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229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 228229 (+1)

0.1% less ownership

Funds ownership: 9.39%9.3% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $975M → $843M (-$132M)

89% less call options, than puts

Call options by funds: $177K | Put options by funds: $1.67M

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Schechter Investment Advisors
Michigan
$441K -$8.93K -1,764 -2%
TC
52
TownSquare Capital
Utah
$434K +$13.6K +2,684 +3%
VIA
53
Vident Investment Advisory
Georgia
$432K +$62.6K +12,378 +14%
S
54
SignatureFD
Georgia
$412K +$16.1K +3,191 +3%
LWAM
55
Legacy Wealth Asset Management
Minnesota
$369K +$2.77K +547 +0.6%
VPIM
56
Vanguard Personalized Indexing Management
California
$356K +$16.2K +3,205 +4%
API
57
Advisor Partners II
California
$348K -$850 -168 -0.2%
HighTower Advisors
58
HighTower Advisors
Illinois
$347K +$10 +2 +0%
EAM
59
Eagle Asset Management
Florida
$343K +$440 +87 +0.1%
Ameriprise
60
Ameriprise
Minnesota
$342K -$166K -32,823 -29%
SG Americas Securities
61
SG Americas Securities
New York
$329K
HCMT
62
Highland Capital Management (Tennessee)
Tennessee
$321K -$506 -100 -0.1%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$305K +$1.92K +380 +0.6%
XC
64
XY Capital
Hong Kong
$298K -$84.3K -16,669 -19%
ECM
65
ExodusPoint Capital Management
New York
$297K +$350K +69,149 New
FTDI
66
First Trust Direct Indexing
Massachusetts
$269K +$39.4K +7,793 +14%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$269K +$3.26K +645 +1%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$257K -$207K -40,935 -41%
KAS
69
Kestra Advisory Services
Texas
$257K -$17.4K -3,440 -5%
CAN
70
Cetera Advisor Networks
California
$253K -$8.73K -1,725 -3%
MIM
71
Miller Investment Management
Pennsylvania
$245K
GW
72
GW & Wade
Massachusetts
$237K
TSS
73
Two Sigma Securities
New York
$235K +$221K +43,697 +398%
RWM
74
Ritholtz Wealth Management
New York
$232K -$35.3K -6,969 -11%
Cerity Partners
75
Cerity Partners
New York
$211K +$53.8K +10,633 +28%

AEG Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2023, worth a combined $843M — down 14% from $975M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 22 closed out — a net gain of 5 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.06M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22M sold.

  • 229 institutional investors held Aegon (AEG) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $843M of Aegon stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2023 was Brandes Investment Partners, an estimated $6.06M added.
  • The largest Aegon seller in Q1 2023 was Arrowstreet Capital, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.