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159 hedge funds and large institutions have $1.37B invested in Aegon in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 154159 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.12% less ownership

Funds ownership: 10.44%10.32% (-0.12%)

4% less capital invested

Capital invested by funds: $1.44B → $1.37B (-$64.3M)

63% less call options, than puts

Call options by funds: $145K | Put options by funds: $390K

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
47
Reduced
47
Closed
18
Calls
$145K
Puts
$390K
Net Calls
-$245K
Net Calls Change
-$624K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
126
M&T Bank
New York
$22K
PP
127
Palladium Partners
Virginia
$22K +$21.6K +3,535 New
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$20K +$11.7K +1,922 +159%
BIM
129
BlackRock Investment Management
Delaware
$17K -$1.48K -242 -8%
FNBT
130
FineMark National Bank & Trust
Florida
$16K +$13.5K +2,210 +804%
CPA
131
Cowen Prime Advisors
New York
$13K
FMP
132
Financial Management Professionals
Texas
$13K
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$12K +$12.1K +1,974 New
FBT
135
Founders Bank & Trust
Michigan
$11K
MA
136
MUFG Americas
New York
$11K
BC
137
Bartlett & Co
Ohio
$10K
BPBT
138
Boston Private Bank & Trust
Massachusetts
$9K
LIA
139
LS Investment Advisors
Michigan
$8K
PAS
140
Partnervest Advisory Services
California
$8K
WT
141
Whittier Trust
California
$8K
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$7.96K +$7.78K +1,274 New
BAM
143
Brave Asset Management
New Jersey
$7K
AIG
144
American International Group
New York
$6.53K -$41.6K -6,815 -87%
MFS
145
MSI Financial Services
Massachusetts
$6K -$27.3K -4,479 -81%
M
146
MOTCO
Texas
$6K +$5.4K +884 New
PTC
147
Private Trust Company
Ohio
$5K
CG
148
Colony Group
Massachusetts
$5K +$5.12K +838 New
SF
149
Synovus Financial
Georgia
$4K -$8.94K -1,464 -68%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$4K

AEG Hedge Fund Activity: Q1 2014 in Review

159 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2014, worth a combined $1.37B — down 4.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AEG positions and 18 closed out — a net gain of 7 holders — while 47 added to existing stakes and 47 trimmed.

The largest buyer was Boston Advisors, adding an estimated $4.92M. The largest seller was Brandes Investment Partners, cutting an estimated $15.7M.

  • 159 institutional investors held Aegon (AEG) as of Q1 2014, up from 154 in Q4 2013.
  • Funds reported $1.37B of Aegon stock for Q1 2014, down 4.5% quarter-over-quarter.
  • 25 funds opened new Aegon positions in Q1 2014 and 18 closed out, a net change of +7 holders.
  • The largest Aegon buyer in Q1 2014 was Boston Advisors, an estimated $4.92M added.
  • The largest Aegon seller in Q1 2014 was Brandes Investment Partners, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2014.