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185 hedge funds and large institutions have $809M invested in Aegon in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $819K | Put options by funds: $166K

26% more capital invested

Capital invested by funds: $642M → $809M (+$167M)

0.05% more ownership

Funds ownership: 7.86%7.91% (+0.05%)

2% less funds holding

Funds holding: 189185 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 109

Holders
185
Holders Change
-4
Holders Change %
-2.12%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
109
Closed
25
Calls
$819K
Puts
$166K
Net Calls
+$653K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.17M +$20.5K +4,742 +2%
MCM
27
Marathon Capital Management
Maryland
$1.13M -$91.8K -21,182 -8%
American Century Companies
28
American Century Companies
Missouri
$1.04M +$41.8K +9,642 +5%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$945K -$17.7K -4,096 -2%
LPL Financial
30
LPL Financial
California
$941K -$26.6K -6,151 -3%
KAS
31
Kestra Advisory Services
Texas
$787K +$295K +68,083 +73%
GT
32
Greenleaf Trust
Michigan
$721K -$47.8K -11,026 -7%
Truist Financial
33
Truist Financial
North Carolina
$697K -$11.2K -2,584 -2%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$675K -$364K -83,906 -38%
MWNA
35
Marshall Wace North America
New York
$669K -$734K -169,520 -55%
AWM
36
Altium Wealth Management
New York
$663K -$11.3K -2,618 -2%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$663K +$15.9K +3,667 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$656K -$65.5K -15,116 -10%
SG Americas Securities
39
SG Americas Securities
New York
$632K -$397K -91,588 -41%
CGH
40
Crossmark Global Holdings
Texas
$621K +$2.4K +555 +0.4%
HFS
41
Hantz Financial Services
Michigan
$611K +$65.9K +15,203 +14%
CCIA
42
Campbell & Co Investment Adviser
Maryland
$541K +$248K +57,223 +106%
GC
43
Guggenheim Capital
Illinois
$540K -$402K -92,673 -46%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$490K -$25.1K -5,786 -5%
Two Sigma Investments
45
Two Sigma Investments
New York
$476K -$1.64M -377,557 -79%
EAM
46
Eagle Asset Management
Florida
$458K +$40.8K +9,423 +11%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$452K -$9 -2 -0%
S
48
SignatureFD
Georgia
$450K -$11.1K -2,554 -3%
HCMT
49
Highland Capital Management (Tennessee)
Tennessee
$409K +$3.38K +781 +0.9%
RWM
50
Ritholtz Wealth Management
New York
$371K -$38.4K -8,858 -10%

AEG Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2021, worth a combined $809M — up 26% from $642M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 21 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 51 added.

The largest buyer was Arrowstreet Capital, adding an estimated $6.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 185 institutional investors held Aegon (AEG) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $809M of Aegon stock for Q3 2021, up 26% quarter-over-quarter.
  • 21 funds opened new Aegon positions in Q3 2021 and 25 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q3 2021 was Arrowstreet Capital, an estimated $6.06M added.
  • The largest Aegon seller in Q3 2021 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2021.