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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
101
Prime Capital Investment Advisors
Kansas
$145K +$7.03K +1,208 +5%
CG
102
Caprock Group
Idaho
$144K -$862 -148 -0.6%
SRC
103
Sage Rhino Capital
California
$139K +$2.66K +457 +2%
EGM
104
Engineers Gate Manager
New York
$138K -$105K -18,103 -44%
SFA
105
Sequoia Financial Advisors
Ohio
$132K +$11.7K +2,002 +10%
XT
106
XTX Topco
Cayman Islands
$128K -$279K -47,908 -69%
AWM
107
AE Wealth Management
Kansas
$123K -$2.64K -453 -2%
DWT
108
Dorsey & Whitney Trust
South Dakota
$122K +$117K +20,098 New
SC
109
Syon Capital
California
$120K -$101K -17,268 -46%
Deutsche Bank
110
Deutsche Bank
Germany
$119K
JP Morgan Chase
111
JP Morgan Chase
New York
$116K +$8K +1,374 +8%
TC
112
TownSquare Capital
Utah
$116K +$8.04K +1,381 +8%
PA
113
Parallel Advisors
California
$114K +$6.77K +1,163 +7%
BCI
114
Brinker Capital Investments
Pennsylvania
$111K -$2.17K -372 -2%
OPS
115
Orion Portfolio Solutions
Nebraska
$111K -$2.17K -372 -2%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$108K +$104K +17,930 New
FSA
117
Franklin Street Advisors
North Carolina
$106K
GC
118
Guggenheim Capital
Illinois
$105K +$31K +5,324 +45%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$103K +$42.6K +7,316 +75%
CGL
120
Clarius Group LLC
Washington
$103K -$13.7K -2,353 -12%
EWA
121
Emergent Wealth Advisors
New York
$99.8K -$148K -25,500 -61%
SIA
122
Schechter Investment Advisors
Michigan
$98.2K -$428K -73,530 -82%
FFM
123
Forum Financial Management
Illinois
$96.9K
GT
124
Glenview Trust
Kentucky
$95.8K
OC
125
Oppenheimer & Co
New York
$92.6K +$9.99K +1,717 +13%

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.