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172 hedge funds and large institutions have $1.37B invested in Aegon in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

8% more funds holding

Funds holding: 159172 (+13)

0.36% more ownership

Funds ownership: 10.32%10.69% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$6.27M)

97% less call options, than puts

Call options by funds: $11K | Put options by funds: $364K

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
65
Reduced
44
Closed
15
Calls
$11K
Puts
$364K
Net Calls
-$353K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$282K -$28.5K -4,735 -9%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$276K -$42K -6,967 -13%
MSU
78
Maple Securities USA
New Jersey
$270K +$273K +45,388 New
CS
79
Credit Suisse
Switzerland
$255K -$788K -130,760 -75%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$250K +$4.22K +700 +2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$248K -$10.9K -1,806 -4%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$243K +$2.75K +457 +1%
Geode Capital Management
83
Geode Capital Management
Massachusetts
$234K -$8.63K -1,432 -4%
ARTA
84
A.R.T. Advisors
New York
$232K +$81.6K +13,551 +53%
AAS
85
Annex Advisory Services
Wisconsin
$227K
TD Asset Management
86
TD Asset Management
Ontario, Canada
$218K -$10.7K -1,768 -5%
Ameriprise
87
Ameriprise
Minnesota
$211K +$124K +20,559 +138%
BIC
88
Beach Investment Counsel
Pennsylvania
$210K
MIS
89
Morningstar Investment Services
Illinois
$206K +$50.8K +8,430 +32%
HCM
90
Hollencrest Capital Management
California
$205K
1GA
91
1st Global Advisors
Texas
$205K +$207K +34,364 New
State Street
92
State Street
Massachusetts
$203K
HighTower Advisors
93
HighTower Advisors
Illinois
$203K +$205K +34,048 New
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$198K +$3.35K +556 +2%
First Trust Advisors
95
First Trust Advisors
Illinois
$195K -$173K -28,682 -47%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$191K +$6.59K +1,094 +4%
JP Morgan Chase
97
JP Morgan Chase
New York
$189K +$46.7K +7,751 +32%
YMRC
98
Yorktown Management & Research Company
Virginia
$179K
FWCM
99
Ferguson Wellman Capital Management
Oregon
$178K +$180K +29,906 New
SLG
100
Stanley-Laman Group
Pennsylvania
$175K +$177K +29,459 New

AEG Hedge Fund Activity: Q2 2014 in Review

172 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2014, worth a combined $1.37B — down 0.46% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $44.6M. The largest seller was Brandes Investment Partners, cutting an estimated $21M.

  • 172 institutional investors held Aegon (AEG) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $1.37B of Aegon stock for Q2 2014, down 0.46% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q2 2014 and 15 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q2 2014 was Cambiar Investors, an estimated $44.6M added.
  • The largest Aegon seller in Q2 2014 was Brandes Investment Partners, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2014.