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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
76
Dixon Hubard Feinour & Brown
Virginia
$220K -$5.44K -1,096 -2%
BDF
77
Balasa Dinverno & Foltz
$218K +$3.18K +640 +1%
WI
78
WrapManager Inc
California
$210K +$244K +49,190 New
FSA
79
Franklin Street Advisors
North Carolina
$200K -$4.94K -996 -2%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$200K -$4.94K -996 -2%
HF
81
HRT Financial
New York
$194K +$225K +45,380 New
TSS
82
Two Sigma Securities
New York
$191K +$222K +44,750 New
CBB
83
Citizens Business Bank
California
$188K -$4.64K -936 -2%
CCP
84
Corient Capital Partners
California
$185K -$6.38K -1,286 -3%
CCIA
85
Campbell & Co Investment Adviser
Maryland
$184K -$129K -26,070 -38%
Macquarie Group
86
Macquarie Group
Australia
$182K +$14.8K +2,980 +8%
PCS
87
Personal CFO Solutions
New Jersey
$176K -$14.6K -2,952 -7%
OFP
88
OLIO Financial Planning
Virginia
$171K -$4.22K -851 -2%
JP Morgan Chase
89
JP Morgan Chase
New York
$170K +$145K +29,202 +272%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$169K -$3.05K -614 -2%
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$167K +$194K +39,089 New
OAM
92
Oppenheimer Asset Management
New York
$165K -$6.53K -1,315 -3%
Comerica Bank
93
Comerica Bank
Texas
$165K -$5.44K -1,097 -3%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$162K -$2.33K -470 -1%
AAM
95
AR Asset Management
California
$161K -$3.96K -799 -2%
FTDI
96
First Trust Direct Indexing
Massachusetts
$160K +$22.7K +4,579 +14%
SGI
97
Summit Global Investments
Utah
$154K -$3.81K -768 -2%
SYBT
98
Stock Yards Bank & Trust
Kentucky
$154K +$180K +36,178 New
Cerity Partners
99
Cerity Partners
New York
$150K +$175K +35,203 New
BP
100
Ballentine Partners
Massachusetts
$146K -$2.77K -558 -2%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.