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179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$94K +$105 +25 +0.1%
SRC
102
Sage Rhino Capital
California
$94K +$1.39K +333 +2%
NCM
103
Nelson Capital Management
California
$92K
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$81K +$78K +18,641 New
CAM
105
Cresset Asset Management
Illinois
$78K +$4.02K +961 +6%
BSW
106
Buckingham Strategic Wealth
Missouri
$78K +$20.1K +4,805 +37%
CG
107
Caprock Group
Idaho
$77K -$7.03K -1,679 -9%
EI
108
Ellevest Inc
New York
$75K +$11.3K +2,709 +19%
AP
109
Adero Partners
California
$73K
CGL
110
Clarius Group LLC
Washington
$72K -$4 -1 -0%
BC
111
Bridgefront Capital
Texas
$72K +$69.5K +16,603 New
TC
112
TownSquare Capital
Utah
$71K
CL
113
CPWM LLC
Washington
$70K
FF
114
FourThought Financial
Florida
$67K +$61.1K +14,585 +1,573%
Squarepoint
115
Squarepoint
New York
$65K -$42.9K -10,253 -41%
HWAM
116
Hennion & Walsh Asset Management
New Jersey
$65K +$62.1K +14,831 New
SYBT
117
Stock Yards Bank & Trust
Kentucky
$63K -$5.66K -1,353 -9%
CCA
118
Checchi Capital Advisers
California
$62K -$11.8K -2,809 -17%
State Street
119
State Street
Massachusetts
$62K +$59.4K +14,192 New
WA
120
Wealth Architects
California
$59K +$9.31K +2,225 +20%
LC
121
Lindbrook Capital
California
$58K
KP
122
Keel Point
Alabama
$55K +$52.5K +12,545 New
PAG
123
Private Advisor Group
New Jersey
$54K -$1.63K -389 -3%
JWA
124
JFS Wealth Advisors
Pennsylvania
$54K
OC
125
Oppenheimer & Co
New York
$54K +$51.4K +12,268 New

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.