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154 hedge funds and large institutions have $1.44B invested in Aegon in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more call options, than puts

Call options by funds: $989K | Put options by funds: $610K

27% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$306M)

8% more funds holding

Funds holding: 142154 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 10.58%10.44% (-0.14%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
48
Closed
16
Calls
$989K
Puts
$610K
Net Calls
+$379K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
26
Wright Investors Service
Connecticut
$2.64M -$32.9K -5,791 -1%
GCAC
27
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.37M -$14K -2,453 -0.7%
CIM
28
Calvert Investment Management
Maryland
$2.01M +$594K +104,372 +50%
Barclays
29
Barclays
United Kingdom
$2M +$411K +72,308 +28%
MCM
30
McKinley Capital Management
Alaska
$1.97M +$172K +30,209 +11%
GWI
31
Grace & White Inc
New York
$1.88M
ACI
32
AMP Capital Investors
Australia
$1.73M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.68M +$200K +35,093 +16%
Comerica Bank
34
Comerica Bank
Texas
$1.53M -$616K -108,277 -31%
WAM
35
World Asset Management
Michigan
$1.41M -$359K -63,037 -22%
US Bancorp
36
US Bancorp
Minnesota
$1.35M -$23K -4,040 -2%
WCA
37
Westover Capital Advisors
Delaware
$1.34M -$5.38K -946 -0.5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.29M -$242K -42,628 -17%
EGA
39
Eagle Global Advisors
Texas
$1.26M +$109K +19,149 +11%
SC
40
Scotia Capital
Ontario, Canada
$1.24M +$95K +16,703 +10%
Pacer Advisors
41
Pacer Advisors
Pennsylvania
$1.19M +$1.33M +234,034 New
CAM
42
Capstone Asset Management
Texas
$1.14M +$95.9K +16,867 +10%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$1.02M +$200K +35,112 +28%
Two Sigma Investments
44
Two Sigma Investments
New York
$960K +$848K +149,041 New
CS
45
Credit Suisse
Switzerland
$931K +$690K +121,238 +519%
SB
46
Suntrust Banks
Georgia
$887K -$398 -70 -0.1%
PA
47
Pinnacle Associates
New York
$846K +$290K +51,038 +64%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$774K -$72K -12,663 -10%
SG Americas Securities
49
SG Americas Securities
New York
$726K
Jane Street
50
Jane Street
New York
$704K +$368K +64,607 +144%

AEG Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2013, worth a combined $1.44B — up 27% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 16 closed out — a net gain of 12 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Brandes Investment Partners, cutting an estimated $35.4M.

  • 154 institutional investors held Aegon (AEG) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.44B of Aegon stock for Q4 2013, up 27% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Aegon buyer in Q4 2013 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Aegon seller in Q4 2013 was Brandes Investment Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.