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Aegon
AEG

195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185 → 195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91% → 8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$17.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$6.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.88M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Wells Fargo
Wells Fargo
California
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.3M +$1.03M +219,554 +386%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.14M +$11.4K +2,430 +1%
LPL Financial
28
LPL Financial
California
$921K +$7.15K +1,529 +0.8%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$903K -$14.3K -3,048 -2%
GT
30
Greenleaf Trust
Michigan
$774K +$73K +15,614 +11%
MCM
31
Marathon Capital Management
Maryland
$750K -$338K -72,245 -31%
Citadel Advisors
32
Citadel Advisors
Florida
$732K -$1.3M -277,871 -64%
FHB
33
First Hawaiian Bank
Hawaii
$681K +$675K +144,304 New
Truist Financial
34
Truist Financial
North Carolina
$649K -$27.3K -5,836 -4%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$635K -$19.8K -4,242 -3%
AWM
36
Altium Wealth Management
New York
$631K -$11.9K -2,548 -2%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$627K -$16.1K -3,444 -3%
HFS
38
Hantz Financial Services
Michigan
$627K +$34.1K +7,287 +6%
SG Americas Securities
39
SG Americas Securities
New York
$613K – – –
CGH
40
Crossmark Global Holdings
Texas
$607K +$4.2K +898 +0.7%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$572K +$567K +121,234 New
MA
42
Mutual Advisors
Nebraska
$553K +$472K +100,852 +624%
HJIM
43
Henry James International Management
New York
$543K +$293K +62,735 +120%
SIA
44
Schechter Investment Advisors
Michigan
$543K +$537K +114,898 New
GC
45
Guggenheim Capital
Illinois
$517K -$6.74K -1,440 -1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$462K -$13.7K -2,928 -3%
EAM
47
Eagle Asset Management
Florida
$460K +$15.9K +3,394 +4%
S
48
SignatureFD
Georgia
$450K +$12.3K +2,623 +3%
Group One Trading
49
Group One Trading
Illinois
$437K +$433K +92,495 New
HCMT
50
Highland Capital Management (Tennessee)
Tennessee
$425K +$27.6K +5,899 +7%
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AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.