
Ameriprise
8
Ameriprise
Minnesota
$63M -$1.06M -45,971 -2%
TCM
9
TimesSquare Capital Management
New York
$58.5M +$634K +27,420 +1%
KAM
10
Keeley Asset Management
Illinois
$49.1M -$3.95M -170,770 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$48.5M -$5.34M -230,946 -10%
BIT
12
BlackRock Institutional Trust
California
$46.6M +$2.56M +110,512 +6%
Invesco
13
Invesco
Georgia
$46.2M -$1.95M -84,368 -4%
BFA
14
BlackRock Fund Advisors
California
$42.6M +$1.37M +59,074 +4%
Northern Trust
15
Northern Trust
Illinois
$42M -$1.56M -67,442 -4%
VNIM
16
Vaughan Nelson Investment Management
Texas
$41.5M -$5.58M -241,300 -13%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$35.6M +$2.98M +128,605 +10%
ClearBridge Investments
18
ClearBridge Investments
New York
$30.6M +$121K +5,247 +0.4%
State Street
19
State Street
Massachusetts
$29.9M +$1.35M +58,397 +5%
Pzena Investment Management
20
Pzena Investment Management
New York
$29.8M -$946K -40,880 -3%
MCM
21
Munder Capital Management
Michigan
$29.7M +$1.94M +83,876 +7%
TSW
22
Thompson Siegel & Walmsley
Virginia
$29.6M -$73.2K -3,163 -0.3%
Norges Bank
23
Norges Bank
Norway
$29.6M +$13.9M +600,856 +100%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$28M -$1.06M -45,649 -4%
GT
25
Glenmede Trust
Pennsylvania
$23.1M +$2.56M +110,499 +13%

AEL Hedge Fund Activity: Q2 2014 in Review

182 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2014, worth a combined $1.91B — up 0.84% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AEL and 17 opened new positions — a net loss of 12 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was Century Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $60.9M sold.

  • 182 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2014, down from 194 in Q1 2014.
  • Funds reported $1.91B of American Equity Investment Life Holding Company stock for Q2 2014, up 0.84% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q2 2014 and 29 closed out, a net change of -12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2014 was Century Capital Management, an estimated $16.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2014 was Apollo Management Holdings, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2014.