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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K
RBC
77
Ronald Blue & Co
Georgia
$332K +$164K +44,121 +130%
RIL
78
Rothschild Investment LLC
Illinois
$323K -$21.3K -5,712 -7%
GC
79
Guggenheim Capital
Illinois
$318K -$4.62K -1,240 -2%
MIM
80
Miller Investment Management
Pennsylvania
$315K
AG
81
Advisor Group
Arizona
$306K +$73.7K +19,789 +38%
LPL Financial
82
LPL Financial
California
$302K +$33.9K +9,103 +15%
GHCM
83
Glen Harbor Capital Management
California
$297K +$260K +69,876 New
CB
84
Commerce Bank
Missouri
$278K -$80.6K -21,649 -25%
FA
85
FDx Advisors
Illinois
$271K +$25.5K +6,838 +12%
EAM
86
Eagle Asset Management
Florida
$266K +$61.4K +16,492 +36%
CSS
87
Cubist Systematic Strategies
Connecticut
$260K +$57.3K +15,382 +34%
TC
88
Telemus Capital
Michigan
$258K -$901 -242 -0.4%
MCIM
89
Meadow Creek Investment Management
Georgia
$245K +$214K +57,545 New
JG
90
Jefferies Group
New York
$244K +$96.7K +25,979 +83%
CBB
91
Citizens Business Bank
California
$238K
Jane Street
92
Jane Street
New York
$223K +$195K +52,331 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$219K -$421 -113 -0.2%
CBU
94
CIBC Bank USA
Illinois
$215K -$30.4K -8,175 -14%
TH
95
Timber Hill
Connecticut
$208K
GIM
96
Granahan Investment Management
Massachusetts
$208K +$32.8K +8,811 +22%
RCA
97
Rowland Carmichael Advisors
Arizona
$203K +$56.3K +15,134 +47%
PAG
98
Private Advisor Group
New Jersey
$198K +$172K +46,225 New
SCM
99
Sterling Capital Management
North Carolina
$193K -$14.1K -3,799 -8%
EP
100
Elkfork Partners
Oregon
$192K +$168K +45,214 New

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.