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Aegon
AEG

215 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

23% more capital invested

Capital invested by funds: $881M → $1.08B (+$201M)

18% more funds holding

Funds holding: 182 → 215 (+33)

0.22% more ownership

Funds ownership: 9.05% → 9.26% (+0.22%)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

34% less call options, than puts

Call options by funds: $215K | Put options by funds: $327K

Holders
215
Holders Change
+33
Holders Change %
+18.13%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$23.4M
3
PE
Point72 Europe
United Kingdom
+$3.72M
4
BIP
Brandes Investment Partners
California
+$3.12M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$17.1M
2
PMG
Private Management Group
California
-$11.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.9M
4
Millennium Management
Millennium Management
New York
-$6.81M
5
Optiver Holding
Optiver Holding
Netherlands
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$1.67M +$1.51M +290,600 New
Millennium Management
27
Millennium Management
New York
$1.65M -$6.81M -1,309,760 -82%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.51M +$1.37M +262,712 New
Creative Planning
29
Creative Planning
Kansas
$1.48M +$134K +25,702 +11%
CSS
30
Cubist Systematic Strategies
Connecticut
$1.43M +$859K +165,306 +200%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$1.36M -$31.2K -6,010 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.28M -$31.1K -5,979 -3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.22M -$198K -38,063 -15%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$1.19M +$2.74K +527 +0.3%
LPL Financial
35
LPL Financial
California
$1,000K +$463K +89,026 +105%
Vanguard Group
36
Vanguard Group
Pennsylvania
$987K – – –
GT
37
Greenleaf Trust
Michigan
$888K +$187 +36 +0%
HFS
38
Hantz Financial Services
Michigan
$873K -$22.5K -4,321 -3%
GS
39
GTS Securities
New York
$854K +$771K +148,333 New
Mariner
40
Mariner
Kansas
$839K +$42.8K +8,242 +6%
VA
41
Vident Advisory
Georgia
$805K +$260 +50 +0%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$754K +$64.7K +12,451 +11%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$725K +$653K +125,650 +13,453%
S
44
SignatureFD
Georgia
$708K +$46.9K +9,027 +8%
CGH
45
Crossmark Global Holdings
Texas
$695K +$1.47K +282 +0.2%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$641K +$51.9K +9,989 +10%
Corient Private Wealth
47
Corient Private Wealth
Florida
$629K +$85.4K +16,430 +18%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$614K +$554K +106,665 New
Renaissance Technologies
49
Renaissance Technologies
New York
$569K -$1.73M -333,753 -77%
WA
50
Wealthstar Advisors
Texas
$534K +$184K +35,411 +62%
1
2
3 4 5

AEG Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2023, worth a combined $1.08B — up 23% from $881M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEG positions and 20 closed out — a net gain of 35 holders — while 54 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.1M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $17.1M sold.

  • 215 institutional investors held Aegon (AEG) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $1.08B of Aegon stock for Q4 2023, up 23% quarter-over-quarter.
  • 55 funds opened new Aegon positions in Q4 2023 and 20 closed out, a net change of +35 holders.
  • The largest Aegon buyer in Q4 2023 was Morgan Stanley, an estimated $32.1M added.
  • The largest Aegon seller in Q4 2023 was Raymond James & Associates, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2023.