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184 hedge funds and large institutions have $1.32B invested in Aegon in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

16% more call options, than puts

Call options by funds: $227K | Put options by funds: $196K

11% more capital invested

Capital invested by funds: $1.19B → $1.32B (+$131M)

0.53% more ownership

Funds ownership: 10.69%11.21% (+0.53%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
41
Closed
24
Calls
$227K
Puts
$196K
Net Calls
+$31K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$952K -$766K -146,292 -46%
CSS
52
Cubist Systematic Strategies
Connecticut
$900K +$541K +103,447 +170%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$891K +$627K +119,837 +280%
WAM
54
World Asset Management
Michigan
$864K -$2.88K -551 -0.3%
NPIT
55
National Penn Investors Trust
Pennsylvania
$817K +$700K +133,687 +861%
MCM
56
Mork Capital Management
California
$767K
PA
57
Pinnacle Associates
New York
$753K +$42.4K +8,109 +6%
BUB
58
BBVA USA Bancshares
Texas
$739K +$52.6K +10,047 +8%
IB
59
Intrust Bank
Kansas
$728K +$152K +28,983 +28%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$641K +$12K +2,285 +2%
RIL
61
Rothschild Investment LLC
Illinois
$638K +$311K +59,483 +104%
SG Americas Securities
62
SG Americas Securities
New York
$607K
ICM
63
ICC Capital Management
Florida
$552K +$10.1K +1,933 +2%
B
64
Baird
Wisconsin
$544K -$61.6K -11,768 -11%
CBB
65
Citizens Business Bank
California
$531K
CIM
66
Calvert Investment Management
Maryland
$511K -$822K -157,064 -63%
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$496K
Ameriprise
68
Ameriprise
Minnesota
$476K +$229K +43,828 +102%
USAA
69
United Services Automobile Association
Texas
$469K +$106K +20,174 +31%
CS
70
Credit Suisse
Switzerland
$451K +$172K +32,832 +66%
RBC
71
Ronald Blue & Co
Georgia
$442K +$246K +46,937 +139%
GVT
72
Genesee Valley Trust
New York
$389K +$160K +30,505 +75%
RB
73
Rodgers Brothers
Pennsylvania
$383K +$44.5K +8,509 +14%
VKH
74
Virtu KCG Holdings
New York
$347K -$313K -59,836 -49%
CB
75
Commerce Bank
Missouri
$333K +$318K +60,851 New

AEG Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2015, worth a combined $1.32B — up 11% from $1.19B a quarter earlier.

Fund positioning in AEG was balanced in Q1 2015: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $32.3M. The largest seller was Boston Advisors, exiting entirely with an estimated $8.15M sold.

  • 184 institutional investors held Aegon (AEG) as of Q1 2015, down from 187 in Q4 2014.
  • Funds reported $1.32B of Aegon stock for Q1 2015, up 11% quarter-over-quarter.
  • 24 funds opened new Aegon positions in Q1 2015 and 24 closed out, a net change of 0 holders.
  • The largest Aegon buyer in Q1 2015 was Allianz Asset Management, an estimated $32.3M added.
  • The largest Aegon seller in Q1 2015 was Boston Advisors, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2015.