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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$791K +$172K +27,370 +26%
S
52
SignatureFD
Georgia
$760K -$23.1K -3,684 -3%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$748K -$9.27K -1,479 -1%
CGH
54
Crossmark Global Holdings
Texas
$742K +$13.1K +2,094 +2%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$698K +$744K +118,607 New
XT
56
XTX Topco
Cayman Islands
$650K +$108K +17,293 +19%
DWM
57
Diversify Wealth Management
Utah
$649K +$113K +18,084 +20%
Two Sigma Investments
58
Two Sigma Investments
New York
$645K +$687K +109,514 New
VPIM
59
Vanguard Personalized Indexing Management
California
$644K +$41.4K +6,603 +6%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$631K -$199K -31,671 -23%
CL
61
Choreo LLC
Illinois
$606K -$10.3K -1,650 -2%
WA
62
Wealthstar Advisors
Texas
$601K +$640K +102,086 New
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$595K -$12.7K -2,031 -2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$534K -$69.1K -11,015 -11%
TC
65
TownSquare Capital
Utah
$526K +$2.57K +410 +0.5%
QCM
66
QRG Capital Management
Illinois
$521K +$32.5K +5,190 +6%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$519K +$116K +18,434 +26%
First Trust Advisors
68
First Trust Advisors
Illinois
$518K +$552K +87,979 New
Natixis Advisors
69
Natixis Advisors
Massachusetts
$496K -$14.8K -2,365 -3%
OFP
70
OLIO Financial Planning
Virginia
$496K +$528K +84,149 New
QCM
71
Quantinno Capital Management
New York
$484K -$425K -67,856 -45%
Ameriprise
72
Ameriprise
Minnesota
$475K +$8.41K +1,342 +2%
Squarepoint
73
Squarepoint
New York
$472K +$427K +68,054 +561%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$449K +$14K +2,241 +3%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$445K -$69.8K -11,142 -13%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.