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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
World Asset Management
Michigan
$714K -$71.8K -19,291 -10%
ECM
52
ETrade Capital Management
Virginia
$698K +$90.7K +24,368 +17%
BTS
53
BB&T Securities
Virginia
$678K
USAA
54
United Services Automobile Association
Texas
$650K +$41.2K +11,055 +8%
Millennium Management
55
Millennium Management
New York
$600K -$233K -62,504 -31%
Citadel Advisors
56
Citadel Advisors
Florida
$549K +$414K +111,194 +620%
CIM
57
Calvert Investment Management
Maryland
$527K -$2.87K -772 -0.6%
AAM
58
Advisors Asset Management
Colorado
$503K +$87.2K +23,418 +25%
MCM
59
Marathon Capital Management
Maryland
$494K -$9.68K -2,600 -2%
TCM
60
Traynor Capital Management
Pennsylvania
$493K +$142K +38,088 +48%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$487K +$45.9K +12,321 +12%
HCMT
62
Highland Capital Management (Tennessee)
Tennessee
$464K +$3.87K +1,040 +1%
Stifel Financial
63
Stifel Financial
Missouri
$449K +$13.3K +3,574 +4%
HC
64
Henshaw Capital
Massachusetts
$437K
JMPWA
65
JP Morgan Private Wealth Advisors
California
$426K +$30.7K +8,256 +9%
SG Americas Securities
66
SG Americas Securities
New York
$424K
TW
67
Transform Wealth
Colorado
$415K +$106K +28,598 +42%
PA
68
Pinnacle Associates
New York
$413K -$6.29K -1,690 -2%
JIP
69
Jaffetilchin Investment Partners
Florida
$411K +$359K +96,503 New
BCM
70
Bayesian Capital Management
New York
$400K +$350K +94,115 New
WI
71
WrapManager Inc
California
$392K +$84.1K +22,581 +32%
NFA
72
Nuveen Fund Advisors
Illinois
$382K +$106K +28,377 +46%
SA
73
Strategic Advisors
New York
$374K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$358K +$3.32K +892 +1%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353K -$6.54K -1,757 -2%

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.