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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$274K +$256K +43,933 New
QCG
77
Quadrant Capital Group
Ohio
$273K +$10.7K +1,842 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$270K -$4.94K -848 -2%
Truist Financial
79
Truist Financial
North Carolina
$265K -$165K -28,287 -39%
ECM
80
Evergreen Capital Management
Washington
$248K -$4.38K -752 -2%
CPBTD
81
Central Pacific Bank - Trust Division
Hawaii
$243K +$236K +40,500 New
Franklin Resources
82
Franklin Resources
California
$223K -$22.2K -3,813 -9%
AAM
83
AR Asset Management
California
$222K
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$208K -$2.98K -512 -1%
FRM
85
Fox Run Management
Connecticut
$207K +$199K +34,257 New
CAM
86
Cresset Asset Management
Illinois
$199K -$38.8K -6,667 -17%
YCM
87
Yousif Capital Management
Michigan
$196K
FB
88
Fulton Bank
Pennsylvania
$194K +$187K +32,079 New
UBS Group
89
UBS Group
Switzerland
$187K +$78.8K +13,533 +78%
SFC
90
Strategic Financial Concepts
Texas
$187K +$3.14K +540 +2%
UCFA
91
United Capital Financial Advisors
Texas
$184K -$8.17K -1,403 -4%
RC
92
RBF Capital
California
$182K
AWS
93
Atria Wealth Solutions
New York
$179K -$2.94K -506 -2%
GSC
94
Grey Street Capital
Illinois
$161K +$155K +26,671 New
TF
95
Trek Financial
Arizona
$158K -$7.15K -1,229 -4%
AC
96
AXQ Capital
New Jersey
$158K +$152K +26,100 New
LSAG
97
Lake Street Advisors Group
New Hampshire
$152K +$3.2K +549 +2%
GT
98
Glenmede Trust
Pennsylvania
$150K +$13.2K +2,265 +10%
PSP
99
Principal Street Partners
Tennessee
$149K
FIM
100
Freedom Investment Management
Connecticut
$146K +$1.82K +312 +1%

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.