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229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 228229 (+1)

0.1% less ownership

Funds ownership: 9.39%9.3% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $975M → $843M (-$132M)

89% less call options, than puts

Call options by funds: $177K | Put options by funds: $1.67M

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
226
Cedar Mountain Advisors
Oregon
$9
HNB
227
Huntington National Bank
Ohio
$4
Arrowstreet Capital
228
Arrowstreet Capital
Massachusetts
-$22M -4,374,674 Closed
Squarepoint
229
Squarepoint
New York
-$385K -76,425 Closed
BAM
230
Blueshift Asset Management
New Jersey
-$223K -44,182 Closed
SA
231
Shilanski & Associates
Alaska
-$204K -40,475 Closed
CWP
232
Capital Wealth Planning
Florida
-$131K -25,974 Closed
PCM
233
Penserra Capital Management
California
-$130K -25,974 Closed
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
-$111K -22,034 Closed
AA
235
AlphaQ Advisors
Florida
-$91.4K -18,129 Closed
GC
236
Guggenheim Capital
Illinois
-$85K -16,857 Closed
PCIA
237
Prime Capital Investment Advisors
Kansas
-$77.2K -15,325 Closed
MCC
238
Money Concepts Capital
Florida
-$63.9K -12,694 Closed
GSC
239
Ground Swell Capital
South Carolina
-$63.7K -12,632 Closed
VCP
240
Verus Capital Partners
Arizona
-$52.9K -10,500 Closed
FIM
241
Fruth Investment Management
Texas
-$50K -10,000 Closed
SSB
242
Sandy Spring Bank
Maryland
-$20.2K -4,000 Closed
Bessemer Group
243
Bessemer Group
New Jersey
-$10K -1,887 Closed
LWP
244
Laurel Wealth Planning
Minnesota
-$3.68K -731 Closed
HCP
245
Hexagon Capital Partners
Arkansas
-$1.7K -337 Closed
AWM
246
Accurate Wealth Management
Florida
-$1.22K -231 Closed
CA
247
Corrado Advisors
New Jersey
-$494 -98 Closed
FGAM
248
Financial Gravity Asset Management
Texas
-$1.2K -5 Closed
Toronto Dominion Bank
249
Toronto Dominion Bank
Ontario, Canada
+$137 +27 New

AEG Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2023, worth a combined $843M — down 14% from $975M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 22 closed out — a net gain of 5 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.06M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22M sold.

  • 229 institutional investors held Aegon (AEG) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $843M of Aegon stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2023 was Brandes Investment Partners, an estimated $6.06M added.
  • The largest Aegon seller in Q1 2023 was Arrowstreet Capital, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.