Aegon
215 hedge funds and large institutions have $793M invested in Aegon in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 123 reducing their positions, and 25 closing their positions.
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
0.29% less ownership
Funds ownership: 9.82% → 9.53% (-0.29%)
0% less funds holding
Funds holding: 216 → 215 (-1)
10% less capital invested
Capital invested by funds: $884M → $793M (-$91.8M)
54% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 123
62% less call options, than puts
Call options by funds: $410K | Put options by funds: $1.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.7M |
| 2 |
Optiver Holding
Amsterdam,
Netherlands
|
+$4.88M |
| 3 |
BlackRock
New York
|
+$2.54M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.6M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$8.49M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.61M |
| 5 |
Morgan Stanley
New York
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
226
Clearstead Advisors
Cleveland,
Ohio
| – | -$3K | -643 | Closed |
|
|
VNA
227
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$13 | -3 | -3% |
|
|
AWM
228
Accel Wealth Management
Waverly,
Iowa
| – | -$9 | -2 | -2% |
|
|
AF
229
Advisornet Financial
Minnetonka,
Minnesota
| – | -$9 | -2 | -3% |
|
|
PCFFS
230
Pacific Center for Financial Services
San Ramon,
California
| – | +$157 | +36 | New |
|
|
VIA
231
Vident Investment Advisory
Alpharetta,
Georgia
| – | +$61.4K | +14,108 | +42% |
|
232
Cetera Investment Advisers
Schaumburg,
Illinois
| – | +$65.1K | +14,960 | +101% |
|
AEG Hedge Fund Activity: Q3 2022 in Review
215 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2022, worth a combined $793M — down 10% from $884M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AEG positions and 25 closed out — a net gain of 5 holders — while 57 added to existing stakes and 123 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $26.6M.
- 215 institutional investors held Aegon (AEG) as of Q3 2022, down from 216 in Q2 2022.
- Funds reported $793M of Aegon stock for Q3 2022, down 10% quarter-over-quarter.
- 30 funds opened new Aegon positions in Q3 2022 and 25 closed out, a net change of +5 holders.
- The largest Aegon buyer in Q3 2022 was Arrowstreet Capital, an estimated $13.7M added.
- The largest Aegon seller in Q3 2022 was Wellington Management Group, an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2022.