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230 hedge funds and large institutions have $1.26B invested in Aegon in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

39% more call options, than puts

Call options by funds: $548K | Put options by funds: $395K

14% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$158M)

7% more funds holding

Funds holding: 215230 (+15)

0.66% more ownership

Funds ownership: 10.24%10.9% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

Holders
230
Holders Change
+15
Holders Change %
+6.98%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
60
Reduced
67
Closed
30
Calls
$548K
Puts
$395K
Net Calls
+$153K
Net Calls Change
+$517K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
One Wealth Advisors
California
$372K +$12K +2,174 +3%
GHCM
77
Glen Harbor Capital Management
California
$364K
JMPWA
78
JP Morgan Private Wealth Advisors
California
$354K -$238K -43,269 -40%
AG
79
Advisor Group
Arizona
$344K +$173K +31,470 +101%
FPS
80
Fieldpoint Private Securities
Connecticut
$317K -$1.35K -246 -0.4%
YMRC
81
Yorktown Management & Research Company
Virginia
$311K
MCIM
82
Meadow Creek Investment Management
Georgia
$300K
Bank of New York Mellon
83
Bank of New York Mellon
New York
$297K -$138K -25,023 -32%
CSS
84
Cubist Systematic Strategies
Connecticut
$296K -$144K -26,172 -33%
CBB
85
Citizens Business Bank
California
$291K
JA
86
JOYN Advisors
Georgia
$279K -$298K -54,090 -52%
TW
87
Transform Wealth
Colorado
$278K -$20.3K -3,689 -7%
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$269K +$15.5K +2,822 +6%
Citigroup
89
Citigroup
New York
$269K +$168K +30,408 +163%
BL
90
BFSG LLC
California
$263K -$10.2K -1,845 -4%
LC
91
Lourd Capital
California
$256K
VCA
92
Verdence Capital Advisors
Maryland
$241K -$138K -25,133 -36%
PSUF
93
People's United Financial
Connecticut
$236K -$233K -42,352 -50%
EP
94
Elkfork Partners
Oregon
$235K
FAAS
95
First Allied Advisory Services
California
$230K +$144K +26,160 +171%
QCMC
96
Quantum Capital Management (California)
California
$229K +$126K +22,856 +122%
CBU
97
CIBC Bank USA
Illinois
$228K
BCP
98
Blackhawk Capital Partners
Wisconsin
$228K +$228K +41,342 New
AI
99
Atria Investments
North Carolina
$221K +$221K +40,056 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$219K -$2.46K -447 -1%

AEG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2018, worth a combined $1.26B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AEG positions and 30 closed out — a net gain of 15 holders — while 60 added to existing stakes and 67 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $60M. The largest seller was Arrowstreet Capital, cutting an estimated $32.4M.

  • 230 institutional investors held Aegon (AEG) as of Q1 2018, up from 215 in Q4 2017.
  • Funds reported $1.26B of Aegon stock for Q1 2018, up 14% quarter-over-quarter.
  • 45 funds opened new Aegon positions in Q1 2018 and 30 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q1 2018 was Miller Howard Investments, an estimated $60M added.
  • The largest Aegon seller in Q1 2018 was Arrowstreet Capital, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2018.