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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
O
101
OppenheimerFunds
New York
$190K +$10.2K +2,730 +7%
BF
102
BOK Financial
Oklahoma
$180K +$2.12K +569 +1%
AAP
103
Arax Advisory Partners
Colorado
$180K +$157K +42,201 New
CCP
104
Corient Capital Partners
California
$175K +$153K +41,144 New
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$168K +$16.5K +4,432 +13%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$166K +$21.6K +5,807 +17%
CL
107
CSS LLC
Illinois
$163K +$142K +38,218 New
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$162K -$55.9K -15,030 -28%
HCM
109
Hollencrest Capital Management
California
$158K -$2.78K -747 -2%
CWA
110
Cypress Wealth Advisors
California
$157K
RCM
111
Riverhead Capital Management
Delaware
$154K
Invesco
112
Invesco
Georgia
$153K -$10.3K -2,754 -7%
RFC
113
Regions Financial Corp
Alabama
$145K -$60.7K -16,301 -32%
AIM
114
Acrospire Investment Management
Illinois
$140K +$83.9K +22,542 +217%
TAM
115
Tyers Asset Management
Texas
$140K +$122K +32,883 New
ICOA
116
Investment Centers of America
North Dakota
$131K +$20.6K +5,546 +22%
Deutsche Bank
117
Deutsche Bank
Germany
$129K -$3.68M -988,706 -97%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$127K
Pacer Advisors
119
Pacer Advisors
Pennsylvania
$127K +$41.8K +11,223 +60%
IIC
120
Integrated Investment Consultants
Michigan
$123K +$29.6K +7,940 +38%
WA
121
Wealth Architects
California
$120K
MCM
122
MAI Capital Management
Ohio
$117K
BSW
123
Buckingham Strategic Wealth
Missouri
$113K
GT
124
Glenmede Trust
Pennsylvania
$111K +$46.6K +12,518 +92%
DWT
125
Dorsey & Whitney Trust
South Dakota
$110K +$10.3K +2,765 +12%

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.