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Aegon
AEG

195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185 → 195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91% → 8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$17.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$6.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.88M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Wells Fargo
Wells Fargo
California
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
VPIM
76
Vanguard Personalized Indexing Management
California
$178K -$2.47K -529 -1%
UBS Group
77
UBS Group
Switzerland
$176K +$61.2K +13,094 +54%
SGI
78
Summit Global Investments
Utah
$174K – – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$169K +$167K +35,720 New
BP
80
Ballentine Partners
Massachusetts
$164K +$1.09K +234 +0.7%
YCM
81
Yousif Capital Management
Michigan
$161K +$159K +34,097 New
Deutsche Bank
82
Deutsche Bank
Germany
$159K – – –
HWAM
83
Hennion & Walsh Asset Management
New Jersey
$159K +$157K +33,596 New
ECM
84
ExodusPoint Capital Management
New York
$155K +$154K +32,856 New
First Trust Advisors
85
First Trust Advisors
Illinois
$154K +$47.5K +10,147 +45%
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$144K -$213K -45,500 -60%
QCG
87
Quadrant Capital Group
Ohio
$138K +$9.63K +2,060 +8%
IFWM
88
Institute for Wealth Management
Colorado
$137K -$29.3K -6,264 -18%
Franklin Resources
89
Franklin Resources
California
$136K -$10.6K -2,274 -7%
FTDI
90
First Trust Direct Indexing
Massachusetts
$133K +$23.3K +4,980 +22%
SWM
91
Spire Wealth Management
Virginia
$127K +$1.24K +264 +1%
LSAG
92
Lake Street Advisors Group
New Hampshire
$121K -$4.55K -974 -4%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$116K -$323 -69 -0.3%
ECM
94
Evergreen Capital Management
Washington
$116K -$234 -50 -0.2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$107K +$3.9K +835 +4%
SRC
96
Sage Rhino Capital
California
$106K -$968 -207 -0.9%
AWM
97
AE Wealth Management
Kansas
$102K – – –
KOC
98
Koss-Olinger Consulting
Florida
$101K -$95.8K -20,473 -49%
CSS
99
Cubist Systematic Strategies
Connecticut
$100K -$26.7K -5,713 -21%
CGL
100
Clarius Group LLC
Washington
$93K +$15.9K +3,401 +21%
2 3
4
5 6

AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.