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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
76
Two Sigma Investments
New York
$122K -$607K -247,106 -85%
GW
77
GW & Wade
Massachusetts
$121K +$34.6K +14,090 +46%
BDF
78
Balasa Dinverno & Foltz
$119K +$81K +32,954 +303%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$117K -$89.7K -36,496 -46%
BP
80
Ballentine Partners
Massachusetts
$115K +$32K +13,027 +45%
EVM
81
Eaton Vance Management
Massachusetts
$108K +$59.3K +24,126 +155%
LSAG
82
Lake Street Advisors Group
New Hampshire
$107K +$49.6K +20,198 +105%
AAM
83
AR Asset Management
California
$106K
Osaic Holdings
84
Osaic Holdings
Arizona
$105K -$3.2K -1,303 -3%
SGI
85
Summit Global Investments
Utah
$104K
EI
86
Ethic Inc
New York
$103K +$4.46K +1,817 +5%
HighTower Advisors
87
HighTower Advisors
Illinois
$102K +$24K +9,776 +36%
CSS
88
Cubist Systematic Strategies
Connecticut
$100K +$90.9K +36,974 New
SW
89
SVB Wealth
Massachusetts
$98K +$88.9K +36,175 New
Franklin Resources
90
Franklin Resources
California
$97K
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$96K -$25.2K -10,248 -23%
CGL
92
Clarius Group LLC
Washington
$96K +$86.9K +35,369 New
Deutsche Bank
93
Deutsche Bank
Germany
$95K
Creative Planning
94
Creative Planning
Kansas
$84K -$21.1K -8,595 -22%
QCG
95
Quadrant Capital Group
Ohio
$82K +$2.64K +1,074 +4%
DWT
96
Dorsey & Whitney Trust
South Dakota
$82K +$11.3K +4,613 +18%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$75K -$39.4K -16,028 -37%
CAM
98
Cresset Asset Management
Illinois
$73K +$66.6K +27,091 New
BSW
99
Buckingham Strategic Wealth
Missouri
$71K +$64.6K +26,280 New
1WA
100
180 Wealth Advisors
Washington
$70K

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.