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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
101
Central Pacific Bank - Trust Division
Hawaii
$229K
SC
102
Savant Capital
Illinois
$222K +$14.3K +2,275 +6%
AAM
103
AR Asset Management
California
$216K
CSP
104
Cary Street Partners
Virginia
$207K +$220K +35,061 New
LCGC
105
Legacy Capital Group California
California
$201K +$113 +18 +0.1%
CIM
106
Contravisory Investment Management
Massachusetts
$199K +$169 +27 +0.1%
GCM
107
Graham Capital Management
Connecticut
$197K +$210K +33,454 New
SYBT
108
Stock Yards Bank & Trust
Kentucky
$186K
UCFA
109
United Capital Financial Advisors
Texas
$174K -$20.8K -3,324 -10%
CA
110
Claro Advisors
Massachusetts
$173K -$1.76K -281 -0.9%
AWS
111
Atria Wealth Solutions
New York
$173K
Truist Financial
112
Truist Financial
North Carolina
$169K -$27.6K -4,398 -13%
FIM
113
Freedom Investment Management
Connecticut
$167K -$4.43K -707 -2%
Franklin Resources
114
Franklin Resources
California
$166K -$53.4K -8,516 -23%
NRI
115
NFP Retirement Inc
California
$165K
DAS
116
Diversify Advisory Services
Utah
$157K +$2.38K +379 +1%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$150K -$4.04K -645 -3%
LSAG
118
Lake Street Advisors Group
New Hampshire
$146K +$5.25K +837 +4%
EWA
119
EverSource Wealth Advisors
Alabama
$144K +$116K +18,530 +315%
PCS
120
Personal CFO Solutions
New Jersey
$139K -$9.95K -1,587 -6%
PCIA
121
Prime Capital Investment Advisors
Kansas
$139K +$1.39K +221 +0.9%
SRC
122
Sage Rhino Capital
California
$134K -$671 -107 -0.5%
SFA
123
Sequoia Financial Advisors
Ohio
$133K -$865 -138 -0.6%
PSP
124
Principal Street Partners
Tennessee
$132K
BHPW
125
Beverly Hills Private Wealth
California
$129K -$1.86K -296 -1%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.