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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$457K +$84.8K +16,610 +22%
HI
52
HBK Investments
Texas
$455K +$462K +90,595 New
VKH
53
Virtu KCG Holdings
New York
$432K +$439K +86,030 New
GIA
54
Gateway Investment Advisers
Ohio
$425K -$321 -63 -0.1%
PA
55
Pinnacle Associates
New York
$404K +$410K +80,358 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$390K -$1.58M -309,426 -80%
AllianceBernstein
57
AllianceBernstein
Tennessee
$388K -$485K -95,089 -55%
FIM
58
Frontier Investment Management
Texas
$370K +$6.39K +1,252 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$358K +$61.5K +12,046 +20%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$355K -$778K -152,516 -68%
HighTower Advisors
61
HighTower Advisors
Illinois
$351K +$16.2K +3,182 +5%
Citigroup
62
Citigroup
New York
$341K +$196K +38,440 +130%
IPC
63
Independent Portfolio Consultants
Florida
$338K +$105K +20,526 +44%
RB
64
Rodgers Brothers
Pennsylvania
$307K +$312K +61,140 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$286K +$12.3K +2,411 +4%
SA
66
Strategic Advisors
New York
$276K +$82.7K +16,203 New
11A
67
10-15 Associates
New York
$274K +$796 +156 +0.3%
Invesco
68
Invesco
Georgia
$268K -$1K -196 -0.4%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$258K +$6.21K +1,218 +2%
Jane Street
70
Jane Street
New York
$225K +$137K +26,893 +151%
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$220K +$217K +42,558 New
AAS
72
Annex Advisory Services
Wisconsin
$206K
Citadel Advisors
73
Citadel Advisors
Florida
$191K +$68.1K +13,339 +54%
CIP
74
Convergence Investment Partners
Florida
$188K -$53.8K -10,538 -22%
State Street
75
State Street
Massachusetts
$185K +$51.9K +10,169 +38%

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.