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Aegon
AEG

226 hedge funds and large institutions have $1.2B invested in Aegon in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 144 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$96M)

2% more funds holding

Funds holding: 222 → 226 (+4)

1% less ownership

Funds ownership: 13.15% → 12.15% (-1%)

65% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 144

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $810K

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
50
Reduced
144
Closed
19
Calls
$8K
Puts
$810K
Net Calls
-$802K
Net Calls Change
+$415K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.73M
2
Millennium Management
Millennium Management
New York
+$5.56M
3
CS
Credit Suisse
Switzerland
+$2.51M
4
AAM
Advisors Asset Management
Colorado
+$1.26M
5
UBS Group
UBS Group
Switzerland
+$1.24M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27M
2
Dodge & Cox
Dodge & Cox
California
-$21.5M
3
CI
Cambiar Investors
Colorado
-$20.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.7M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
76
Virtu Financial
New York
$410K +$395K +87,144 New
LPL Financial
77
LPL Financial
California
$402K +$5.72K +1,263 +2%
HC
78
Henshaw Capital
Massachusetts
$376K -$10K -2,216 -3%
AG
79
Advisor Group
Arizona
$370K +$17.4K +3,846 +5%
Citadel Advisors
80
Citadel Advisors
Florida
$367K +$353K +77,964 New
SCM
81
Stevens Capital Management
Pennsylvania
$357K +$344K +75,918 New
IFWM
82
Institute for Wealth Management
Colorado
$348K +$253K +55,717 +307%
WDL
83
Well Done LLC
Michigan
$336K +$323K +71,323 New
FPS
84
Fieldpoint Private Securities
Connecticut
$335K +$322K +71,051 New
GHCM
85
Glen Harbor Capital Management
California
$311K -$8.32K -1,836 -3%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$308K +$297K +65,493 New
AAP
87
Arax Advisory Partners
Colorado
$299K -$2.88K -635 -1%
BCM
88
Bayesian Capital Management
New York
$289K +$279K +61,476 New
FA
89
FDx Advisors
Illinois
$267K -$25.8K -5,699 -9%
YMRC
90
Yorktown Management & Research Company
Virginia
$266K +$256K +56,564 New
BL
91
BFSG LLC
California
$258K -$6.9K -1,523 -3%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$258K +$27.3K +6,023 +12%
CRC
93
Curi RMB Capital
Illinois
$257K +$12.5K +2,757 +5%
Jane Street
94
Jane Street
New York
$256K -$570K -125,774 -70%
MCIM
95
Meadow Creek Investment Management
Georgia
$256K -$6.85K -1,512 -3%
TW
96
Transform Wealth
Colorado
$255K -$15.4K -3,399 -6%
GVT
97
Genesee Valley Trust
New York
$253K -$24.2K -5,340 -9%
CBB
98
Citizens Business Bank
California
$249K -$6.66K -1,469 -3%
Renaissance Technologies
99
Renaissance Technologies
New York
$240K -$1.54M -338,857 -87%
Verition Fund Management
100
Verition Fund Management
Connecticut
$237K +$229K +50,415 New
2 3
4
5 6

AEG Hedge Fund Activity: Q3 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2017, worth a combined $1.2B — up 8.7% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 19 closed out — a net gain of 9 holders — while 50 added to existing stakes and 144 trimmed.

The largest buyer was Bank of America, adding an estimated $9.73M. The largest seller was Brandes Investment Partners, cutting an estimated $27M.

  • 226 institutional investors held Aegon (AEG) as of Q3 2017, up from 222 in Q2 2017.
  • Funds reported $1.2B of Aegon stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q3 2017 was Bank of America, an estimated $9.73M added.
  • The largest Aegon seller in Q3 2017 was Brandes Investment Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2017.