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172 hedge funds and large institutions have $1.37B invested in Aegon in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

8% more funds holding

Funds holding: 159172 (+13)

0.36% more ownership

Funds ownership: 10.32%10.69% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$6.27M)

97% less call options, than puts

Call options by funds: $11K | Put options by funds: $364K

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
65
Reduced
44
Closed
15
Calls
$11K
Puts
$364K
Net Calls
-$353K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$788K +$3.1K +515 +0.4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$721K +$380K +63,019 +108%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$692K -$71.4K -11,854 -9%
SG Americas Securities
54
SG Americas Securities
New York
$672K
RJA
55
Raymond James & Associates
Florida
$650K +$658K +109,190 New
GIA
56
Gateway Investment Advisers
Ohio
$604K -$267K -44,395 -30%
Citadel Advisors
57
Citadel Advisors
Florida
$591K +$340K +56,509 +132%
CBB
58
Citizens Business Bank
California
$588K
LWCFA
59
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$548K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$429K -$75.8K -12,590 -15%
USAA
61
United Services Automobile Association
Texas
$429K +$434K +72,003 New
B
62
Baird
Wisconsin
$419K +$1.33K +221 +0.3%
HI
63
HBK Investments
Texas
$402K -$36.6K -6,070 -8%
BUB
64
BBVA USA Bancshares
Texas
$394K +$399K +66,214 New
PAM
65
Princeton Alpha Management
New Jersey
$377K +$67.6K +11,222 +22%
IPC
66
Independent Portfolio Consultants
Florida
$372K -$23.5K -3,896 -6%
VKH
67
Virtu KCG Holdings
New York
$348K -$8.25M -1,368,998 -96%
RB
68
Rodgers Brothers
Pennsylvania
$336K -$112K -18,654 -25%
11A
69
10-15 Associates
New York
$324K +$5.43K +901 +2%
IB
70
Intrust Bank
Kansas
$319K +$322K +53,513 New
GVT
71
Genesee Valley Trust
New York
$314K +$318K +52,729 New
Barclays
72
Barclays
United Kingdom
$303K -$10.1K -1,675 -3%
FIM
73
Frontier Investment Management
Texas
$294K +$4.87K +809 +2%
Invesco
74
Invesco
Georgia
$291K +$5.27K +875 +2%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$291K +$139K +23,029 +89%

AEG Hedge Fund Activity: Q2 2014 in Review

172 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2014, worth a combined $1.37B — down 0.46% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $44.6M. The largest seller was Brandes Investment Partners, cutting an estimated $21M.

  • 172 institutional investors held Aegon (AEG) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $1.37B of Aegon stock for Q2 2014, down 0.46% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q2 2014 and 15 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q2 2014 was Cambiar Investors, an estimated $44.6M added.
  • The largest Aegon seller in Q2 2014 was Brandes Investment Partners, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2014.