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184 hedge funds and large institutions have $1.32B invested in Aegon in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

16% more call options, than puts

Call options by funds: $227K | Put options by funds: $196K

11% more capital invested

Capital invested by funds: $1.19B → $1.32B (+$131M)

0.53% more ownership

Funds ownership: 10.69%11.21% (+0.53%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
41
Closed
24
Calls
$227K
Puts
$196K
Net Calls
+$31K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
76
Sterne Agee Group
Alabama
$331K +$13.9K +2,665 +5%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$330K -$44.8K -8,563 -12%
11A
78
10-15 Associates
New York
$293K
RFC
79
Regions Financial Corp
Alabama
$286K +$18.2K +3,475 +7%
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$279K -$157 -30 -0.1%
EAM
81
Eagle Asset Management
Florida
$277K +$265K +50,609 New
Stifel Financial
82
Stifel Financial
Missouri
$276K -$30K -5,740 -10%
FIM
83
Frontier Investment Management
Texas
$269K +$4.77K +911 +2%
Invesco
84
Invesco
Georgia
$266K +$32.8K +6,263 +15%
OA
85
OFI Advisors
Pennsylvania
$251K +$38.3K +7,311 +19%
Barclays
86
Barclays
United Kingdom
$239K -$225K -43,047 -46%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$229K +$2.98K +570 +1%
M&T Bank
88
M&T Bank
New York
$227K +$31.2K +5,966 +17%
AAS
89
Annex Advisory Services
Wisconsin
$226K
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$219K +$15.4K +2,950 +8%
Geode Capital Management
91
Geode Capital Management
Massachusetts
$210K -$15.4K -2,940 -7%
First Trust Advisors
92
First Trust Advisors
Illinois
$202K +$26.6K +5,085 +16%
AI
93
ArchPoint Investors
Florida
$199K +$15.8K +3,012 +9%
HCM
94
Hollencrest Capital Management
California
$196K +$16 +3 +0%
MIS
95
Morningstar Investment Services
Illinois
$192K +$4.36K +832 +2%
BIC
96
Beach Investment Counsel
Pennsylvania
$190K
1GA
97
1st Global Advisors
Texas
$181K +$29.7K +5,677 +21%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$179K
Pacer Advisors
99
Pacer Advisors
Pennsylvania
$177K +$169K +32,356 New
JMPWA
100
JP Morgan Private Wealth Advisors
California
$174K +$11.3K +2,166 +7%

AEG Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2015, worth a combined $1.32B — up 11% from $1.19B a quarter earlier.

Fund positioning in AEG was balanced in Q1 2015: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $32.3M. The largest seller was Boston Advisors, exiting entirely with an estimated $8.15M sold.

  • 184 institutional investors held Aegon (AEG) as of Q1 2015, down from 187 in Q4 2014.
  • Funds reported $1.32B of Aegon stock for Q1 2015, up 11% quarter-over-quarter.
  • 24 funds opened new Aegon positions in Q1 2015 and 24 closed out, a net change of 0 holders.
  • The largest Aegon buyer in Q1 2015 was Allianz Asset Management, an estimated $32.3M added.
  • The largest Aegon seller in Q1 2015 was Boston Advisors, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2015.