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AEL

American Equity Investment Life Holding Company

Delisted

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

193 hedge funds and large institutions have $2.1B invested in American Equity Investment Life Holding Company in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

2% less capital invested

Capital invested by funds: $2.15B → $2.1B (-$50.1M)

2% less funds holding

Funds holding: 197193 (-4)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
86
Reduced
56
Closed
19
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$184M +$5.23M +186,537 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M +$5.27M +187,759 +4%
BFA
3
BlackRock Fund Advisors
California
$130M +$6.99M +249,078 +6%
Goldman Sachs
4
Goldman Sachs
New York
$104M -$2.33M -83,131 -2%
EARNEST Partners
5
EARNEST Partners
Georgia
$96.6M -$8.57M -305,558 -8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$83M -$1.75M -62,390 -2%
Ameriprise
7
Ameriprise
Minnesota
$63.9M -$3.76M -134,071 -6%
Invesco
8
Invesco
Georgia
$59M -$452K -16,095 -0.8%
Northern Trust
9
Northern Trust
Illinois
$55.6M +$3.26M +116,175 +6%
BIT
10
BlackRock Institutional Trust
California
$55.2M +$1.31M +46,852 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$54.9M +$1.83M +65,081 +4%
KAM
12
Keeley Asset Management
Illinois
$54.2M +$1.11M +39,695 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$54M -$20.9M -743,642 -28%
State Street
14
State Street
Massachusetts
$46.8M +$920K +32,793 +2%
VNIM
15
Vaughan Nelson Investment Management
Texas
$41.2M -$7.43M -264,850 -16%
ClearBridge Investments
16
ClearBridge Investments
New York
$36.6M +$69.8K +2,488 +0.2%
Victory Capital Management
17
Victory Capital Management
Texas
$35.8M +$2.92M +104,201 +9%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$34.8M -$18.1M -646,156 -35%
Prudential Financial
19
Prudential Financial
New Jersey
$33.7M +$25.2M +896,477 +344%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$30.1M +$4.7M +167,422 +19%
GT
21
Glenmede Trust
Pennsylvania
$29.4M +$1.04M +37,123 +4%
TSW
22
Thompson Siegel & Walmsley
Virginia
$24.7M -$3.09M -110,068 -11%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$23.5M +$2.28M +81,247 +11%
Wells Fargo
24
Wells Fargo
California
$22.2M -$252K -8,967 -1%
KCM
25
Kennedy Capital Management
Missouri
$21.2M +$1.19M +42,303 +6%

AEL Hedge Fund Activity: Q1 2015 in Review

193 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q1 2015, worth a combined $2.1B — down 2.3% from $2.15B a quarter earlier.

Fund positioning in AEL was balanced in Q1 2015: 19 funds opened new positions, 19 closed out, 86 added to existing stakes and 56 trimmed.

The largest buyer was Prudential Financial, adding an estimated $25.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $20.9M.

  • 193 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q1 2015, down from 197 in Q4 2014.
  • Funds reported $2.1B of American Equity Investment Life Holding Company stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 19 funds opened new American Equity Investment Life Holding Company positions in Q1 2015 and 19 closed out, a net change of 0 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q1 2015 was Prudential Financial, an estimated $25.2M added.
  • The largest American Equity Investment Life Holding Company seller in Q1 2015 was Schroder Investment Management Group, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2015.