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Aegon
AEG

171 hedge funds and large institutions have $422M invested in Aegon in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 8.72% → 8.51% (-0.21%)

9% less funds holding

Funds holding: 188 → 171 (-17)

15% less capital invested

Capital invested by funds: $498M → $422M (-$75.9M)

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

99% less call options, than puts

Call options by funds: $16K | Put options by funds: $2.2M

Holders
171
Holders Change
-17
Holders Change %
-9.04%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
46
Reduced
70
Closed
25
Calls
$16K
Puts
$2.2M
Net Calls
-$2.18M
Net Calls Change
-$782K

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$6.35M
2
GWI
Grace & White Inc
New York
+$953K
3
RJA
Raymond James & Associates
Florida
+$550K
4
Wells Fargo
Wells Fargo
California
+$520K
5
Millennium Management
Millennium Management
New York
+$275K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.18M
2
Morgan Stanley
Morgan Stanley
New York
-$2.96M
3
PPA
Parametric Portfolio Associates
Washington
-$2.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.03M
5
BIP
Brandes Investment Partners
California
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Mork Capital Management
California
$555K – – –
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$505K +$69K +25,975 +14%
AAM
28
Advisors Asset Management
Colorado
$486K -$145K -54,382 -21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$484K -$755K -284,036 -58%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$475K -$503K -189,245 -49%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$455K -$251K -94,401 -33%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$437K -$742K -279,205 -60%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$421K -$158K -59,274 -25%
LPL Financial
34
LPL Financial
California
$394K +$3.16K +1,190 +0.7%
AWM
35
Altium Wealth Management
New York
$389K -$28.1K -10,573 -6%
GT
36
Greenleaf Trust
Michigan
$374K +$10.8K +4,069 +3%
Truist Financial
37
Truist Financial
North Carolina
$373K – – –
Comerica Bank
38
Comerica Bank
Texas
$345K -$1.05K -396 -0.3%
SG Americas Securities
39
SG Americas Securities
New York
$324K – – –
CGH
40
Crossmark Global Holdings
Texas
$320K -$14.4K -5,411 -4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$320K +$9.02K +3,393 +3%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$317K -$42.3K -15,919 -11%
ACI
43
AMP Capital Investors
Australia
$311K -$222K -83,552 -38%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$309K -$51.8K -19,490 -13%
Ameriprise
45
Ameriprise
Minnesota
$298K +$12.2K +4,584 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$270K +$132K +49,813 +77%
S
47
SignatureFD
Georgia
$208K +$12K +4,513 +5%
HCMT
48
Highland Capital Management (Tennessee)
Tennessee
$201K -$1.23K -463 -0.5%
SFI
49
Susquehanna Fundamental Investments
Pennsylvania
$191K +$181K +68,200 +538%
OMC
50
Old Mission Capital
Illinois
$184K -$683K -257,102 -77%
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AEG Hedge Fund Activity: Q3 2020 in Review

171 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2020, worth a combined $422M — down 15% from $498M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 11 opened new positions — a net loss of 14 holders — while 70 trimmed existing stakes and 46 added.

The largest buyer was Dodge & Cox, adding an estimated $6.35M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 171 institutional investors held Aegon (AEG) as of Q3 2020, down from 188 in Q2 2020.
  • Funds reported $422M of Aegon stock for Q3 2020, down 15% quarter-over-quarter.
  • 11 funds opened new Aegon positions in Q3 2020 and 25 closed out, a net change of -14 holders.
  • The largest Aegon buyer in Q3 2020 was Dodge & Cox, an estimated $6.35M added.
  • The largest Aegon seller in Q3 2020 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2020.