We are live on ! Find out more

154 hedge funds and large institutions have $1.44B invested in Aegon in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more call options, than puts

Call options by funds: $989K | Put options by funds: $610K

27% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$306M)

8% more funds holding

Funds holding: 142154 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 10.58%10.44% (-0.14%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
48
Closed
16
Calls
$989K
Puts
$610K
Net Calls
+$379K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
51
Geode Capital Management
Massachusetts
$671K +$593K +104,323 New
PI
52
Placemark Investments
Illinois
$670K -$28.6K -5,019 -5%
IPC
53
Independent Portfolio Consultants
Florida
$649K +$191K +33,539 +50%
RFC
54
Russell Frank Company
Washington
$637K +$596K +104,838 +2,983%
CBB
55
Citizens Business Bank
California
$635K
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$592K -$9.56K -1,681 -2%
GIA
57
Gateway Investment Advisers
Ohio
$544K +$57 +10 +0%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$535K -$43.6K -7,659 -8%
AllianceBernstein
59
AllianceBernstein
Tennessee
$478K -$16.9K -2,965 -4%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$464K +$8.26K +1,452 +2%
HI
61
HBK Investments
Texas
$463K -$106K -18,714 -21%
RB
62
Rodgers Brothers
Pennsylvania
$451K +$51.1K +8,985 +15%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$404K -$48.1K -8,452 -12%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$390K +$20.6K +3,621 +6%
SCA
65
SAC Capital Advisors
Connecticut
$387K +$342K +60,090 New
11A
66
10-15 Associates
New York
$349K -$1.83K -321 -0.6%
Invesco
67
Invesco
Georgia
$349K +$5.23K +920 +2%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$331K +$1.29K +226 +0.4%
FIM
69
Frontier Investment Management
Texas
$312K -$143K -25,172 -34%
PFS
70
Prospera Financial Services
Texas
$302K +$267K +46,913 New
EMG
71
Ellington Management Group
Connecticut
$281K +$248K +43,600 New
SA
72
Strategic Advisors
New York
$268K -$1.68K -295 -2%
SCM
73
Shah Capital Management
North Carolina
$263K -$3.08M -541,978 -93%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$258K +$102K +17,970 +81%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$243K +$215K +37,729 New

AEG Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2013, worth a combined $1.44B — up 27% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 16 closed out — a net gain of 12 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Brandes Investment Partners, cutting an estimated $35.4M.

  • 154 institutional investors held Aegon (AEG) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.44B of Aegon stock for Q4 2013, up 27% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Aegon buyer in Q4 2013 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Aegon seller in Q4 2013 was Brandes Investment Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.