We are live on ! Find out more
AEL

American Equity Investment Life Holding Company

Delisted

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

203 hedge funds and large institutions have $2.01B invested in American Equity Investment Life Holding Company in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

5% more funds holding

Funds holding: 193203 (+10)

4% less capital invested

Capital invested by funds: $2.1B → $2.01B (-$88.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
90
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$167M -$3.47M -126,670 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$5.9M +215,451 +4%
BFA
3
BlackRock Fund Advisors
California
$120M -$8.7K -318 -0%
EARNEST Partners
4
EARNEST Partners
Georgia
$89.6M +$211K +7,692 +0.2%
Goldman Sachs
5
Goldman Sachs
New York
$80.6M -$15.7M -574,713 -16%
Fisher Asset Management
6
Fisher Asset Management
Washington
$75.6M -$1.22M -44,730 -2%
Invesco
7
Invesco
Georgia
$55.2M +$541K +19,764 +1%
Ameriprise
8
Ameriprise
Minnesota
$53M -$6.24M -228,143 -10%
Northern Trust
9
Northern Trust
Illinois
$51M -$499K -18,251 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$49.8M -$1.03M -37,536 -2%
BIT
11
BlackRock Institutional Trust
California
$48.4M -$2.72M -99,489 -5%
KAM
12
Keeley Asset Management
Illinois
$47.8M -$2.41M -88,170 -5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$47.8M -$2.73M -99,750 -5%
State Street
14
State Street
Massachusetts
$46M +$2.69M +98,325 +6%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$42.9M +$28.1M +1,028,239 +183%
Prudential Financial
16
Prudential Financial
New Jersey
$41.5M +$10.4M +379,600 +33%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$40.6M +$8.46M +309,061 +26%
VNIM
18
Vaughan Nelson Investment Management
Texas
$38.6M +$468K +17,100 +1%
ClearBridge Investments
19
ClearBridge Investments
New York
$36.4M +$2.53M +92,540 +7%
GT
20
Glenmede Trust
Pennsylvania
$35.4M +$8.29M +302,913 +30%
Victory Capital Management
21
Victory Capital Management
Texas
$35.1M +$1.9M +69,461 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28.4M +$433K +15,818 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$24.2M +$11.1M +406,280 +83%
TSW
24
Thompson Siegel & Walmsley
Virginia
$23.4M +$497K +18,156 +2%
LCP
25
Lombardia Capital Partners
California
$23.3M +$5.72M +209,036 +32%

AEL Hedge Fund Activity: Q2 2015 in Review

203 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q2 2015, worth a combined $2.01B — down 4.2% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEL positions and 16 closed out — a net gain of 12 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $28.1M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $18.6M sold.

  • 203 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q2 2015, up from 193 in Q1 2015.
  • Funds reported $2.01B of American Equity Investment Life Holding Company stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 28 funds opened new American Equity Investment Life Holding Company positions in Q2 2015 and 16 closed out, a net change of +12 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q2 2015 was Alyeska Investment Group, an estimated $28.1M added.
  • The largest American Equity Investment Life Holding Company seller in Q2 2015 was Pzena Investment Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2015.