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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
226
JTC Employer Solutions Trustee
Jersey
$2K
CPG
227
Cornerstone Planning Group
New Jersey
$1.95K -$263 -42 -12%
VWM
228
Venturi Wealth Management
Texas
$1.78K
WT
229
Whittier Trust
California
$1.77K
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$1.71K
W
231
WealthCollab
Washington
$1.67K -$965 -154 -35%
SWM
232
Spire Wealth Management
Virginia
$1.52K +$1.62K +258 New
VCM
233
Versant Capital Management
Arizona
$1.35K +$1.44K +229 New
WA
234
Whipplewood Advisors
Colorado
$1.3K +$1.39K +221 New
AWM
235
Avior Wealth Management
Nebraska
$1.25K
MA
236
Montag & Associates
Georgia
$1.12K
AIM
237
Anchor Investment Management
South Carolina
$1.08K
AAP
238
Arax Advisory Partners
Colorado
$684
ZB
239
Zions Bancorporation
Utah
$618
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$595 -$218K -34,699 -100%
PA
241
PSI Advisors
Florida
$589
LFG
242
Larson Financial Group
Missouri
$495
AF
243
Advisornet Financial
Minnesota
$424
AssetMark Inc
244
AssetMark Inc
California
$365
CAM
245
Creekmur Asset Management
Illinois
$365
PCFFS
246
Pacific Center for Financial Services
California
$213
CFO
247
CVA Family Office
Colorado
$188
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$159 +$169 +27 New
NECFA
249
New England Capital Financial Advisors
Connecticut
$65
MFG
250
Mendota Financial Group
Wisconsin
$30 -$88 -14 -74%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.