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Aegon
AEG

Overview Fund Activity

219 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
66
Reduced
60
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$16.5M
2
Optiver Holding
2
Optiver Holding
Netherlands
$24M
3
GS
3
GTS Securities
New York
$10.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$29M
5
Dodge & Cox
5
Dodge & Cox
California
$758M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.2M
3
BIP
3
Brandes Investment Partners
California
$0
4
PMG
4
Private Management Group
California
$0
5
PE
5
Point72 Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$274K +$274K +43,933 New
QCG
77
Quadrant Capital Group
Ohio
$273K +$11.1K +1,842 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$270K -$5.14K -848 -2%
Truist Financial
79
Truist Financial
North Carolina
$265K -$171K -28,287 -39%
ECM
80
Evergreen Capital Management
Washington
$248K -$4.55K -752 -2%
CPBTD
81
Central Pacific Bank - Trust Division
Hawaii
$243K +$243K +40,500 New
Franklin Resources
82
Franklin Resources
California
$223K -$23.1K -3,813 -9%
AAM
83
AR Asset Management
California
$222K – – –
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$208K -$3.1K -512 -1%
FRM
85
Fox Run Management
Connecticut
$207K +$207K +34,257 New
CAM
86
Cresset Asset Management
Illinois
$199K -$40.3K -6,667 -17%
YCM
87
Yousif Capital Management
Michigan
$196K – – –
FB
88
Fulton Bank
Pennsylvania
$194K +$194K +32,079 New
UBS Group
89
UBS Group
Switzerland
$187K +$81.9K +13,533 +78%
SFC
90
Strategic Financial Concepts
Texas
$187K +$3.27K +540 +2%
UCFA
91
United Capital Financial Advisors
Texas
$184K -$8.49K -1,403 -4%
RC
92
RBF Capital
California
$182K – – –
AWS
93
Atria Wealth Solutions
New York
$179K -$3.06K -506 -2%
GSC
94
Grey Street Capital
Illinois
$161K +$161K +26,671 New
TF
95
Trek Financial
Arizona
$158K -$7.44K -1,229 -4%
AC
96
AXQ Capital
New Jersey
$158K +$158K +26,100 New
LSAG
97
Lake Street Advisors Group
New Hampshire
$152K +$3.32K +549 +2%
GT
98
Glenmede Trust
Pennsylvania
$150K +$13.7K +2,265 +10%
PSP
99
Principal Street Partners
Tennessee
$149K – – –
FIM
100
Freedom Investment Management
Connecticut
$146K +$1.89K +312 +1%
2 3
4
5 6