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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
OFI Advisors
Pennsylvania
$183K -$28.7K -5,622 -13%
CRC
77
Curi RMB Capital
Illinois
$182K -$64.5K -12,643 -26%
BIC
78
Beach Investment Counsel
Pennsylvania
$178K
WT
79
Wilmington Trust
Delaware
$172K -$10.1K -1,979 -5%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$172K +$31.2K +6,114 +22%
TC
81
Telemus Capital
Michigan
$167K +$169K +33,187 New
RFC
82
Regions Financial Corp
Alabama
$166K
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$162K +$3.43K +672 +2%
YMRC
84
Yorktown Management & Research Company
Virginia
$151K
RIL
85
Rothschild Investment LLC
Illinois
$150K -$5.26K -1,031 -3%
1IC
86
1919 Investment Counsel
Maryland
$129K +$2.55K +499 +2%
CS
87
Credit Suisse
Switzerland
$117K -$241K -47,288 -67%
JWA
88
JFS Wealth Advisors
Pennsylvania
$114K +$7.2K +1,411 +7%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$111K +$113K +22,170 New
BSW
90
Buckingham Strategic Wealth
Missouri
$109K -$9.49K -1,859 -8%
NPIT
91
National Penn Investors Trust
Pennsylvania
$99K +$100K +19,629 New
WA
92
WFG Advisors
Texas
$96K +$13.3K +2,609 +16%
Creative Planning
93
Creative Planning
Kansas
$93K +$88.4K +17,326 +1,551%
Millennium Management
94
Millennium Management
New York
$90K +$91.7K +17,961 New
SCCM
95
Schafer Cullen Capital Management
New York
$88K +$214 +42 +0.2%
JP Morgan Chase
96
JP Morgan Chase
New York
$84K -$26.8K -5,251 -24%
ANI
97
American National Insurance
Texas
$83K
HPCM
98
High Pointe Capital Management
Illinois
$80K +$1.59K +312 +2%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$80K +$80.8K +15,830 New
MIS
100
Morningstar Investment Services
Illinois
$78K +$76.2K +14,942 New

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.