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172 hedge funds and large institutions have $1.37B invested in Aegon in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

8% more funds holding

Funds holding: 159172 (+13)

0.36% more ownership

Funds ownership: 10.32%10.69% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$6.27M)

97% less call options, than puts

Call options by funds: $11K | Put options by funds: $364K

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
65
Reduced
44
Closed
15
Calls
$11K
Puts
$364K
Net Calls
-$353K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$3.53M +$358K +59,353 New
Two Sigma Advisers
27
Two Sigma Advisers
New York
$3.33M +$2.6M +431,516 +336%
US Bancorp
28
US Bancorp
Minnesota
$3.15M +$1.6M +265,338 +101%
AB
29
AT Bancorp
Iowa
$3.02M +$1.79M +297,783 +142%
PI
30
Placemark Investments
Illinois
$2.44M +$1.66M +275,387 +205%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.28M
WIS
32
Wright Investors Service
Connecticut
$2.25M -$50.1K -8,311 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.24M +$1.5M +249,114 +195%
GCAC
34
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.17M -$28.9K -4,792 -1%
CIM
35
Calvert Investment Management
Maryland
$1.91M +$54.7K +9,073 +3%
GWI
36
Grace & White Inc
New York
$1.76M +$22.2K +3,692 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.64M +$1.47M +244,519 +772%
RCM
38
Riverhead Capital Management
Delaware
$1.46M
PSUF
39
People's United Financial
Connecticut
$1.45M +$1.46M +242,769 New
SB
40
Suntrust Banks
Georgia
$1.43M +$666K +110,498 +85%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.36M +$187K +31,112 +16%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.36M +$888K +147,385 +183%
SFM
43
Systematic Financial Management
New Jersey
$1.24M
Natixis Advisors
44
Natixis Advisors
Massachusetts
$1.21M +$136K +22,656 +12%
WCA
45
Westover Capital Advisors
Delaware
$1.17M -$48.3K -8,016 -4%
CAM
46
Capstone Asset Management
Texas
$1.13M +$23.8K +3,945 +2%
ACI
47
AMP Capital Investors
Australia
$1.11M -$563K -93,541 -33%
WAM
48
World Asset Management
Michigan
$1.02M -$33.3K -5,522 -3%
Comerica Bank
49
Comerica Bank
Texas
$1.01M -$209K -34,746 -17%
Truist Financial
50
Truist Financial
North Carolina
$809K +$818K +135,855 New

AEG Hedge Fund Activity: Q2 2014 in Review

172 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2014, worth a combined $1.37B — down 0.46% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $44.6M. The largest seller was Brandes Investment Partners, cutting an estimated $21M.

  • 172 institutional investors held Aegon (AEG) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $1.37B of Aegon stock for Q2 2014, down 0.46% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q2 2014 and 15 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q2 2014 was Cambiar Investors, an estimated $44.6M added.
  • The largest Aegon seller in Q2 2014 was Brandes Investment Partners, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2014.