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182 hedge funds and large institutions have $971M invested in Aegon in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174182 (+8)

0.31% more ownership

Funds ownership: 11.12%11.44% (+0.31%)

6% less capital invested

Capital invested by funds: $1.03B → $971M (-$57.8M)

61% less call options, than puts

Call options by funds: $34K | Put options by funds: $88K

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
64
Reduced
46
Closed
17
Calls
$34K
Puts
$88K
Net Calls
-$54K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIT
51
National Penn Investors Trust
Pennsylvania
$567K
CIM
52
Calvert Investment Management
Maryland
$564K
GC
53
Guggenheim Capital
Illinois
$541K -$528K -136,587 -50%
USAA
54
United Services Automobile Association
Texas
$540K +$528K +136,576 New
CS
55
Cannell & Spears
New York
$532K +$520K +134,504 New
PA
56
Pinnacle Associates
New York
$506K +$867 +224 +0.2%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$486K +$78.3K +20,231 +20%
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$464K +$28.5K +7,367 +7%
SG Americas Securities
59
SG Americas Securities
New York
$421K
RIL
60
Rothschild Investment LLC
Illinois
$407K -$72.7K -18,782 -15%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$378K +$60K +15,499 +19%
CBB
62
Citizens Business Bank
California
$369K +$361K +93,212 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$367K +$8.6K +2,222 +2%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$344K
Ameriprise
65
Ameriprise
Minnesota
$333K -$151K -38,965 -32%
GVT
66
Genesee Valley Trust
New York
$312K +$8.21K +2,121 +3%
WI
67
WrapManager Inc
California
$278K +$79.6K +20,582 +41%
BF
68
BOK Financial
Oklahoma
$261K -$5.38K -1,391 -2%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$241K +$52.7K +13,609 +29%
ECM
70
ETrade Capital Management
Virginia
$241K +$109K +28,228 +86%
HC
71
Henshaw Capital
Massachusetts
$240K +$235K +60,655 New
RFC
72
Regions Financial Corp
Alabama
$235K +$3.01K +778 +1%
CB
73
Commerce Bank
Missouri
$220K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$218K -$368 -95 -0.2%
TC
75
Telemus Capital
Michigan
$209K +$204K +52,751 New

AEG Hedge Fund Activity: Q1 2016 in Review

182 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2016, worth a combined $971M — down 5.6% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 17 closed out — a net gain of 10 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $21M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $8.39M sold.

  • 182 institutional investors held Aegon (AEG) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $971M of Aegon stock for Q1 2016, down 5.6% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2016 and 17 closed out, a net change of +10 holders.
  • The largest Aegon buyer in Q1 2016 was Cambiar Investors, an estimated $21M added.
  • The largest Aegon seller in Q1 2016 was Arrowstreet Capital, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2016.