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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
226
New York State Common Retirement Fund
New York
-$1.22M -212,164 Closed
HCMT
227
Highland Capital Management (Tennessee)
Tennessee
-$409K -71,038 Closed
OAM
228
Oppenheimer Asset Management
New York
-$187K -32,455 Closed
SIGI
229
Susquehanna International Group (Ireland)
Ireland
-$173K -30,000 Closed
Macquarie Group
230
Macquarie Group
Australia
-$163K -28,238 Closed
HSBC Holdings
231
HSBC Holdings
United Kingdom
-$138K -24,000 Closed
NS
232
NBC Securities
Alabama
-$131K -22,820 Closed
IFWM
233
Institute for Wealth Management
Colorado
-$97.8K -16,981 Closed
ARC
234
Advisor Resource Council
Texas
-$69.4K -12,055 Closed
RVPG
235
Relative Value Partners Group
-$60.5K -10,500 Closed
AWM
236
Axxcess Wealth Management
California
-$59K -10,236 Closed
CAAS
237
Capital Asset Advisory Services
Michigan
-$59K -10,236 Closed
TWM
238
Tradition Wealth Management
Minnesota
-$39K -6,706 Closed
BL
239
BFSG LLC
California
-$25.7K -4,460 Closed
GWS
240
Glassman Wealth Services
Virginia
-$20.3K -3,526 Closed
ASN
241
Advisory Services Network
Georgia
-$12.5K -2,162 Closed
AT
242
Arlington Trust
Alabama
-$2.3K -400 Closed
GI
243
Gradient Investments
Minnesota
-$991 -172 Closed
BCM
244
Bourgeon Capital Management
Connecticut
-$300 -52 Closed
LF
245
Lee Financial
Texas
-$47 -8 Closed

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.