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AEL

American Equity Investment Life Holding Company

Delisted

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

197 hedge funds and large institutions have $2.15B invested in American Equity Investment Life Holding Company in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $1.86B → $2.15B (+$293M)

9% more funds holding

Funds holding: 181197 (+16)

41% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 79

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
47
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$179M +$2.75M +105,580 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$14.8M +570,415 +12%
BFA
3
BlackRock Fund Advisors
California
$123M +$66.3M +2,550,399 +155%
Goldman Sachs
4
Goldman Sachs
New York
$106M -$7.77M -298,882 -8%
EARNEST Partners
5
EARNEST Partners
Georgia
$106M -$687K -26,419 -0.7%
Fisher Asset Management
6
Fisher Asset Management
Washington
$84.9M -$903K -34,740 -1%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$77.1M +$9.28M +356,951 +16%
Ameriprise
8
Ameriprise
Minnesota
$68M +$44.2K +1,701 +0.1%
Invesco
9
Invesco
Georgia
$59.6M +$2.93M +112,704 +6%
BIT
10
BlackRock Institutional Trust
California
$53.9M -$119K -4,574 -0.2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$53.7M -$10.5M -402,075 -18%
KAM
12
Keeley Asset Management
Illinois
$53.2M -$2.5M -95,990 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$53.1M -$4.49M -172,742 -9%
Northern Trust
14
Northern Trust
Illinois
$52.3M -$139K -5,358 -0.3%
VNIM
15
Vaughan Nelson Investment Management
Texas
$49M -$2.33M -89,675 -5%
State Street
16
State Street
Massachusetts
$45.9M +$9.43M +362,544 +30%
ClearBridge Investments
17
ClearBridge Investments
New York
$36.6M +$64.9K +2,494 +0.2%
Victory Capital Management
18
Victory Capital Management
Texas
$32.9M +$29.3M +1,126,201 New
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$29.6M -$13.7M -525,755 -34%
GT
20
Glenmede Trust
Pennsylvania
$28.4M +$1.75M +67,163 +7%
TSW
21
Thompson Siegel & Walmsley
Virginia
$28M -$4.74M -182,308 -16%
Pzena Investment Management
22
Pzena Investment Management
New York
$25.9M -$8.18M -314,638 -26%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.3M +$4.74M +182,362 +27%
Wells Fargo
24
Wells Fargo
California
$22.6M -$1.65M -63,304 -8%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$21.1M +$2.06M +79,287 +12%

AEL Hedge Fund Activity: Q4 2014 in Review

197 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2014, worth a combined $2.15B — up 16% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AEL positions and 20 closed out — a net gain of 20 holders — while 47 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $66.3M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $103M sold.

  • 197 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2014, up from 181 in Q3 2014.
  • Funds reported $2.15B of American Equity Investment Life Holding Company stock for Q4 2014, up 16% quarter-over-quarter.
  • 40 funds opened new American Equity Investment Life Holding Company positions in Q4 2014 and 20 closed out, a net change of +20 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $66.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2014 was Halbert Hargrove Global Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2014.