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185 hedge funds and large institutions have $809M invested in Aegon in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $819K | Put options by funds: $166K

26% more capital invested

Capital invested by funds: $642M → $809M (+$167M)

0.05% more ownership

Funds ownership: 7.86%7.91% (+0.05%)

2% less funds holding

Funds holding: 189185 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 109

Holders
185
Holders Change
-4
Holders Change %
-2.12%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
109
Closed
25
Calls
$819K
Puts
$166K
Net Calls
+$653K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Corient Capital Partners
California
$177K -$11.6K -2,667 -7%
PAG
77
Private Advisor Group
New Jersey
$175K +$76.1K +17,568 +95%
IFWM
78
Institute for Wealth Management
Colorado
$172K -$5.86K -1,352 -4%
BP
79
Ballentine Partners
Massachusetts
$168K -$22.4K -5,161 -13%
QT
80
Quantbot Technologies
New York
$165K +$21.5K +4,972 +17%
Deutsche Bank
81
Deutsche Bank
Germany
$164K -$373K -86,065 -72%
Franklin Resources
82
Franklin Resources
California
$151K -$146K -33,729 -52%
CAM
83
Cresset Asset Management
Illinois
$141K +$34.4K +7,945 +38%
QCG
84
Quadrant Capital Group
Ohio
$132K -$18.4K -4,255 -14%
CSS
85
Cubist Systematic Strategies
Connecticut
$131K +$65K +14,999 +127%
SWM
86
Spire Wealth Management
Virginia
$130K -$2.21K -511 -2%
LSAG
87
Lake Street Advisors Group
New Hampshire
$130K +$8.46K +1,952 +8%
ECM
88
Evergreen Capital Management
Washington
$120K +$4.42K +1,019 +4%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$120K +$107K +24,726 +15,551%
UBS Group
90
UBS Group
Switzerland
$118K -$3.65K -843 -3%
FTDI
91
First Trust Direct Indexing
Massachusetts
$112K -$5.66K -1,306 -5%
WFI
92
West Family Investments
California
$112K +$25.5K +5,893 +35%
SRC
93
Sage Rhino Capital
California
$111K +$5.59K +1,291 +6%
First Trust Advisors
94
First Trust Advisors
Illinois
$110K -$2.36K -545 -2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$106K +$1.17K +269 +1%
AWM
96
AE Wealth Management
Kansas
$105K -$494 -114 -0.5%
DC
97
DeDora Capital
California
$103K +$91.7K +21,176 New
AP
98
Adero Partners
California
$102K +$19.2K +4,421 +27%
NCM
99
Nelson Capital Management
California
$92K -$8.5K -1,961 -9%
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$87K +$77K +17,778 New

AEG Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2021, worth a combined $809M — up 26% from $642M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 21 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 51 added.

The largest buyer was Arrowstreet Capital, adding an estimated $6.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 185 institutional investors held Aegon (AEG) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $809M of Aegon stock for Q3 2021, up 26% quarter-over-quarter.
  • 21 funds opened new Aegon positions in Q3 2021 and 25 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q3 2021 was Arrowstreet Capital, an estimated $6.06M added.
  • The largest Aegon seller in Q3 2021 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2021.