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176 hedge funds and large institutions have $728M invested in Aegon in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 11.44%11.33% (-0.1%)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

25% less capital invested

Capital invested by funds: $971M → $728M (-$243M)

50% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 101

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $234K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
101
Closed
27
Calls
$2K
Puts
$234K
Net Calls
-$232K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$363K -$23.5K -6,240 -5%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$358K -$327K -87,112 -42%
Deutsche Bank
53
Deutsche Bank
Germany
$331K -$134K -35,734 -24%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$329K -$25.3K -6,726 -6%
CB
55
Commerce Bank
Missouri
$313K +$186K +49,391 +89%
SG Americas Securities
56
SG Americas Securities
New York
$307K -$12.9K -3,438 -3%
SG
57
Societe Generale
$307K +$388K +103,125 New
TW
58
Transform Wealth
Colorado
$293K +$369K +98,284 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$292K +$19.5K +5,177 +6%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$290K +$6.48K +1,725 +2%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$285K +$360K +95,825 New
ECM
62
ETrade Capital Management
Virginia
$277K +$121K +32,064 +53%
CBB
63
Citizens Business Bank
California
$269K -$11.3K -3,006 -3%
RIL
64
Rothschild Investment LLC
Illinois
$263K -$54.5K -14,493 -14%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K +$284K +75,592 +726%
LWCFA
66
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$10.5K -2,804 -3%
GVT
67
Genesee Valley Trust
New York
$238K +$3.5K +930 +1%
AL
68
Airain Ltd
Guernsey
$226K +$104K +27,563 +57%
WI
69
WrapManager Inc
California
$212K +$3.5K +931 +1%
GC
70
Guggenheim Capital
Illinois
$208K -$253K -67,192 -49%
Ameriprise
71
Ameriprise
Minnesota
$186K -$81.9K -21,778 -26%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$184K +$165K +43,946 +244%
TC
73
Telemus Capital
Michigan
$178K +$26.3K +6,991 +13%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$169K -$16.8K -4,467 -7%
AG
75
Advisor Group
Arizona
$166K +$212K +56,475 New

AEG Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2016, worth a combined $728M — down 25% from $971M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AEG and 22 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $7.72M. The largest seller was Allianz Asset Management, cutting an estimated $7.97M.

  • 176 institutional investors held Aegon (AEG) as of Q2 2016, down from 182 in Q1 2016.
  • Funds reported $728M of Aegon stock for Q2 2016, down 25% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q2 2016 and 27 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q2 2016 was Brandes Investment Partners, an estimated $7.72M added.
  • The largest Aegon seller in Q2 2016 was Allianz Asset Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2016.