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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$438K -$15.8K -2,515 -3%
LPL Financial
77
LPL Financial
California
$424K +$19.1K +3,039 +4%
JP Morgan Chase
78
JP Morgan Chase
New York
$419K +$190K +30,296 +74%
AI
79
AdvisorShares Investments
Maryland
$417K -$65.1K -10,390 -13%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$411K +$339K +54,139 +345%
KAS
81
Kestra Advisory Services
Texas
$401K -$266K -42,506 -38%
FB
82
Fulton Bank
Pennsylvania
$397K
QT
83
Quantbot Technologies
New York
$385K -$308K -49,178 -43%
AQR Capital Management
84
AQR Capital Management
Connecticut
$383K +$4.96K +791 +1%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$377K -$11.4K -1,825 -3%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$345K -$15.4K -2,449 -4%
BP
87
Ballentine Partners
Massachusetts
$341K -$27.2K -4,335 -7%
MIM
88
Miller Investment Management
Pennsylvania
$336K
Corient Private Wealth
89
Corient Private Wealth
Florida
$335K -$16K -2,558 -4%
EI
90
Ellevest Inc
New York
$333K -$45.3K -7,224 -11%
QCG
91
Quadrant Capital Group
Ohio
$293K -$11.9K -1,906 -4%
RWM
92
Ritholtz Wealth Management
New York
$291K -$4.67K -745 -1%
AI
93
Atria Investments
North Carolina
$272K -$148K -23,640 -34%
CA
94
Clearstead Advisors
Ohio
$269K
ECM
95
Evergreen Capital Management
Washington
$265K -$34.3K -5,473 -11%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$262K -$29.1K -4,645 -9%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$258K -$764K -121,838 -74%
Barclays
98
Barclays
United Kingdom
$236K +$251K +40,000 New
CG
99
Caprock Group
Idaho
$232K -$11.4K -1,822 -4%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$231K -$27.6K -4,408 -10%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.