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154 hedge funds and large institutions have $1.44B invested in Aegon in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more call options, than puts

Call options by funds: $989K | Put options by funds: $610K

27% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$306M)

8% more funds holding

Funds holding: 142154 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 10.58%10.44% (-0.14%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
48
Closed
16
Calls
$989K
Puts
$610K
Net Calls
+$379K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$233K -$9.7K -1,706 -4%
BIC
77
Beach Investment Counsel
Pennsylvania
$228K
TD Asset Management
78
TD Asset Management
Ontario, Canada
$220K
State Street
79
State Street
Massachusetts
$219K -$15.9K -2,794 -8%
HCM
80
Hollencrest Capital Management
California
$212K +$187K +32,903 New
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
$211K +$3.67K +645 +2%
AAS
82
Annex Advisory Services
Wisconsin
$208K
OA
83
OFI Advisors
Pennsylvania
$200K -$30.3K -5,329 -15%
YMRC
84
Yorktown Management & Research Company
Virginia
$194K
Neuberger Berman Group
85
Neuberger Berman Group
New York
$190K +$168K +29,537 New
RIL
86
Rothschild Investment LLC
Illinois
$183K -$8.38K -1,473 -5%
RFC
87
Regions Financial Corp
Alabama
$177K -$30.5K -5,354 -16%
DWA
88
Dorsey Wright & Associates
California
$172K +$29.3K +5,143 +22%
LPL Financial
89
LPL Financial
California
$170K -$593K -104,185 -80%
1IC
90
1919 Investment Counsel
Maryland
$164K
CIP
91
Convergence Investment Partners
Florida
$149K -$81.3K -14,285 -38%
CRC
92
Curi RMB Capital
Illinois
$147K -$75.5K -13,267 -37%
ARTA
93
A.R.T. Advisors
New York
$142K +$126K +22,127 New
RBC
94
Ronald Blue & Co
Georgia
$139K +$123K +21,595 New
WT
95
Wilmington Trust
Delaware
$137K -$74.6K -13,110 -38%
Creative Planning
96
Creative Planning
Kansas
$131K +$10.8K +1,894 +10%
MIS
97
Morningstar Investment Services
Illinois
$131K +$30.7K +5,403 +36%
RCM
98
Reynolds Capital Management
Nevada
$130K +$115K +20,180 New
HighTower Advisors
99
HighTower Advisors
Illinois
$128K -$284K -49,927 -71%
JP Morgan Chase
100
JP Morgan Chase
New York
$127K +$15.8K +2,776 +17%

AEG Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2013, worth a combined $1.44B — up 27% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 16 closed out — a net gain of 12 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Brandes Investment Partners, cutting an estimated $35.4M.

  • 154 institutional investors held Aegon (AEG) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.44B of Aegon stock for Q4 2013, up 27% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Aegon buyer in Q4 2013 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Aegon seller in Q4 2013 was Brandes Investment Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.