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Aegon
AEG

195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185 → 195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91% → 8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$17.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$6.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.88M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Wells Fargo
Wells Fargo
California
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
51
Campbell & Co Investment Adviser
Maryland
$391K -$133K -28,336 -25%
KAS
52
Kestra Advisory Services
Texas
$389K -$370K -79,175 -49%
AP
53
Advisor Partners
California
$365K +$23.6K +5,042 +7%
RWM
54
Ritholtz Wealth Management
New York
$356K -$4.54K -970 -1%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$337K +$3.91K +836 +1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$330K -$106K -22,586 -24%
TNA
57
True North Advisors
Texas
$309K – – –
EI
58
Ethic Inc
New York
$298K +$100K +21,447 +52%
Creative Planning
59
Creative Planning
Kansas
$295K -$16.4K -3,503 -5%
MIM
60
Miller Investment Management
Pennsylvania
$282K – – –
GW
61
GW & Wade
Massachusetts
$257K – – –
BDF
62
Balasa Dinverno & Foltz
$238K +$875 +187 +0.4%
TSS
63
Two Sigma Securities
New York
$227K +$49.2K +10,520 +28%
FSA
64
Franklin Street Advisors
North Carolina
$226K – – –
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
Comerica Bank
66
Comerica Bank
Texas
$222K -$11.8K -2,518 -6%
CBB
67
Citizens Business Bank
California
$212K – – –
Bank of New York Mellon
68
Bank of New York Mellon
New York
$202K +$1.63K +349 +0.8%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$201K -$111K -23,681 -36%
BWFA
70
Baltimore-Washington Financial Advisors
Maryland
$192K – – –
CCP
71
Corient Capital Partners
California
$192K +$20.2K +4,313 +12%
OAM
72
Oppenheimer Asset Management
New York
$191K -$10K -2,139 -5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$183K +$4.51K +964 +3%
DC
74
DeDora Capital
California
$182K +$3.08K +658 +3%
AAM
75
AR Asset Management
California
$181K – – –
1 2
3
4 5

AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.