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Aegon
AEG

226 hedge funds and large institutions have $1.2B invested in Aegon in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 144 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$96M)

2% more funds holding

Funds holding: 222 → 226 (+4)

1% less ownership

Funds ownership: 13.15% → 12.15% (-1%)

65% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 144

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $810K

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
50
Reduced
144
Closed
19
Calls
$8K
Puts
$810K
Net Calls
-$802K
Net Calls Change
+$415K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.73M
2
Millennium Management
Millennium Management
New York
+$5.56M
3
CS
Credit Suisse
Switzerland
+$2.51M
4
AAM
Advisors Asset Management
Colorado
+$1.26M
5
UBS Group
UBS Group
Switzerland
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$27M
2
Dodge & Cox
Dodge & Cox
California
-$21.5M
3
CI
Cambiar Investors
Colorado
-$20.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.7M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
226
IPG Investment Advisors
California
– -$132K -32,681 Closed
CB
227
Commerce Bank
Missouri
– -$128K -31,595 Closed
Creative Planning
228
Creative Planning
Kansas
– -$127K -31,343 Closed
HF
229
HRT Financial
New York
– -$115K -28,647 Closed
FWM
230
FFT Wealth Management
Pennsylvania
– -$114K -28,093 Closed
GC
231
Gilbert & Cook
Iowa
– -$98K -24,159 Closed
GW
232
GW & Wade
Massachusetts
– -$73K -18,036 Closed
SI
233
Stephens Inc
Arkansas
– -$70K -17,390 Closed
BCM
234
BlueCrest Capital Management
Jersey
– -$59K -14,673 Closed
AWA
235
Arete Wealth Advisors
Illinois
– -$57K -14,081 Closed
SS
236
Simplicity Solutions
Minnesota
– -$52K -12,920 Closed
PFO
237
Pathstone Family Office
New Jersey
– -$41K -10,041 Closed
FMA
238
FNY Managed Accounts
New York
– -$7K -1,896 Closed
AIM
239
Acrospire Investment Management
Illinois
– -$8K -1,855 Closed
Bessemer Group
240
Bessemer Group
New Jersey
– -$1K -239 Closed
BWP
241
Baldwin Wealth Partners
Massachusetts
– -$5 -1 -33%
PCMC
242
Paragon Capital Management (Colorado)
Colorado
– +$61.8K +13,631 New
6 7 8 9
10

AEG Hedge Fund Activity: Q3 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2017, worth a combined $1.2B — up 8.7% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 19 closed out — a net gain of 9 holders — while 50 added to existing stakes and 144 trimmed.

The largest buyer was Bank of America, adding an estimated $9.73M. The largest seller was Brandes Investment Partners, cutting an estimated $27M.

  • 226 institutional investors held Aegon (AEG) as of Q3 2017, up from 222 in Q2 2017.
  • Funds reported $1.2B of Aegon stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q3 2017 was Bank of America, an estimated $9.73M added.
  • The largest Aegon seller in Q3 2017 was Brandes Investment Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2017.