AEG icon

Aegon
AEG

Overview Fund Activity

214 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26M
3
PE
3
Point72 Europe
United Kingdom
$4.12M
4
BIP
4
Brandes Investment Partners
California
$11.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
PMG
2
Private Management Group
California
$8.53M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.6M
4
Millennium Management
4
Millennium Management
New York
$1.65M
5
Optiver Holding
5
Optiver Holding
Netherlands
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$262K 45,436 -10,855 -19%
BP
77
Ballentine Partners
Massachusetts
$261K 45,300 +45,300 New
GW
78
GW & Wade
Massachusetts
$253K 43,933 -17,975 -29%
QCG
79
Quadrant Capital Group
Ohio
$249K 43,251 +4,442 +11%
ECM
80
Evergreen Capital Management
Washington
$241K 41,763 -1,200 -3%
EGM
81
Engineers Gate Manager
New York
$236K 40,975 -5,330 -12%
Franklin Resources
82
Franklin Resources
California
$234K 40,625 +40,625 New
CAM
83
Cresset Asset Management
Illinois
$228K 39,500 +1,294 +3%
SC
84
Syon Capital
California
$214K 37,174 +18,804 +102%
AAM
85
AR Asset Management
California
$211K 36,691 – –
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$201K 34,897 -4,855 -12%
OAM
87
Oppenheimer Asset Management
New York
$187K 32,455 +300 +0.9%
YCM
88
Yousif Capital Management
Michigan
$186K 32,375 – –
UCFA
89
United Capital Financial Advisors
Texas
$183K 31,831 +31,831 New
SFC
90
Strategic Financial Concepts
Texas
$175K 30,377 +13,369 +79%
AWS
91
Atria Wealth Solutions
New York
$173K 30,021 +30,021 New
SIGI
92
Susquehanna International Group (Ireland)
Ireland
$173K 30,000 – –
RC
93
RBF Capital
California
$173K 30,000 – –
Macquarie Group
94
Macquarie Group
Australia
$163K 28,238 -6,564 -19%
TF
95
Trek Financial
Arizona
$158K 27,391 +27,391 New
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$154K 25,484 +25,484 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$144K 25,032 -97 -0.4%
LSAG
98
Lake Street Advisors Group
New Hampshire
$142K 24,615 -1 -0%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$138K 24,000 – –
CG
100
Caprock Group
Idaho
$138K 23,944 -1,831 -7%
2 3
4
5 6