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237 hedge funds and large institutions have $1.13B invested in Aegon in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $239K | Put options by funds: $40K

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61.8M)

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

1% more funds holding

Funds holding: 235237 (+2)

0.83% more ownership

Funds ownership: 9.58%10.42% (+0.83%)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
80
Reduced
75
Closed
18
Calls
$239K
Puts
$40K
Net Calls
+$199K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$434K -$2.21K -357 -0.5%
FB
77
Fulton Bank
Pennsylvania
$431K
HCMT
78
Highland Capital Management (Tennessee)
Tennessee
$421K -$903 -146 -0.2%
AQR Capital Management
79
AQR Capital Management
Connecticut
$410K +$196K +31,614 +97%
EI
80
Ellevest Inc
New York
$407K -$29.1K -4,697 -7%
BP
81
Ballentine Partners
Massachusetts
$398K -$18.8K -3,042 -5%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$390K -$21.1K -3,417 -5%
Corient Private Wealth
83
Corient Private Wealth
Florida
$380K +$5.31K +859 +1%
MIM
84
Miller Investment Management
Pennsylvania
$364K
QCG
85
Quadrant Capital Group
Ohio
$330K +$9.29K +1,501 +3%
ECM
86
Evergreen Capital Management
Washington
$322K +$5.77K +932 +2%
RWM
87
Ritholtz Wealth Management
New York
$320K -$3.65K -590 -1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$314K +$7.41K +1,197 +2%
Simplex Trading
89
Simplex Trading
Illinois
$301K +$286K +46,165 +4,575%
CA
90
Clearstead Advisors
Ohio
$292K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$279K +$4.28K +692 +2%
CG
92
Caprock Group
Idaho
$264K -$60.1K -9,722 -19%
JP Morgan Chase
93
JP Morgan Chase
New York
$261K -$663K -107,182 -72%
FIA
94
FNY Investment Advisers
New York
$255K +$247K +40,000 New
CPBTD
95
Central Pacific Bank - Trust Division
Hawaii
$248K
AAM
96
AR Asset Management
California
$234K
Franklin Resources
97
Franklin Resources
California
$230K +$1.16K +188 +0.5%
SC
98
Savant Capital
Illinois
$227K +$5.24K +847 +2%
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$222K +$1.91K +308 +0.9%
LCGC
100
Legacy Capital Group California
California
$218K +$211K +34,085 New

AEG Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2024, worth a combined $1.13B — up 5.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AEG positions and 18 closed out — a net gain of 5 holders — while 80 added to existing stakes and 75 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $8.14M. The largest seller was Arrowstreet Capital, cutting an estimated $12.4M.

  • 237 institutional investors held Aegon (AEG) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.13B of Aegon stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 23 funds opened new Aegon positions in Q3 2024 and 18 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q3 2024 was Voloridge Investment Management, an estimated $8.14M added.
  • The largest Aegon seller in Q3 2024 was Arrowstreet Capital, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.