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AEL

American Equity Investment Life Holding Company

Delisted

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

181 hedge funds and large institutions have $1.86B invested in American Equity Investment Life Holding Company in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $495K | Put options by funds: $324K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 182181 (-1)

3% less capital invested

Capital invested by funds: $1.91B → $1.86B (-$58M)

25% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 77

Holders
181
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
58
Reduced
77
Closed
17
Calls
$495K
Puts
$324K
Net Calls
+$171K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$138M +$2.17M +92,240 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$2.87M +121,774 +3%
HHGA
3
Halbert Hargrove Global Advisors
California
$103M +$57.3K +2,431 New
Goldman Sachs
4
Goldman Sachs
New York
$90.2M -$773K -32,797 -0.8%
EARNEST Partners
5
EARNEST Partners
Georgia
$83.4M -$602K -25,553 -0.7%
Fisher Asset Management
6
Fisher Asset Management
Washington
$67.4M -$61.6K -2,615 -0.1%
TCM
7
TimesSquare Capital Management
New York
$55.1M +$697K +29,600 +1%
Ameriprise
8
Ameriprise
Minnesota
$53.2M -$5.49M -232,930 -9%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$52.2M -$11M -465,985 -17%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$51.3M -$8.14M -345,571 -13%
JP Morgan Chase
11
JP Morgan Chase
New York
$45.6M +$485K +20,575 +1%
Invesco
12
Invesco
Georgia
$44.1M +$1.24M +52,433 +3%
KAM
13
Keeley Asset Management
Illinois
$43.9M -$1.84M -77,950 -4%
BIT
14
BlackRock Institutional Trust
California
$42.4M -$1M -42,535 -2%
Northern Trust
15
Northern Trust
Illinois
$41.1M +$2.1M +88,930 +5%
VNIM
16
Vaughan Nelson Investment Management
Texas
$40.5M +$1.92M +81,650 +5%
BFA
17
BlackRock Fund Advisors
California
$37.7M -$2.01M -85,347 -5%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$35.2M +$2.18M +92,470 +6%
MCM
19
Munder Capital Management
Michigan
$29.3M +$1.68M +71,148 +6%
ClearBridge Investments
20
ClearBridge Investments
New York
$28.6M +$196K +8,331 +0.7%
State Street
21
State Street
Massachusetts
$27.7M -$145K -6,169 -0.5%
Pzena Investment Management
22
Pzena Investment Management
New York
$27.5M -$199K -8,450 -0.7%
TSW
23
Thompson Siegel & Walmsley
Virginia
$26.1M -$1.44M -61,168 -5%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$25.5M -$548K -23,266 -2%
GT
25
Glenmede Trust
Pennsylvania
$20.7M -$803K -34,090 -4%

AEL Hedge Fund Activity: Q3 2014 in Review

181 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2014, worth a combined $1.86B — down 3% from $1.91B a quarter earlier.

Fund positioning in AEL was balanced in Q3 2014: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 77 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $9.41M. The largest seller was Schroder Investment Management Group, cutting an estimated $11M.

  • 181 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2014, down from 182 in Q2 2014.
  • Funds reported $1.86B of American Equity Investment Life Holding Company stock for Q3 2014, down 3% quarter-over-quarter.
  • 17 funds opened new American Equity Investment Life Holding Company positions in Q3 2014 and 17 closed out, a net change of 0 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2014 was Fred Alger Management, an estimated $9.41M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2014 was Schroder Investment Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2014.