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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$929K +$668K +123,811 +222%
SFM
52
Systematic Financial Management
New Jersey
$906K
WAM
53
World Asset Management
Michigan
$820K -$6.3K -1,168 -0.7%
MCM
54
Mork Capital Management
California
$725K +$755K +140,022 New
HI
55
HBK Investments
Texas
$704K +$36.7K +6,806 +5%
PA
56
Pinnacle Associates
New York
$670K
Citadel Advisors
57
Citadel Advisors
Florida
$661K +$481K +89,116 +232%
BUB
58
BBVA USA Bancshares
Texas
$647K +$69.8K +12,943 +12%
VKH
59
Virtu KCG Holdings
New York
$638K +$574K +106,508 +640%
V
60
Veritable
Delaware
$597K +$617K +114,433 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$595K +$17.4K +3,233 +3%
B
62
Baird
Wisconsin
$576K -$368K -68,185 -38%
SG Americas Securities
63
SG Americas Securities
New York
$574K
CCP
64
Clarkston Capital Partners
Michigan
$543K +$566K +104,885 New
IB
65
Intrust Bank
Kansas
$539K +$135K +25,045 +32%
ICM
66
ICC Capital Management
Florida
$512K +$533K +98,849 New
CBB
67
Citizens Business Bank
California
$503K
JP Morgan Chase
68
JP Morgan Chase
New York
$503K +$309K +57,387 +144%
LWCFA
69
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K
Barclays
70
Barclays
United Kingdom
$449K +$115K +21,282 +30%
LMGAM
71
Liberty Mutual Group Asset Management
Massachusetts
$382K
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$357K -$141K -26,075 -27%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$350K +$91.5K +16,973 +34%
USAA
74
United Services Automobile Association
Texas
$339K -$46.9K -8,693 -12%
RB
75
Rodgers Brothers
Pennsylvania
$319K

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.