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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Concorde Asset Management
Michigan
-$186K -33,854 Closed
RCM
227
Riverhead Capital Management
Delaware
-$180K -32,594 Closed
CA
228
Continuum Advisory
Idaho
-$174K -31,501 Closed
FA
229
FDx Advisors
Illinois
-$166K -30,190 Closed
SFS
230
Sowell Financial Services
Arkansas
-$163K -29,560 Closed
TAM
231
Tyers Asset Management
Texas
-$163K -29,530 Closed
PCM
232
Poehling Capital Management
Wisconsin
-$133K -24,128 Closed
MCM
233
MAI Capital Management
Ohio
-$123K -22,270 Closed
AAP
234
Arax Advisory Partners
Colorado
-$120K -21,725 Closed
FRM
235
Fox Run Management
Connecticut
-$101K -18,349 Closed
CGL
236
Clarius Group LLC
Washington
-$87K -15,851 Closed
NFG
237
Nations Financial Group
Iowa
-$82K -14,827 Closed
TAM
238
Tocqueville Asset Management
New York
-$66K -12,018 Closed
ZB
239
Zions Bancorporation
Utah
-$57K -10,353 Closed
CWM
240
Cornerstone Wealth Management
Missouri
-$1.41M -9,138 Closed
MYIA
241
Mount Yale Investment Advisors
Colorado
-$37K -6,800 Closed
CTC
242
Central Trust Company
Missouri
-$28K -5,080 Closed
Simplex Trading
243
Simplex Trading
Illinois
-$19.6K -4,008 Closed
AssetMark Inc
244
AssetMark Inc
California
-$22K -3,942 Closed
CAL
245
Capital Advisors Ltd
Ohio
-$17K -3,144 Closed
APP
246
Avantax Planning Partners
Iowa
-$17K -3,018 Closed
KJWM
247
Kiley Juergens Wealth Management
Washington
-$15K -2,901 Closed
CAG
248
Csenge Advisory Group
Florida
-$13K -2,610 Closed
AF
249
Advisornet Financial
Minnesota
-$13K -2,349 Closed
TPWA
250
TRUE Private Wealth Advisors
Oregon
-$11.3K -2,052 Closed

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.