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179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Hantz Financial Services
Michigan
$449K +$430K +102,773 New
S
52
SignatureFD
Georgia
$419K +$11.4K +2,716 +3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$409K -$48.6K -11,619 -11%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$372K -$4.99K -1,192 -1%
OMC
55
Old Mission Capital
Illinois
$355K -$2.5M -597,391 -88%
EAM
56
Eagle Asset Management
Florida
$353K +$236K +56,461 +238%
AP
57
Advisor Partners
California
$338K +$9.56K +2,284 +3%
KAS
58
Kestra Advisory Services
Texas
$336K -$362K -86,449 -53%
AAM
59
Advisors Asset Management
Colorado
$332K -$225K -53,819 -41%
Barclays
60
Barclays
United Kingdom
$332K +$319K +76,133 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$313K +$67.6K +16,141 +29%
Creative Planning
62
Creative Planning
Kansas
$306K -$14.8K -3,534 -5%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$306K +$136K +32,430 +86%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$301K -$3.19K -763 -1%
TNA
65
True North Advisors
Texas
$296K
Citigroup
66
Citigroup
New York
$296K +$5.16K +1,233 +2%
VPIM
67
Vanguard Personalized Indexing Management
California
$290K +$12K +2,869 +5%
Franklin Resources
68
Franklin Resources
California
$287K -$8 -2 -0%
HighTower Advisors
69
HighTower Advisors
Illinois
$269K -$8.77K -2,095 -3%
KOC
70
Koss-Olinger Consulting
Florida
$268K +$257K +61,487 New
First Trust Advisors
71
First Trust Advisors
Illinois
$235K +$6.44K +1,538 +3%
Deutsche Bank
72
Deutsche Bank
Germany
$231K
BDF
73
Balasa Dinverno & Foltz
$227K -$41.3K -9,872 -16%
IFWM
74
Institute for Wealth Management
Colorado
$212K -$68.7K -16,406 -25%
PP
75
Paloma Partners
Connecticut
$212K +$204K +48,628 New

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.