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AEL

American Equity Investment Life Holding Company

Delisted

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

224 hedge funds and large institutions have $2.02B invested in American Equity Investment Life Holding Company in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 74

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

2% more funds holding

Funds holding: 220224 (+4)

1% more capital invested

Capital invested by funds: $2B → $2.02B (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

42% less call options, than puts

Call options by funds: $93K | Put options by funds: $160K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
98
Reduced
74
Closed
23
Calls
$93K
Puts
$160K
Net Calls
-$67K
Net Calls Change
-$572K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$154M +$5.76M +225,586 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$1.58M +61,751 +1%
BFA
3
BlackRock Fund Advisors
California
$118M +$2.27M +88,966 +2%
Goldman Sachs
4
Goldman Sachs
New York
$74.8M +$2.19M +85,904 +3%
EARNEST Partners
5
EARNEST Partners
Georgia
$74.3M -$2.32M -90,941 -3%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$67.9M -$9.23M -361,907 -11%
Fisher Asset Management
7
Fisher Asset Management
Washington
$65.2M -$137K -5,352 -0.2%
Macquarie Group
8
Macquarie Group
Australia
$61.8M +$1.61M +63,107 +3%
BIT
9
BlackRock Institutional Trust
California
$57M +$11.9M +466,410 +25%
KAM
10
Keeley Asset Management
Illinois
$56.9M +$3.74M +146,526 +7%
Invesco
11
Invesco
Georgia
$51.6M +$1.17M +45,695 +2%
Northern Trust
12
Northern Trust
Illinois
$50.7M -$4.26K -167 -0%
Ameriprise
13
Ameriprise
Minnesota
$49.6M -$886K -34,734 -2%
GT
14
Glenmede Trust
Pennsylvania
$42.8M +$8.96M +351,355 +25%
State Street
15
State Street
Massachusetts
$42.7M -$3.57M -139,863 -7%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$42.5M +$7.62M +298,492 +20%
VNIM
17
Vaughan Nelson Investment Management
Texas
$40.3M +$5.83M +228,375 +16%
ClearBridge Investments
18
ClearBridge Investments
New York
$31M -$274K -10,734 -0.8%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$30.9M +$2.7M +105,900 +9%
Victory Capital Management
20
Victory Capital Management
Texas
$30.3M -$2.34M -91,862 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.8M +$265K +10,371 +0.8%
Prudential Financial
22
Prudential Financial
New Jersey
$22.8M +$1.59M +62,500 +7%
Principal Financial Group
23
Principal Financial Group
Iowa
$22.7M -$5.61K -220 -0%
JP Morgan Chase
24
JP Morgan Chase
New York
$21.6M -$4.5M -176,207 -16%
LCP
25
Lombardia Capital Partners
California
$21.4M +$6.2M +242,865 +38%

AEL Hedge Fund Activity: Q4 2015 in Review

224 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in American Equity Investment Life Holding Company (AEL) for Q4 2015, worth a combined $2.02B — up 0.63% from $2B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEL positions and 23 closed out — a net gain of 6 holders — while 98 added to existing stakes and 74 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $13.4M. The largest seller was Deutsche Bank, cutting an estimated $59.1M.

  • 224 institutional investors held American Equity Investment Life Holding Company (AEL) as of Q4 2015, up from 220 in Q3 2015.
  • Funds reported $2.02B of American Equity Investment Life Holding Company stock for Q4 2015, up 0.63% quarter-over-quarter.
  • 29 funds opened new American Equity Investment Life Holding Company positions in Q4 2015 and 23 closed out, a net change of +6 holders.
  • The largest American Equity Investment Life Holding Company buyer in Q4 2015 was Teachers Advisors, an estimated $13.4M added.
  • The largest American Equity Investment Life Holding Company seller in Q4 2015 was Deutsche Bank, an estimated $59.1M sold.

Based on aggregated 13F filings for Q4 2015.