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229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 228229 (+1)

0.1% less ownership

Funds ownership: 9.39%9.3% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $975M → $843M (-$132M)

89% less call options, than puts

Call options by funds: $177K | Put options by funds: $1.67M

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.28M -$43.5K -8,588 -3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.25M +$828K +163,685 +130%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$1.17M +$1.38M +273,185 New
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.07M -$21.6K -4,270 -2%
EI
30
Ethic Inc
New York
$1.03M -$170K -33,676 -12%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.02M -$4.66K -921 -0.4%
Marshall Wace
32
Marshall Wace
United Kingdom
$992K +$1.17M +230,743 New
Millennium Management
33
Millennium Management
New York
$900K +$947K +187,171 +845%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$806K -$33.3K -6,571 -3%
GT
35
Greenleaf Trust
Michigan
$718K -$15.9K -3,142 -2%
LPL Financial
36
LPL Financial
California
$709K +$21.7K +4,286 +3%
Creative Planning
37
Creative Planning
Kansas
$704K -$38.1K -7,533 -4%
CSS
38
Cubist Systematic Strategies
Connecticut
$700K +$29.5K +5,827 +4%
Simplex Trading
39
Simplex Trading
Illinois
$679K +$153K +30,230 +24%
HFS
40
Hantz Financial Services
Michigan
$651K +$12.5K +2,462 +2%
FHB
41
First Hawaiian Bank
Hawaii
$628K -$2.29K -453 -0.3%
Truist Financial
42
Truist Financial
North Carolina
$585K -$12.4K -2,442 -2%
JFG
43
Jefferies Financial Group
New York
$538K +$633K +125,000 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$533K -$79.9K -15,787 -11%
Mariner
45
Mariner
Kansas
$531K +$57.3K +11,331 +10%
Corient Private Wealth
46
Corient Private Wealth
Florida
$527K -$40.8K -8,056 -6%
CGH
47
Crossmark Global Holdings
Texas
$523K +$840 +166 +0.1%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$520K +$5.17K +1,021 +0.8%
MCM
49
Marathon Capital Management
Maryland
$512K -$15.2K -3,000 -2%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$446K -$24.5K -4,848 -4%

AEG Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2023, worth a combined $843M — down 14% from $975M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 22 closed out — a net gain of 5 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.06M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22M sold.

  • 229 institutional investors held Aegon (AEG) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $843M of Aegon stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2023 was Brandes Investment Partners, an estimated $6.06M added.
  • The largest Aegon seller in Q1 2023 was Arrowstreet Capital, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.