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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$68K -$298K -58,399 -81%
Ameriprise
102
Ameriprise
Minnesota
$56K +$7.73K +1,514 +16%
BFA
103
BlackRock Fund Advisors
California
$53K -$11.1K -2,181 -17%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$52K -$161K -31,452 -75%
TFA
105
Transamerica Financial Advisors
Florida
$47K +$8.44K +1,654 +22%
BRWA
106
B. Riley Wealth Advisors
Florida
$46K +$2.54K +498 +6%
AIG
107
American International Group
New York
$39.5K +$5.77K +1,131 +17%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$39K -$23.7K -4,640 -37%
FBC
109
Fairfield, Bush & Co
Connecticut
$36K
MFS
110
MSI Financial Services
Massachusetts
$31K +$26.7K +5,235 +518%
PP
111
Palladium Partners
Virginia
$25K +$25.6K +5,024 New
BIM
112
BlackRock Investment Management
Delaware
$21K -$2.02K -396 -9%
CFA
113
Carroll Financial Associates
North Carolina
$20K +$20.8K +4,074 New
RFC
114
Russell Frank Company
Washington
$18K -$1.03M -201,664 -98%
M&T Bank
115
M&T Bank
New York
$18K
QT
116
Quantbot Technologies
New York
$16K +$15K +2,946 +999%
Group One Trading
117
Group One Trading
Illinois
$14K -$5.7K -1,117 -29%
SF
118
Synovus Financial
Georgia
$12K +$66 +13 +0.6%
CPA
119
Cowen Prime Advisors
New York
$11K +$209 +41 +2%
DADC
120
D.A. Davidson & Co
Montana
$11K +$225 +44 +2%
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
FMP
122
Financial Management Professionals
Texas
$10K +$204 +40 +2%
MA
123
MUFG Americas
New York
$9K -$5.17K -1,014 -36%
FBT
124
Founders Bank & Trust
Michigan
$9K
BC
125
Bartlett & Co
Ohio
$8K +$158 +31 +2%

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.