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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$2.74M +$159K +32,681 +5%
Ameriprise
27
Ameriprise
Minnesota
$2.52M -$363K -74,466 -11%
Deutsche Bank
28
Deutsche Bank
Germany
$2.38M +$2.73M +559,169 +1,487%
BlackRock
29
BlackRock
New York
$1.95M -$1.15M -236,603 -33%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.89M +$2.31M +474,255 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.83M -$1.53M -313,906 -41%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.76M -$849K -174,067 -28%
AAM
33
Advisors Asset Management
Colorado
$1.69M -$1.69M -346,481 -45%
SG Americas Securities
34
SG Americas Securities
New York
$1.48M +$84.6K +17,341 +5%
Stifel Financial
35
Stifel Financial
Missouri
$1.46M -$197K -40,479 -10%
MF
36
MHI Funds
New York
$1.45M -$143K -29,300 -7%
UBS Group
37
UBS Group
Switzerland
$1.18M +$91.2K +18,701 +7%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.05M -$262K -53,699 -17%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$928K -$37.8K -7,749 -3%
MCM
40
Marathon Capital Management
Maryland
$868K -$159K -32,686 -13%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$858K -$7.26K -1,488 -0.7%
SB
42
Suntrust Banks
Georgia
$819K -$55.1K -11,302 -5%
OAM
43
Oppenheimer Asset Management
New York
$782K -$97.3K -19,943 -9%
IFWM
44
Institute for Wealth Management
Colorado
$776K +$96.3K +19,737 +11%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$718K -$73.4K -15,056 -8%
Comerica Bank
46
Comerica Bank
Texas
$698K -$6.84K -1,403 -0.9%
BTS
47
BB&T Securities
Virginia
$598K -$280K -57,388 -28%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$594K +$63.2K +12,952 +10%
SI
49
Stephens Inc
Arkansas
$553K -$121K -24,782 -15%
SA
50
Strategic Advisors
New York
$523K +$118K +24,281 New

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.