Aegon
221 hedge funds and large institutions have $1.07B invested in Aegon in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 135 reducing their positions, and 34 closing their positions.
0.59% less ownership
Funds ownership: 10.9% → 10.31% (-0.59%)
4% less funds holding
Funds holding: 230 → 221 (-9)
15% less capital invested
Capital invested by funds: $1.26B → $1.07B (-$191M)
21% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 34
45% less call options, than puts
Call options by funds: $146K | Put options by funds: $265K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.9M |
| 2 |
Morgan Stanley
New York
|
+$3.64M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.35M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.02M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$26.4M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$19.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 4 |
SCM
Segantii Capital Management
Hong Kong
|
-$10.9M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$6.27M |
AEG Hedge Fund Activity: Q2 2018 in Review
221 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2018, worth a combined $1.07B — down 15% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of AEG and 27 opened new positions — a net loss of 7 holders — while 135 trimmed existing stakes and 57 added.
The largest buyer was Arrowstreet Capital, adding an estimated $23.9M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $26.4M.
- 221 institutional investors held Aegon (AEG) as of Q2 2018, down from 230 in Q1 2018.
- Funds reported $1.07B of Aegon stock for Q2 2018, down 15% quarter-over-quarter.
- 27 funds opened new Aegon positions in Q2 2018 and 34 closed out, a net change of -7 holders.
- The largest Aegon buyer in Q2 2018 was Arrowstreet Capital, an estimated $23.9M added.
- The largest Aegon seller in Q2 2018 was O'Shaughnessy Asset Management, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2018.