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185 hedge funds and large institutions have $809M invested in Aegon in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $819K | Put options by funds: $166K

26% more capital invested

Capital invested by funds: $642M → $809M (+$167M)

0.05% more ownership

Funds ownership: 7.86%7.91% (+0.05%)

2% less funds holding

Funds holding: 189185 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 109

Holders
185
Holders Change
-4
Holders Change %
-2.12%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
109
Closed
25
Calls
$819K
Puts
$166K
Net Calls
+$653K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
51
Susquehanna Fundamental Investments
Pennsylvania
$370K -$86.6K -19,998 -21%
AP
52
Advisor Partners
California
$352K +$2.49K +575 +0.8%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$344K +$2.93K +677 +1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$323K +$62.4K +14,411 +28%
Creative Planning
55
Creative Planning
Kansas
$321K +$27.9K +6,434 +11%
TNA
56
True North Advisors
Texas
$319K -$5.46K -1,261 -2%
MIM
57
Miller Investment Management
Pennsylvania
$290K +$258K +59,614 New
HighTower Advisors
58
HighTower Advisors
Illinois
$277K +$14.8K +3,419 +6%
GW
59
GW & Wade
Massachusetts
$265K -$1.59K -367 -0.7%
HJIM
60
Henry James International Management
New York
$254K -$605K -139,706 -73%
BDF
61
Balasa Dinverno & Foltz
$244K -$4.18K -966 -2%
FSA
62
Franklin Street Advisors
North Carolina
$233K +$207K +47,794 New
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$233K +$207K +47,794 New
Comerica Bank
64
Comerica Bank
Texas
$219K -$385K -88,915 -67%
CBB
65
Citizens Business Bank
California
$219K -$3.75K -865 -2%
OAM
66
Oppenheimer Asset Management
New York
$208K -$4.94K -1,141 -3%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$207K -$2.1K -485 -1%
KOC
68
Koss-Olinger Consulting
Florida
$204K -$80.3K -18,526 -31%
EI
69
Ethic Inc
New York
$203K +$59.2K +13,665 +49%
BWFA
70
Baltimore-Washington Financial Advisors
Maryland
$198K +$177K +40,818 New
AAM
71
AR Asset Management
California
$187K -$4 -1 -0%
VPIM
72
Vanguard Personalized Indexing Management
California
$186K +$166K +38,238 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$183K +$86.1K +19,864 +112%
TSS
74
Two Sigma Securities
New York
$183K +$163K +37,574 New
SGI
75
Summit Global Investments
Utah
$179K -$3.07K -708 -2%

AEG Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2021, worth a combined $809M — up 26% from $642M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 21 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 51 added.

The largest buyer was Arrowstreet Capital, adding an estimated $6.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 185 institutional investors held Aegon (AEG) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $809M of Aegon stock for Q3 2021, up 26% quarter-over-quarter.
  • 21 funds opened new Aegon positions in Q3 2021 and 25 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q3 2021 was Arrowstreet Capital, an estimated $6.06M added.
  • The largest Aegon seller in Q3 2021 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2021.