We are live on ! Find out more
AEG icon

Aegon
AEG

175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171 → 175 (+4)

0.05% more ownership

Funds ownership: 8.51% → 8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.67M
2
Jane Street
Jane Street
New York
+$2.63M
3
Goldman Sachs
Goldman Sachs
New York
+$2.05M
4
OMC
Old Mission Capital
Illinois
+$1.84M
5
PPA
Parametric Portfolio Associates
Washington
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$3.95M
2
Group One Trading
Group One Trading
Illinois
-$724K
3
GWI
Grace & White Inc
New York
-$663K
4
MCM
Mork Capital Management
California
-$555K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$335K +$81K +26,487 +40%
SW
52
SVB Wealth
Massachusetts
$329K +$145K +47,345 +110%
Citadel Advisors
53
Citadel Advisors
Florida
$329K +$276K +90,321 New
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$315K +$4.31K +1,409 +2%
AWM
55
Accel Wealth Management
Iowa
$287K +$241K +78,667 New
RWM
56
Ritholtz Wealth Management
New York
$284K +$58.4K +19,089 +33%
SFS
57
Sowell Financial Services
Arkansas
$276K +$231K +75,663 New
AP
58
Advisor Partners
California
$274K +$16.4K +5,352 +8%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$271K +$8.43K +2,756 +4%
Creative Planning
60
Creative Planning
Kansas
$268K +$24.2K +7,925 +12%
TNA
61
True North Advisors
Texas
$247K – – –
Citigroup
62
Citigroup
New York
$242K +$10.7K +3,497 +6%
Franklin Resources
63
Franklin Resources
California
$239K -$6.15K -2,010 -3%
IFWM
64
Institute for Wealth Management
Colorado
$237K -$26K -8,497 -12%
VPIM
65
Vanguard Personalized Indexing Management
California
$232K +$4.62K +1,512 +2%
HighTower Advisors
66
HighTower Advisors
Illinois
$231K +$111K +36,141 +130%
CSS
67
Cubist Systematic Strategies
Connecticut
$229K +$192K +62,858 New
BDF
68
Balasa Dinverno & Foltz
$226K +$73K +23,885 +63%
W
69
WealthStone
Ohio
$220K +$532 +174 +0.3%
VF
70
Virtu Financial
New York
$212K +$177K +58,042 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$202K -$22.8K -7,468 -12%
Deutsche Bank
72
Deutsche Bank
Germany
$193K +$30.2K +9,865 +23%
First Trust Advisors
73
First Trust Advisors
Illinois
$190K +$160K +52,248 New
CBB
74
Citizens Business Bank
California
$170K – – –
GW
75
GW & Wade
Massachusetts
$164K – – –
1 2
3
4 5

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.