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176 hedge funds and large institutions have $728M invested in Aegon in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 11.44%11.33% (-0.1%)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

25% less capital invested

Capital invested by funds: $971M → $728M (-$243M)

50% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 101

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $234K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
101
Closed
27
Calls
$2K
Puts
$234K
Net Calls
-$232K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
101
Yorktown Management & Research Company
Virginia
$82K -$3.44K -916 -3%
FWCM
102
Ferguson Wellman Capital Management
Oregon
$81K -$3.42K -911 -3%
SLG
103
Stanley-Laman Group
Pennsylvania
$80K -$3.38K -898 -3%
Geode Capital Management
104
Geode Capital Management
Massachusetts
$79K +$100K +26,651 New
SCM
105
Sterling Capital Management
North Carolina
$74K -$12.1K -3,217 -11%
FIM
106
Frontier Investment Management
Texas
$74K -$4 -1 -0%
IA
107
IFP Advisors
Florida
$74K +$64.4K +17,140 +223%
SI
108
Stephens Inc
Arkansas
$72K +$91.4K +24,314 New
CCA
109
Checchi Capital Advisers
California
$71K +$5.75K +1,529 +7%
UCFA
110
United Capital Financial Advisors
Texas
$67K -$35.9K -9,557 -30%
O
111
OppenheimerFunds
New York
$66K -$20.7K -5,505 -20%
IIC
112
Integrated Investment Consultants
Michigan
$65K -$2.01K -535 -2%
NFA
113
Nuveen Fund Advisors
Illinois
$64K +$80.4K +21,380 New
RBC
114
Ronald Blue & Co
Georgia
$63K -$31.9K -8,489 -29%
SYBT
115
Stock Yards Bank & Trust
Kentucky
$63K -$2.67K -710 -3%
GW
116
GW & Wade
Massachusetts
$61K +$76.4K +20,335 New
MCM
117
MAI Capital Management
Ohio
$58K -$2.44K -650 -3%
Pacer Advisors
118
Pacer Advisors
Pennsylvania
$58K -$2.43K -647 -3%
DADC
119
D.A. Davidson & Co
Montana
$58K +$29K +7,705 +63%
Brown Advisory
120
Brown Advisory
Maryland
$57K +$70.9K +18,858 New
IPC
121
Independent Portfolio Consultants
Florida
$54K -$6K -1,597 -8%
JWA
122
JFS Wealth Advisors
Pennsylvania
$52K +$3.41K +906 +5%
TI
123
Telemetry Investments
New York
$51K +$63.8K +16,964 New
FIMG
124
Financial & Investment Management Group
Michigan
$49K -$173 -46 -0.3%
BCM
125
BTC Capital Management
Iowa
$44K -$1.87K -498 -3%

AEG Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2016, worth a combined $728M — down 25% from $971M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AEG and 22 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $7.72M. The largest seller was Allianz Asset Management, cutting an estimated $7.97M.

  • 176 institutional investors held Aegon (AEG) as of Q2 2016, down from 182 in Q1 2016.
  • Funds reported $728M of Aegon stock for Q2 2016, down 25% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q2 2016 and 27 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q2 2016 was Brandes Investment Partners, an estimated $7.72M added.
  • The largest Aegon seller in Q2 2016 was Allianz Asset Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2016.