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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.16M -$307K -49,002 -12%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$2.13M +$756K +120,674 +50%
Creative Planning
28
Creative Planning
Kansas
$2.06M +$86.5K +13,799 +4%
EI
29
Ethic Inc
New York
$1.98M -$76.1K -12,141 -3%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.87M -$1.52M -242,931 -43%
Jane Street
31
Jane Street
New York
$1.86M +$694K +110,768 +54%
DWA
32
Dorsey Wright & Associates
California
$1.84M -$615K -98,181 -24%
Bank of America
33
Bank of America
North Carolina
$1.78M -$3.49M -556,157 -65%
ERSOT
34
Employees Retirement System of Texas
Texas
$1.71M -$209K -33,266 -10%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.67M +$1.78M +283,207 New
AIP
36
Arrowpoint Investment Partners
Singapore
$1.63M +$1.74M +277,586 New
HighTower Advisors
37
HighTower Advisors
Illinois
$1.48M -$317K -50,519 -17%
VA
38
Vident Advisory
Georgia
$1.41M -$90.9K -14,498 -6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.36M -$56.4K -8,991 -4%
Wells Fargo
40
Wells Fargo
California
$1.28M -$16K -2,547 -1%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.25M +$5.94K +948 +0.4%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$1.19M +$428K +68,310 +51%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$1.13M -$13.7K -2,189 -1%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$1.06M +$1.13M +180,639 New
Vanguard Group
45
Vanguard Group
Pennsylvania
$919K -$99.7K -15,900 -9%
GT
46
Greenleaf Trust
Michigan
$910K
Mariner
47
Mariner
Kansas
$879K -$62.1K -9,904 -6%
FHB
48
First Hawaiian Bank
Hawaii
$873K
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$858K +$11.2K +1,779 +1%
Cerity Partners
50
Cerity Partners
New York
$838K -$65.4K -10,437 -7%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.