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182 hedge funds and large institutions have $1.02B invested in Aegon in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more funds holding

Funds holding: 180182 (+2)

0.19% more ownership

Funds ownership: 11.26%11.44% (+0.19%)

19% less capital invested

Capital invested by funds: $1.26B → $1.02B (-$241M)

44% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 101

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $160K

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
57
Reduced
101
Closed
18
Calls
Puts
$160K
Net Calls
-$160K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
World Asset Management
Michigan
$640K +$45.3K +9,370 +6%
NPIT
52
National Penn Investors Trust
Pennsylvania
$593K -$15.4K -3,186 -2%
OMC
53
Old Mission Capital
Illinois
$569K +$665K +137,558 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$559K +$47.7K +9,861 +8%
IB
55
Intrust Bank
Kansas
$557K -$29.5K -6,100 -4%
PA
56
Pinnacle Associates
New York
$557K -$9.24K -1,911 -1%
MCM
57
Mork Capital Management
California
$556K -$14.5K -2,990 -2%
OAM
58
Oxford Asset Management
United Kingdom
$545K +$638K +131,968 New
Millennium Management
59
Millennium Management
New York
$543K -$1.6M -331,052 -72%
Ameriprise
60
Ameriprise
Minnesota
$505K +$135K +28,013 +30%
RIL
61
Rothschild Investment LLC
Illinois
$501K -$7.53K -1,557 -1%
BTS
62
BB&T Securities
Virginia
$492K +$58.3K +12,061 +11%
USAA
63
United Services Automobile Association
Texas
$468K +$77.8K +16,095 +17%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$462K -$9.34K -1,932 -2%
SG Americas Securities
65
SG Americas Securities
New York
$440K -$11.4K -2,368 -2%
HCMT
66
Highland Capital Management (Tennessee)
Tennessee
$400K -$49K -10,138 -9%
CBB
67
Citizens Business Bank
California
$385K -$10K -2,072 -2%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$379K -$72.2K -14,944 -14%
CSS
69
Cubist Systematic Strategies
Connecticut
$376K +$350K +72,498 +390%
WIS
70
Wright Investors Service
Connecticut
$370K +$433K +89,630 New
GVT
71
Genesee Valley Trust
New York
$330K +$65.6K +13,564 +20%
RBC
72
Ronald Blue & Co
Georgia
$283K -$72.4K -14,980 -18%
RB
73
Rodgers Brothers
Pennsylvania
$269K -$45.9K -9,492 -13%
BF
74
BOK Financial
Oklahoma
$260K -$3.62M -748,415 -92%
AT
75
Arden Trust
Delaware
$260K +$201K +41,595 +195%

AEG Hedge Fund Activity: Q3 2015 in Review

182 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2015, worth a combined $1.02B — down 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 18 closed out — a net gain of 4 holders — while 57 added to existing stakes and 101 trimmed.

The largest buyer was Bank of America, adding an estimated $29.3M. The largest seller was Arrowstreet Capital, cutting an estimated $16M.

  • 182 institutional investors held Aegon (AEG) as of Q3 2015, up from 180 in Q2 2015.
  • Funds reported $1.02B of Aegon stock for Q3 2015, down 19% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2015 and 18 closed out, a net change of +4 holders.
  • The largest Aegon buyer in Q3 2015 was Bank of America, an estimated $29.3M added.
  • The largest Aegon seller in Q3 2015 was Arrowstreet Capital, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2015.