We are live on ! Find out more

187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
101
Bank of Nova Scotia
Ontario, Canada
$172K
AI
102
ArchPoint Investors
Florida
$172K +$48.6K +9,007 +37%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$165K -$8.41K -1,560 -5%
First Trust Advisors
104
First Trust Advisors
Illinois
$164K -$25.4K -4,704 -13%
TCM
105
Traynor Capital Management
Pennsylvania
$157K +$164K +30,491 New
ARTA
106
A.R.T. Advisors
New York
$154K -$46.1K -8,543 -22%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$154K +$10.6K +1,969 +7%
YMRC
108
Yorktown Management & Research Company
Virginia
$153K
FWCM
109
Ferguson Wellman Capital Management
Oregon
$152K
1GA
110
1st Global Advisors
Texas
$142K -$12.2K -2,257 -8%
SC
111
Scotia Capital
Ontario, Canada
$135K
TH
112
Timber Hill
Connecticut
$134K +$7.04K +1,306 +5%
CA
113
Cullinan Associates
Kentucky
$133K
RFC
114
Russell Frank Company
Washington
$132K +$67.4K +12,495 +97%
IPC
115
Independent Portfolio Consultants
Florida
$125K -$175K -32,370 -57%
LPL Financial
116
LPL Financial
California
$120K -$4.29K -795 -3%
SYBT
117
Stock Yards Bank & Trust
Kentucky
$119K +$123K +22,890 New
MSU
118
Maple Securities USA
New Jersey
$117K +$121K +22,496 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$117K -$1.24M -229,736 -91%
PAM
120
Princeton Alpha Management
New Jersey
$109K -$147K -27,275 -56%
GT
121
Glenview Trust
Kentucky
$98K +$102K +18,824 New
FAAM
122
First Allied Asset Management
California
$98K +$106K +19,683 New
DADC
123
D.A. Davidson & Co
Montana
$91K +$10.5K +1,956 +12%
SI
124
Stephens Inc
Arkansas
$90K -$58.8K -10,907 -39%
SCCM
125
Schafer Cullen Capital Management
New York
$89K

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.