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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$315K +$108K +19,948 +49%
SAG
77
Sterne Agee Group
Alabama
$299K +$109K +20,170 +54%
RIL
78
Rothschild Investment LLC
Illinois
$295K +$107K +19,778 +53%
Stifel Financial
79
Stifel Financial
Missouri
$291K +$142K +26,244 +88%
11A
80
10-15 Associates
New York
$277K -$9.38K -1,740 -3%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$265K +$44.1K +8,170 +19%
CS
82
Credit Suisse
Switzerland
$256K +$32.4K +6,009 +14%
FIM
83
Frontier Investment Management
Texas
$252K
RFC
84
Regions Financial Corp
Alabama
$252K +$31.4K +5,829 +14%
AAS
85
Annex Advisory Services
Wisconsin
$227K
Ameriprise
86
Ameriprise
Minnesota
$224K -$77.6K -14,397 -25%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$222K -$37.9K -7,023 -14%
Invesco
88
Invesco
Georgia
$219K +$11.5K +2,141 +5%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$214K
Geode Capital Management
90
Geode Capital Management
Massachusetts
$214K +$9.01K +1,670 +4%
GVT
91
Genesee Valley Trust
New York
$210K -$79.5K -14,746 -27%
OA
92
OFI Advisors
Pennsylvania
$200K +$15.2K +2,811 +8%
Jane Street
93
Jane Street
New York
$200K +$208K +38,552 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$193K +$101K +18,779 +102%
HCM
95
Hollencrest Capital Management
California
$186K
M&T Bank
96
M&T Bank
New York
$184K +$69.4K +12,877 +57%
BIC
97
Beach Investment Counsel
Pennsylvania
$180K
MIS
98
Morningstar Investment Services
Illinois
$177K -$17.9K -3,311 -9%
RBC
99
Ronald Blue & Co
Georgia
$175K +$9.2K +1,706 +5%
State Street
100
State Street
Massachusetts
$173K

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.