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175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171175 (+4)

0.05% more ownership

Funds ownership: 8.51%8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$896K -$109K -35,783 -13%
MCM
27
Marathon Capital Management
Maryland
$894K -$335K -109,695 -31%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$856K -$96K -31,407 -12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$765K +$15.2K +4,986 +2%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$754K +$87.8K +28,702 +16%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$688K +$12.1K +3,959 +2%
GT
32
Greenleaf Trust
Michigan
$596K +$15.9K +5,200 +3%
KAS
33
Kestra Advisory Services
Texas
$591K +$268K +87,523 +115%
Truist Financial
34
Truist Financial
North Carolina
$558K -$15K -4,896 -3%
SIS
35
Susquehanna International Securities
Ireland
$549K +$460K +150,530 New
Comerica Bank
36
Comerica Bank
Texas
$521K +$16.7K +5,456 +4%
AWM
37
Altium Wealth Management
New York
$519K -$68.9K -22,521 -14%
LPL Financial
38
LPL Financial
California
$509K -$83K -27,147 -16%
CGH
39
Crossmark Global Holdings
Texas
$506K +$9.44K +3,088 +2%
SG Americas Securities
40
SG Americas Securities
New York
$500K
Russell Investments Group
41
Russell Investments Group
United Kingdom
$494K
ACI
42
AMP Capital Investors
Australia
$485K
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$484K -$5.15K -1,683 -1%
Ameriprise
44
Ameriprise
Minnesota
$481K +$17.9K +5,839 +5%
AAM
45
Advisors Asset Management
Colorado
$473K -$232K -75,796 -37%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$385K -$292K -95,371 -47%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$384K -$27.2K -8,892 -8%
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
$382K +$73.3K +23,969 +30%
Two Sigma Investments
49
Two Sigma Investments
New York
$362K +$304K +99,356 New
S
50
SignatureFD
Georgia
$340K +$15.9K +5,203 +6%

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.