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229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 228229 (+1)

0.1% less ownership

Funds ownership: 9.39%9.3% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $975M → $843M (-$132M)

89% less call options, than puts

Call options by funds: $177K | Put options by funds: $1.67M

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$140K +$11.9K +2,352 +8%
YCM
102
Yousif Capital Management
Michigan
$139K
RC
103
RBF Capital
California
$129K
AWS
104
Atria Wealth Solutions
New York
$128K
Deutsche Bank
105
Deutsche Bank
Germany
$125K
CFM
106
Capricorn Fund Managers
United Kingdom
$122K +$143K +28,292 New
GT
107
Glenmede Trust
Pennsylvania
$119K +$19.5K +3,863 +16%
Franklin Resources
108
Franklin Resources
California
$114K +$3.85K +761 +3%
HF
109
HRT Financial
New York
$114K -$401K -79,235 -75%
EI
110
Ellevest Inc
New York
$111K -$50.4K -9,966 -28%
EGM
111
Engineers Gate Manager
New York
$108K +$127K +25,171 New
HSBC Holdings
112
HSBC Holdings
United Kingdom
$103K +$121K +24,000 New
LSAG
113
Lake Street Advisors Group
New Hampshire
$102K -$2.92K -576 -2%
CG
114
Caprock Group
Idaho
$95K +$7.28K +1,439 +7%
OC
115
Oppenheimer & Co
New York
$94.5K
BCI
116
Brinker Capital Investments
Pennsylvania
$94.3K +$5.89K +1,164 +6%
OPS
117
Orion Portfolio Solutions
Nebraska
$94.3K +$111K +21,922 New
PSP
118
Principal Street Partners
Tennessee
$93.8K -$4.31K -852 -4%
CIM
119
Contravisory Investment Management
Massachusetts
$91.4K +$9.11K +1,800 +9%
LCGC
120
Legacy Capital Group California
California
$91.4K +$108K +21,250 New
AWM
121
AE Wealth Management
Kansas
$88.9K
SRC
122
Sage Rhino Capital
California
$88.2K -$116 -23 -0.1%
JP Morgan Chase
123
JP Morgan Chase
New York
$87.8K +$16.3K +3,216 +19%
DC
124
DeDora Capital
California
$87.1K
IFWM
125
Institute for Wealth Management
Colorado
$86.7K +$218 +43 +0.2%

AEG Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2023, worth a combined $843M — down 14% from $975M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 22 closed out — a net gain of 5 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.06M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22M sold.

  • 229 institutional investors held Aegon (AEG) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $843M of Aegon stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2023 was Brandes Investment Partners, an estimated $6.06M added.
  • The largest Aegon seller in Q1 2023 was Arrowstreet Capital, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.