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174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$2.86M +$216K +50,685 +8%
GWI
27
Grace & White Inc
New York
$2.59M
JP Morgan Chase
28
JP Morgan Chase
New York
$2.34M +$55.7K +13,060 +2%
US Bancorp
29
US Bancorp
Minnesota
$2.14M -$299K -70,026 -12%
Truist Financial
30
Truist Financial
North Carolina
$2.04M +$96.6K +22,652 +5%
PSUF
31
People's United Financial
Connecticut
$1.78M -$179K -41,991 -9%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$1.72M -$370K -86,770 -17%
EGA
33
Eagle Global Advisors
Texas
$1.49M -$3.82M -895,058 -71%
Jane Street
34
Jane Street
New York
$1.3M -$587K -137,714 -30%
GCAC
35
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.26M +$2.46K +577 +0.2%
BUB
36
BBVA USA Bancshares
Texas
$1.21M +$286K +67,051 +29%
SB
37
Suntrust Banks
Georgia
$1.18M -$70.1K -16,449 -5%
GC
38
Guggenheim Capital
Illinois
$1.11M +$97.5K +22,876 +9%
M&T Bank
39
M&T Bank
New York
$1.05M +$267K +62,632 +32%
Stifel Financial
40
Stifel Financial
Missouri
$1.02M -$11.1K -2,608 -1%
RCM
41
Riverhead Capital Management
Delaware
$986K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$979K +$1.02M +240,327 New
DC
43
Deere & Company
Illinois
$891K
ANTB
44
AMG National Trust Bank
Colorado
$876K
BTS
45
BB&T Securities
Virginia
$876K +$410K +96,105 +81%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$796K +$256K +60,036 +44%
HighTower Advisors
47
HighTower Advisors
Illinois
$777K +$579K +135,752 +250%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$675K -$588K -137,871 -45%
Comerica Bank
49
Comerica Bank
Texas
$652K -$8.73K -2,048 -1%
WAM
50
World Asset Management
Michigan
$646K +$15.6K +3,650 +2%

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.