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175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171175 (+4)

0.05% more ownership

Funds ownership: 8.51%8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
76
Eaton Vance Management
Massachusetts
$152K -$2.89K -945 -2%
BP
77
Ballentine Partners
Massachusetts
$144K -$2.31K -756 -2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$142K -$14.2K -4,633 -11%
AAM
79
AR Asset Management
California
$142K
SGI
80
Summit Global Investments
Utah
$139K
Geode Capital Management
81
Geode Capital Management
Massachusetts
$137K -$18.3K -5,995 -14%
Osaic Holdings
82
Osaic Holdings
Arizona
$136K -$3.04K -995 -3%
OAM
83
Oppenheimer Asset Management
New York
$126K -$59.6K -19,481 -36%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$126K -$10.5K -3,427 -9%
UBS Group
85
UBS Group
Switzerland
$124K +$30.6K +10,023 +42%
Simplex Trading
86
Simplex Trading
Illinois
$110K -$142K -46,294 -60%
EI
87
Ethic Inc
New York
$109K +$20.5K +6,689 +29%
DWT
88
Dorsey & Whitney Trust
South Dakota
$105K -$3.56K -1,163 -4%
PCH
89
PGIM Custom Harvest
New Jersey
$104K +$1.79K +585 New
CCP
90
Corient Capital Partners
California
$103K -$50.9K -16,652 -37%
Squarepoint
91
Squarepoint
New York
$92K +$77K +25,169 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$90K -$1.13K -371 -1%
QCG
93
Quadrant Capital Group
Ohio
$89K +$1.12K +367 +2%
ECM
94
Evergreen Capital Management
Washington
$88K +$1.03K +337 +1%
EAM
95
Eagle Asset Management
Florida
$86K -$135K -44,174 -65%
AWM
96
AE Wealth Management
Kansas
$81K -$52 -17 -0.1%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$81K +$68.2K +22,320 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$80K -$6.29K -2,058 -9%
BF
99
BOK Financial
Oklahoma
$79K
SRC
100
Sage Rhino Capital
California
$77K -$76 -25 -0.1%

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.