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174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
76
Eagle Asset Management
Florida
$200K
Invesco
77
Invesco
Georgia
$196K +$6.63K +1,554 +3%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$193K +$40.6K +9,511 +25%
HCM
79
Hollencrest Capital Management
California
$185K +$41.5K +9,739 +27%
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$175K -$13.4K -3,139 -7%
AT
81
Arden Trust
Delaware
$173K -$87.5K -20,517 -33%
FAAS
82
First Allied Advisory Services
California
$166K -$3.41K -800 -2%
SCM
83
Sterling Capital Management
North Carolina
$166K +$174K +40,794 New
SI
84
Stephens Inc
Arkansas
$164K +$35.3K +8,286 +26%
LPL Financial
85
LPL Financial
California
$161K +$78.5K +18,412 +82%
OAM
86
Oxford Asset Management
United Kingdom
$157K -$399K -93,620 -71%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$157K +$32.1K +7,535 +24%
O
88
OppenheimerFunds
New York
$155K +$162K +37,911 New
MIS
89
Morningstar Investment Services
Illinois
$151K -$24.4K -5,728 -13%
CBU
90
CIBC Bank USA
Illinois
$138K +$53.7K +12,582 +59%
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$136K -$19.1K -4,478 -12%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$135K -$8.2K -1,924 -5%
ECM
93
ETrade Capital Management
Virginia
$134K +$80.6K +18,909 +136%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$130K +$135K +31,712 New
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
$129K
RB
96
Rodgers Brothers
Pennsylvania
$127K -$144K -33,882 -52%
CIM
97
Cetera Investment Management
California
$123K +$127K +29,735 New
State Street
98
State Street
Massachusetts
$120K -$955 -224 -0.8%
BIT
99
BlackRock Institutional Trust
California
$120K +$125K +29,380 +2,938,000%
YMRC
100
Yorktown Management & Research Company
Virginia
$116K -$831K -194,772 -87%

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.