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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$146K +$76.2K +15,347 +82%
VIA
102
Vident Investment Advisory
Georgia
$143K +$166K +33,408 New
YCM
103
Yousif Capital Management
Michigan
$142K -$4.72K -951 -3%
QT
104
Quantbot Technologies
New York
$139K -$441K -88,838 -73%
EI
105
Ellevest Inc
New York
$133K +$69.5K +14,016 +82%
AWS
106
Atria Wealth Solutions
New York
$133K +$151K +30,529 New
FIM
107
Freedom Investment Management
Connecticut
$129K +$150K +30,154 New
Deutsche Bank
108
Deutsche Bank
Germany
$127K -$3.13K -631 -2%
CA
109
Claro Advisors
Massachusetts
$127K +$147K +29,576 New
ECM
110
Evergreen Capital Management
Washington
$119K +$14.3K +2,892 +12%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$114K -$56.8K -11,447 -30%
Franklin Resources
112
Franklin Resources
California
$110K -$25.4K -5,126 -17%
QCG
113
Quadrant Capital Group
Ohio
$110K -$21.4K -4,321 -14%
IA
114
IFP Advisors
Florida
$110K -$1.25K -251 -2%
PFO
115
Pathstone Family Office
New Jersey
$107K +$64.9K +13,089 +112%
LSAG
116
Lake Street Advisors Group
New Hampshire
$101K -$10.3K -2,073 -8%
AIM
117
Aigen Investment Management
New York
$99K +$114K +23,031 New
SRC
118
Sage Rhino Capital
California
$96K -$5.3K -1,069 -5%
BCI
119
Brinker Capital Investments
Pennsylvania
$94K +$28.9K +5,824 +36%
CG
120
Caprock Group
Idaho
$92K +$447 +90 +0.4%
AWM
121
AE Wealth Management
Kansas
$91K -$2.24K -451 -2%
DC
122
DeDora Capital
California
$89K -$2.19K -441 -2%
CIM
123
Contravisory Investment Management
Massachusetts
$85K -$3.38K -681 -3%
SFA
124
Sequoia Financial Advisors
Ohio
$83K -$1.43K -288 -1%
HJIM
125
Henry James International Management
New York
$81K +$94.4K +19,020 New

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.