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AEL

American Equity Investment Life Holding Company

Delisted

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

220 hedge funds and large institutions have $2B invested in American Equity Investment Life Holding Company in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

971% more call options, than puts

Call options by funds: $557K | Put options by funds: $52K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

8% more funds holding

Funds holding: 203220 (+17)

0% less capital invested

Capital invested by funds: $2.01B → $2B (-$4.78M)

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
41
Increased
104
Reduced
53
Closed
23
Calls
$557K
Puts
$52K
Net Calls
+$505K
Net Calls Change
+$505K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$148M +$18.4M +712,351 +13%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$144M -$472K -18,310 -0.3%
BFA
3
BlackRock Fund Advisors
California
$112M +$9.4M +364,959 +8%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$74.3M +$41.1M +1,596,045 +100%
EARNEST Partners
5
EARNEST Partners
Georgia
$74.2M -$3.57M -138,541 -4%
Goldman Sachs
6
Goldman Sachs
New York
$70.6M +$1.09M +42,364 +1%
Deutsche Bank
7
Deutsche Bank
Germany
$68.9M +$68.3M +2,649,270 +861%
Fisher Asset Management
8
Fisher Asset Management
Washington
$63.4M -$2.18M -84,745 -3%
Macquarie Group
9
Macquarie Group
Australia
$58.5M +$54.3M +2,106,719 +522%
KAM
10
Keeley Asset Management
Illinois
$51.7M +$11.5M +446,920 +25%
Northern Trust
11
Northern Trust
Illinois
$49.2M +$5.72M +221,910 +12%
Invesco
12
Invesco
Georgia
$49M +$1.42M +55,134 +3%
Ameriprise
13
Ameriprise
Minnesota
$48.9M +$3.44M +133,339 +7%
State Street
14
State Street
Massachusetts
$44.7M +$5.49M +213,143 +13%
BIT
15
BlackRock Institutional Trust
California
$44.4M +$2.82M +109,372 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$37.2M +$34M +1,319,313 +474%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$34.3M -$882K -34,245 -2%
VNIM
18
Vaughan Nelson Investment Management
Texas
$33.7M +$408K +15,825 +1%
GT
19
Glenmede Trust
Pennsylvania
$33.4M +$3.1M +120,216 +9%
Victory Capital Management
20
Victory Capital Management
Texas
$31.5M +$1.36M +52,956 +4%
ClearBridge Investments
21
ClearBridge Investments
New York
$30.3M -$1.25M -48,548 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28.7M +$4.62M +179,114 +17%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$27.5M -$15.8M -614,669 -34%
JP Morgan Chase
24
JP Morgan Chase
New York
$25M -$19.9M -773,875 -42%
Principal Financial Group
25
Principal Financial Group
Iowa
$22M +$1.21M +46,994 +5%

AEL Hedge Fund Activity: Q3 2015 in Review

220 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q3 2015, worth a combined $2B — down 0.24% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AEL positions and 23 closed out — a net gain of 18 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $68.3M. The largest seller was JP Morgan Chase, cutting an estimated $19.9M.

  • 220 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q3 2015, up from 203 in Q2 2015.
  • Funds reported $2B of American Equity Investment Life Holding Company stock for Q3 2015, down 0.24% quarter-over-quarter.
  • 41 funds opened new American Equity Investment Life Holding Company positions in Q3 2015 and 23 closed out, a net change of +18 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q3 2015 was Deutsche Bank, an estimated $68.3M added.
  • The largest American Equity Investment Life Holding Company seller in Q3 2015 was JP Morgan Chase, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2015.