Aegon
210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.
272% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $489K
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
44% more capital invested
Capital invested by funds: $744M → $1.07B (+$330M)
37% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 51
11% more funds holding
Funds holding: 190 → 210 (+20)
0.58% more ownership
Funds ownership: 11.59% → 12.16% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$9.68M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$7.86M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$6.66M |
| 4 |
JP Morgan Chase
New York
|
+$6.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$13.7M |
| 2 |
Renaissance Technologies
New York
|
-$6.27M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$5.24M |
| 4 |
Morgan Stanley
New York
|
-$4.46M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
226
Cutler Group
San Francisco,
California
| – | -$6.55K | -1,761 | Closed |
|
227
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$3K | -1,150 | Closed |
|
|
BAM
228
Brave Asset Management
Summit,
New Jersey
| – | -$3K | -946 | Closed |
|
229
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -877 | Closed |
|
|
M
230
MOTCO
San Antonio,
Texas
| – | -$2K | -746 | Closed |
|
|
FIB
231
First Interstate Bank
Billings,
Montana
| – | -$1K | -285 | Closed |
|
|
TCM
232
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -242 | Closed |
|
|
MWP
233
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -211 | Closed |
|
AEG Hedge Fund Activity: Q4 2016 in Review
210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.
The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.
- 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
- Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
- 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
- The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
- The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2016.