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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
26
STRS Ohio
Ohio
$1.63M +$32.5K +6,360 +2%
MAA
27
Managed Account Advisors
New Jersey
$1.5M +$35.9K +7,035 +2%
GWI
28
Grace & White Inc
New York
$1.47M
WAM
29
World Asset Management
Michigan
$1.42M -$147K -28,854 -9%
MCM
30
McKinley Capital Management
Alaska
$1.39M +$1.28M +251,417 +1,012%
ACI
31
AMP Capital Investors
Australia
$1.37M -$984K -192,872 -42%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.22M -$102K -19,912 -8%
Barclays
33
Barclays
United Kingdom
$1.21M +$203K +39,779 +18%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.13M +$144K +28,133 +14%
US Bancorp
35
US Bancorp
Minnesota
$1.07M -$11.2K -2,198 -1%
WCA
36
Westover Capital Advisors
Delaware
$1.05M -$62.4K -12,236 -6%
CIM
37
Calvert Investment Management
Maryland
$1.04M
EGA
38
Eagle Global Advisors
Texas
$888K +$263K +51,554 +41%
SC
39
Scotia Capital
Ontario, Canada
$881K +$737K +144,336 +464%
CAM
40
Capstone Asset Management
Texas
$809K +$210K +41,125 +34%
FTUS
41
Flow Traders U.S.
New York
$752K +$765K +149,870 New
GCC
42
Guardian Capital (Canada)
Ontario, Canada
$730K +$741K +145,286 New
LPL Financial
43
LPL Financial
California
$697K +$546K +106,904 +451%
SB
44
Suntrust Banks
Georgia
$693K -$1.98K -387 -0.3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$668K -$147K -28,847 -18%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$621K +$136K +26,561 +27%
SG Americas Securities
47
SG Americas Securities
New York
$567K -$58K -11,362 -9%
PI
48
Placemark Investments
Illinois
$548K +$23.8K +4,658 +4%
CBB
49
Citizens Business Bank
California
$496K
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$471K

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.