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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
101
Sage Rhino Capital
California
$70K +$26.5K +10,782 +71%
CG
102
Caprock Group
Idaho
$67K -$6.34K -2,581 -9%
ECM
103
Evergreen Capital Management
Washington
$60K -$93.2K -37,915 -63%
AWM
104
AE Wealth Management
Kansas
$60K
BF
105
BOK Financial
Oklahoma
$59K +$560 +228 +1%
CCA
106
Checchi Capital Advisers
California
$57K -$6.29K -2,561 -11%
NCM
107
Nelson Capital Management
California
$57K
DADC
108
D.A. Davidson & Co
Montana
$55K
SYBT
109
Stock Yards Bank & Trust
Kentucky
$52K
BWP
110
BSW Wealth Partners
Colorado
$51K
AC
111
Avestar Capital
New York
$50K +$45.2K +18,412 New
FA
112
FDx Advisors
Illinois
$50K +$45.2K +18,412 New
PA
113
Parallel Advisors
California
$49K +$9.84K +4,005 +28%
IA
114
IFP Advisors
Florida
$47K
TC
115
TownSquare Capital
Utah
$47K
CL
116
CPWM LLC
Washington
$43K +$7.37K +3,000 +23%
LC
117
Lindbrook Capital
California
$42K +$9.8K +3,987 +34%
FWCM
118
Ferguson Wellman Capital Management
Oregon
$36K
RFN
119
RDA Financial Network
Iowa
$36K
TW
120
Transform Wealth
Colorado
$34K -$4K -1,626 -12%
SFI
121
Susquehanna Fundamental Investments
Pennsylvania
$34K +$31.2K +12,680 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$33K -$246 -100 -0.8%
RJT
123
Raymond James Trust
Florida
$32K -$5.33K -2,167 -15%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$32K
Daiwa Securities Group
125
Daiwa Securities Group
Japan
$32K +$17.1K +6,951 New

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.