We are live on ! Find out more

174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIT
51
National Penn Investors Trust
Pennsylvania
$584K
CIM
52
Calvert Investment Management
Maryland
$582K -$132K -31,030 -18%
Deutsche Bank
53
Deutsche Bank
Germany
$563K +$458K +107,365 +347%
PA
54
Pinnacle Associates
New York
$521K -$29.9K -7,004 -5%
VKH
55
Virtu KCG Holdings
New York
$518K -$161K -37,650 -23%
IB
56
Intrust Bank
Kansas
$518K -$32.7K -7,670 -6%
LCM
57
Landscape Capital Management
New Jersey
$512K +$535K +125,518 New
Ameriprise
58
Ameriprise
Minnesota
$501K +$5.19K +1,218 +1%
RIL
59
Rothschild Investment LLC
Illinois
$496K +$1.63K +383 +0.3%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$448K +$56.4K +13,237 +14%
SG Americas Securities
61
SG Americas Securities
New York
$434K
Bank of New York Mellon
62
Bank of New York Mellon
New York
$416K -$418K -97,956 -49%
Squarepoint
63
Squarepoint
New York
$397K +$416K +97,504 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$369K -$1.9M -445,477 -83%
LWCFA
65
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$354K
JMPWA
66
JP Morgan Private Wealth Advisors
California
$326K +$111K +26,033 +48%
GVT
67
Genesee Valley Trust
New York
$313K -$13.1K -3,062 -4%
BF
68
BOK Financial
Oklahoma
$274K +$18.2K +4,273 +7%
Capital Fund Management (CFM)
69
Capital Fund Management (CFM)
France
$257K +$269K +63,087 New
RFC
70
Regions Financial Corp
Alabama
$239K -$6.52K -1,530 -3%
CB
71
Commerce Bank
Missouri
$227K -$8.55K -2,006 -3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$225K -$156K -36,560 -40%
CSS
73
Cubist Systematic Strategies
Connecticut
$224K -$154K -36,079 -40%
AL
74
Airain Ltd
Guernsey
$213K +$223K +52,384 New
WI
75
WrapManager Inc
California
$202K +$212K +49,681 New

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.