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230 hedge funds and large institutions have $1.26B invested in Aegon in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

39% more call options, than puts

Call options by funds: $548K | Put options by funds: $395K

14% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$158M)

7% more funds holding

Funds holding: 215230 (+15)

0.66% more ownership

Funds ownership: 10.24%10.9% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

Holders
230
Holders Change
+15
Holders Change %
+6.98%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
60
Reduced
67
Closed
30
Calls
$548K
Puts
$395K
Net Calls
+$153K
Net Calls Change
+$517K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.15M -$111K -20,125 -9%
MCM
52
Mork Capital Management
California
$1.07M
Stifel Financial
53
Stifel Financial
Missouri
$966K +$649K +117,779 +205%
Comerica Bank
54
Comerica Bank
Texas
$943K +$22.1K +4,007 +3%
BUB
55
BBVA USA Bancshares
Texas
$915K -$633K -114,973 -41%
EVM
56
Eaton Vance Management
Massachusetts
$868K +$312K +56,649 +56%
LPL Financial
57
LPL Financial
California
$782K +$95.8K +17,396 +14%
IB
58
Intrust Bank
Kansas
$712K -$122K -22,212 -15%
TCM
59
Traynor Capital Management
Pennsylvania
$702K -$56K -10,164 -7%
First Trust Advisors
60
First Trust Advisors
Illinois
$686K -$72.7K -13,196 -10%
CL
61
CPWM LLC
Washington
$646K +$647K +117,351 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$643K +$62.2K +11,298 +11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$609K -$394K -71,527 -39%
WAM
64
World Asset Management
Michigan
$564K -$231K -41,977 -29%
BTS
65
BB&T Securities
Virginia
$556K +$346K +62,790 +163%
HCMT
66
Highland Capital Management (Tennessee)
Tennessee
$524K -$21.8K -3,960 -4%
ANTB
67
AMG National Trust Bank
Colorado
$523K -$523K -94,948 -50%
CG
68
Caprock Group
Idaho
$516K +$366K +66,361 +242%
Truist Financial
69
Truist Financial
North Carolina
$506K -$885K -160,591 -64%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$506K -$20.1K -3,650 -4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$446K +$18.2K +3,300 +4%
SEI Investments
72
SEI Investments
Pennsylvania
$431K -$4.24M -769,143 -91%
EAM
73
Eagle Asset Management
Florida
$420K +$56K +10,156 +15%
MIM
74
Miller Investment Management
Pennsylvania
$386K +$386K +70,109 New
PA
75
Pinnacle Associates
New York
$376K +$117K +21,151 +45%

AEG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2018, worth a combined $1.26B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AEG positions and 30 closed out — a net gain of 15 holders — while 60 added to existing stakes and 67 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $60M. The largest seller was Arrowstreet Capital, cutting an estimated $32.4M.

  • 230 institutional investors held Aegon (AEG) as of Q1 2018, up from 215 in Q4 2017.
  • Funds reported $1.26B of Aegon stock for Q1 2018, up 14% quarter-over-quarter.
  • 45 funds opened new Aegon positions in Q1 2018 and 30 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q1 2018 was Miller Howard Investments, an estimated $60M added.
  • The largest Aegon seller in Q1 2018 was Arrowstreet Capital, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2018.