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175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171175 (+4)

0.05% more ownership

Funds ownership: 8.51%8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
101
Nelson Capital Management
California
$77K
BCI
102
Brinker Capital Investments
Pennsylvania
$76K +$63.5K +20,754 New
CG
103
Caprock Group
Idaho
$70K -$17.3K -5,659 -23%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.1K -$532K -174,073 -90%
CAM
105
Cresset Asset Management
Illinois
$62K -$11K -3,595 -17%
CCA
106
Checchi Capital Advisers
California
$62K -$10K -3,272 -16%
AP
107
Adero Partners
California
$61K -$46.6K -15,254 -48%
CGL
108
Clarius Group LLC
Washington
$61K -$12 -4 -0%
TC
109
TownSquare Capital
Utah
$60K
CL
110
CPWM LLC
Washington
$58K
SYBT
111
Stock Yards Bank & Trust
Kentucky
$57K -$10.4K -3,415 -18%
EI
112
Ellevest Inc
New York
$53K +$835 +273 +2%
FWCM
113
Ferguson Wellman Capital Management
Oregon
$48K
LC
114
Lindbrook Capital
California
$48K +$4.73K +1,546 +13%
BSW
115
Buckingham Strategic Wealth
Missouri
$48K +$40.1K +13,114 New
PAG
116
Private Advisor Group
New Jersey
$47K +$38.8K +12,690 New
RFN
117
RDA Financial Network
Iowa
$46K -$2.55K -834 -6%
JWA
118
JFS Wealth Advisors
Pennsylvania
$45K
RJFSA
119
Raymond James Financial Services Advisors
Florida
$44K -$363K -118,652 -91%
DADC
120
D.A. Davidson & Co
Montana
$44K -$25.7K -8,399 -41%
SAM
121
Silvercrest Asset Management
New York
$43K
WA
122
Wealth Architects
California
$41K -$25.1K -8,210 -42%
FIM
123
Fruth Investment Management
Texas
$39K
PA
124
Parallel Advisors
California
$36K -$14.8K -4,844 -33%
LWCFA
125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.