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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
51
Brandywine Oak Private Wealth
Pennsylvania
$251K +$75.9K +30,900 +50%
AIM
52
Aigen Investment Management
New York
$246K +$223K +90,613 New
HCMT
53
Highland Capital Management (Tennessee)
Tennessee
$232K -$3.56K -1,447 -2%
IFWM
54
Institute for Wealth Management
Colorado
$231K -$17.3K -7,025 -8%
VF
55
Virtu Financial
New York
$230K +$208K +84,771 New
S
56
SignatureFD
Georgia
$227K +$10.1K +4,105 +5%
TSS
57
Two Sigma Securities
New York
$219K +$144K +58,425 +261%
EAM
58
Eagle Asset Management
Florida
$191K -$8.61K -3,504 -5%
Simplex Trading
59
Simplex Trading
Illinois
$189K -$250K -101,807 -59%
Citigroup
60
Citigroup
New York
$189K +$56.1K +22,844 +49%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$186K -$588K -239,228 -78%
TNA
62
True North Advisors
Texas
$184K +$167K +67,982 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$175K +$22.8K +9,288 +17%
VPIM
64
Vanguard Personalized Indexing Management
California
$175K +$44.9K +18,269 +40%
RWM
65
Ritholtz Wealth Management
New York
$173K +$157K +63,801 New
American Century Companies
66
American Century Companies
Missouri
$169K +$46.9K +19,068 +44%
AP
67
Advisor Partners
California
$165K -$135K -54,965 -47%
OAM
68
Oppenheimer Asset Management
New York
$163K -$88.8K -36,119 -37%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$160K +$2.13K +865 +1%
TRCT
70
Tower Research Capital (TRC)
New York
$160K +$129K +52,658 +825%
Geode Capital Management
71
Geode Capital Management
Massachusetts
$144K +$84.9K +34,528 +183%
CCP
72
Corient Capital Partners
California
$131K -$11.2K -4,574 -9%
UBS Group
73
UBS Group
Switzerland
$130K +$45.4K +18,473 +63%
CBB
74
Citizens Business Bank
California
$126K
FIM
75
Frontier Investment Management
Texas
$123K +$55.9K +22,759 +101%

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.