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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
126
Cornerstone Advisors (Washington)
Washington
$7K
LIA
127
LS Investment Advisors
Michigan
$7K +$138 +27 +2%
WT
128
Whittier Trust
California
$6K
PAS
129
Partnervest Advisory Services
California
$6K +$128 +25 +2%
PTC
130
Private Trust Company
Ohio
$4K +$82 +16 +2%
TRCT
131
Tower Research Capital (TRC)
New York
$3K -$4.42K -867 -61%
HNB
132
Huntington National Bank
Ohio
$3K +$61 +12 +2%
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$3K +$66 +13 +2%
FHA
134
First Horizon Advisors
Tennessee
$2K -$2.43K -477 -49%
BPBT
135
Boston Private Bank & Trust
Massachusetts
$2K
RIA
136
Regal Investment Advisors
Michigan
$2K +$31 +6 +2%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$2K +$225 +44 +12%
GI
138
Gradient Investments
Minnesota
$2K +$2.53K +496 New
FNBT
139
FineMark National Bank & Trust
Florida
$1K
DWA
140
Dorsey Wright & Associates
California
$119 +$9.38K +1,838 +8%
Renaissance Technologies
141
Renaissance Technologies
New York
-$990K -218,050 Closed
Two Sigma Investments
142
Two Sigma Investments
New York
-$424K -92,309 Closed
Nomura Holdings
143
Nomura Holdings
Japan
-$260K -56,703 Closed
SSB
144
Sandy Spring Bank
Maryland
-$162K -35,351 Closed
AI
145
Atria Investments
North Carolina
-$82K -17,955 Closed
RC
146
Riversville Capital
Connecticut
-$81K -17,581 Closed
SMA
147
Simply Money Advisors
Ohio
-$20K -4,356 Closed
PG
148
PEAK6 Group
Illinois
-$12.3K -2,401 Closed
Bessemer Group
149
Bessemer Group
New Jersey
-$577 -113 -88%
HPBT
150
High Point Bank & Trust
North Carolina
+$291 +57 New

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.