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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$502K -$18.4K -3,714 -3%
Ameriprise
52
Ameriprise
Minnesota
$495K -$83.8K -16,895 -13%
Millennium Management
53
Millennium Management
New York
$455K +$528K +106,384 New
SIA
54
Schechter Investment Advisors
Michigan
$439K -$27.4K -5,531 -5%
S
55
SignatureFD
Georgia
$415K -$16.1K -3,239 -3%
VPIM
56
Vanguard Personalized Indexing Management
California
$413K +$155K +31,243 +48%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$400K -$51.5K -10,378 -10%
TC
58
TownSquare Capital
Utah
$383K -$3.25K -656 -0.7%
HCMT
59
Highland Capital Management (Tennessee)
Tennessee
$377K -$9.3K -1,875 -2%
EAM
60
Eagle Asset Management
Florida
$357K -$38.2K -7,696 -8%
AP
61
Advisor Partners
California
$356K -$94.1K -18,960 -19%
SG Americas Securities
62
SG Americas Securities
New York
$355K +$14K +2,828 +4%
IFWM
63
Institute for Wealth Management
Colorado
$312K -$7.84K -1,581 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$308K -$1.02M -205,947 -74%
GC
65
Guggenheim Capital
Illinois
$297K -$48.1K -9,691 -12%
Creative Planning
66
Creative Planning
Kansas
$297K +$28.5K +5,738 +9%
RWM
67
Ritholtz Wealth Management
New York
$285K -$16.1K -3,240 -5%
TNA
68
True North Advisors
Texas
$273K -$6.76K -1,362 -2%
GW
69
GW & Wade
Massachusetts
$272K +$45.4K +9,148 +17%
CAAS
70
Capital Asset Advisory Services
Michigan
$264K +$300K +60,387 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$262K +$33.6K +6,771 +12%
Osaic Holdings
72
Osaic Holdings
Arizona
$257K +$85.8K +17,281 +41%
KAS
73
Kestra Advisory Services
Texas
$251K +$60.4K +12,173 +26%
MIM
74
Miller Investment Management
Pennsylvania
$250K -$6.16K -1,241 -2%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$244K -$16.7K -3,368 -6%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.