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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
51
Legacy Wealth Asset Management
Minnesota
$556K +$10.8K +1,849 +2%
FTDI
52
First Trust Direct Indexing
Massachusetts
$553K +$99 +17 +0%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$539K -$779K -133,841 -60%
Renaissance Technologies
54
Renaissance Technologies
New York
$511K -$84.6K -14,528 -15%
QCM
55
QRG Capital Management
Illinois
$493K -$10.7K -1,843 -2%
LPL Financial
56
LPL Financial
California
$486K -$543K -93,262 -54%
SG Americas Securities
57
SG Americas Securities
New York
$464K +$210 +36 +0%
Charles Schwab
58
Charles Schwab
California
$462K +$20.6K +3,537 +5%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$420K -$15.6K -2,686 -4%
KAS
60
Kestra Advisory Services
Texas
$409K -$221 -38 -0.1%
Ameriprise
61
Ameriprise
Minnesota
$400K -$23.2K -3,991 -6%
QT
62
Quantbot Technologies
New York
$380K +$366K +62,867 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$371K -$279K -47,887 -44%
EI
64
Ellevest Inc
New York
$354K +$42.8K +7,359 +14%
MIM
65
Miller Investment Management
Pennsylvania
$345K
CSS
66
Cubist Systematic Strategies
Connecticut
$344K -$1.11M -190,966 -77%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$335K +$264K +45,281 +450%
HWAM
68
Hennion & Walsh Asset Management
New Jersey
$331K +$259K +44,520 +434%
BP
69
Ballentine Partners
Massachusetts
$328K +$51.9K +8,915 +20%
HF
70
HRT Financial
New York
$327K +$315K +54,108 New
RWM
71
Ritholtz Wealth Management
New York
$313K
SYBT
72
Stock Yards Bank & Trust
Kentucky
$304K -$10.4K -1,794 -3%
Comerica Bank
73
Comerica Bank
Texas
$295K -$21.9K -3,763 -7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$280K -$134K -22,976 -33%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$277K

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.