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179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CBB
76
Citizens Business Bank
California
$203K
OAM
77
Oppenheimer Asset Management
New York
$200K +$46.8K +11,188 +32%
GW
78
GW & Wade
Massachusetts
$197K
VF
79
Virtu Financial
New York
$188K -$62.8K -14,995 -26%
EVM
80
Eaton Vance Management
Massachusetts
$179K -$2.88K -689 -2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$178K +$8.37K +1,999 +5%
BP
82
Ballentine Partners
Massachusetts
$172K +$553 +132 +0.3%
AAM
83
AR Asset Management
California
$170K
SGI
84
Summit Global Investments
Utah
$167K
Citadel Advisors
85
Citadel Advisors
Florida
$164K -$220K -52,645 -58%
EI
86
Ethic Inc
New York
$150K +$18.3K +4,379 +15%
TSS
87
Two Sigma Securities
New York
$138K +$132K +31,568 New
CCP
88
Corient Capital Partners
California
$137K +$12.9K +3,093 +11%
QT
89
Quantbot Technologies
New York
$129K +$119K +28,365 +2,133%
DWT
90
Dorsey & Whitney Trust
South Dakota
$123K -$2.96K -707 -2%
SWM
91
Spire Wealth Management
Virginia
$122K +$117K +27,861 New
UBS Group
92
UBS Group
Switzerland
$117K -$30.5K -7,294 -21%
QCG
93
Quadrant Capital Group
Ohio
$113K +$6.36K +1,519 +6%
XT
94
XTX Topco
Cayman Islands
$112K +$107K +25,565 New
LSAG
95
Lake Street Advisors Group
New Hampshire
$109K +$1.1K +264 +1%
CSS
96
Cubist Systematic Strategies
Connecticut
$108K -$159K -38,040 -61%
ECM
97
Evergreen Capital Management
Washington
$107K +$1.74K +415 +2%
Osaic Holdings
98
Osaic Holdings
Arizona
$96K -$63.5K -15,172 -41%
AWM
99
AE Wealth Management
Kansas
$96K +$38 +9 +0%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$95K -$787 -188 -0.9%

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.