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154 hedge funds and large institutions have $1.44B invested in Aegon in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more call options, than puts

Call options by funds: $989K | Put options by funds: $610K

27% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$306M)

8% more funds holding

Funds holding: 142154 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 10.58%10.44% (-0.14%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
48
Closed
16
Calls
$989K
Puts
$610K
Net Calls
+$379K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Change in
Stake
NPIT
101
National Penn Investors Trust
Pennsylvania
$126K
GT
102
Glenview Trust
Kentucky
$123K +$109K +19,149 New
WA
103
WFG Advisors
Texas
$122K -$495 -87 -0.5%
HPCM
104
High Pointe Capital Management
Illinois
$115K +$10.9K +1,915 +12%
SCCM
105
Schafer Cullen Capital Management
New York
$113K
IF
106
IRON Financial
Illinois
$112K +$99.2K +17,436 New
ANI
107
American National Insurance
Texas
$106K
JWA
108
JFS Wealth Advisors
Pennsylvania
$104K -$36.6K -6,426 -28%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$102K
BSW
110
Buckingham Strategic Wealth
Missouri
$99K -$36.5K -6,415 -29%
DADC
111
D.A. Davidson & Co
Montana
$94K +$70.8K +12,454 +519%
Ameriprise
112
Ameriprise
Minnesota
$83K +$11.4K +2,011 +18%
OIA
113
Optimum Investment Advisors
Illinois
$82K +$72.1K +12,668 New
Citigroup
114
Citigroup
New York
$69K -$325K -57,215 -84%
BFA
115
BlackRock Fund Advisors
California
$68K
TFA
116
Transamerica Financial Advisors
Florida
$59K -$910 -160 -2%
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$53K +$2.67K +470 +6%
AIG
118
American International Group
New York
$50.6K
BRWA
119
B. Riley Wealth Advisors
Florida
$48K -$9.18K -1,614 -18%
CFG
120
CKW Financial Group
Hawaii
$46K +$40.2K +7,070 New
MFS
121
MSI Financial Services
Massachusetts
$35K -$4.19K -736 -12%
CFA
122
Carroll Financial Associates
North Carolina
$26K
M&T Bank
123
M&T Bank
New York
$23K
BIM
124
BlackRock Investment Management
Delaware
$19K -$7.3K -1,284 -30%
Group One Trading
125
Group One Trading
Illinois
$17K -$836 -147 -5%

AEG Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2013, worth a combined $1.44B — up 27% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 16 closed out — a net gain of 12 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Brandes Investment Partners, cutting an estimated $35.4M.

  • 154 institutional investors held Aegon (AEG) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.44B of Aegon stock for Q4 2013, up 27% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Aegon buyer in Q4 2013 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Aegon seller in Q4 2013 was Brandes Investment Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.