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232 hedge funds and large institutions have $1.11B invested in Aegon in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 149 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

5% more funds holding

Funds holding: 221232 (+11)

4% more capital invested

Capital invested by funds: $1.07B → $1.11B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 10.31%9.61% (-0.7%)

70% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 149

86% less call options, than puts

Call options by funds: $182K | Put options by funds: $1.32M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
44
Reduced
149
Closed
25
Calls
$182K
Puts
$1.32M
Net Calls
-$1.14M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$1K +$1.34K +258 New
FRA
227
Front Row Advisors
California
$15 -$57 -11 -0.4%
Federated Hermes
228
Federated Hermes
Pennsylvania
-$4.65M -941,592 Closed
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
-$1.3M -263,704 Closed
PMG
230
ProVise Management Group
Florida
-$407 -82,525 Closed
UCFA
231
United Capital Financial Advisors
Texas
-$354K -71,768 Closed
FPS
232
Fieldpoint Private Securities
Connecticut
-$316K -63,981 Closed
JMPWA
233
JP Morgan Private Wealth Advisors
California
-$229K -46,287 Closed
HCM
234
Hollencrest Capital Management
California
-$172K -34,859 Closed
VC
235
Vicus Capital
Pennsylvania
-$169K -34,324 Closed
Verition Fund Management
236
Verition Fund Management
Connecticut
-$146K -29,588 Closed
1WA
237
180 Wealth Advisors
Washington
-$136K -27,552 Closed
CL
238
Choreo LLC
Illinois
-$128K -25,835 Closed
CI
239
Cambiar Investors
Colorado
-$105K -21,241 Closed
Citadel Advisors
240
Citadel Advisors
Florida
-$83K -16,725 Closed
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78K -15,843 Closed
VCM
242
Vigilant Capital Management
Maine
-$41K -8,364 Closed
WPW
243
Winthrop Partners - WNY
New York
-$25.9K -5,238 Closed
TJHA
244
Thomas J. Herzfeld Advisors
Florida
-$25K -4,968 Closed
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
-$12K -2,437 Closed
CG
246
Cutler Group
California
-$5K -1,145 Closed
GFP
247
Gryphon Financial Partners
Ohio
-$2K -369 Closed
IAS
248
INR Advisory Services
Pennsylvania
-$1K -269 Closed
SIC
249
Salem Investment Counselors
North Carolina
-$1K -253 Closed
AC
250
Avestar Capital
New York
-$1.3K -250 -70%

AEG Hedge Fund Activity: Q3 2018 in Review

232 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2018, worth a combined $1.11B — up 4.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 25 closed out — a net gain of 11 holders — while 44 added to existing stakes and 149 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $7.55M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 232 institutional investors held Aegon (AEG) as of Q3 2018, up from 221 in Q2 2018.
  • Funds reported $1.11B of Aegon stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q3 2018 was Arrowstreet Capital, an estimated $7.55M added.
  • The largest Aegon seller in Q3 2018 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2018.