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172 hedge funds and large institutions have $1.37B invested in Aegon in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 44

8% more funds holding

Funds holding: 159172 (+13)

0.36% more ownership

Funds ownership: 10.32%10.69% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$6.27M)

97% less call options, than puts

Call options by funds: $11K | Put options by funds: $364K

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
65
Reduced
44
Closed
15
Calls
$11K
Puts
$364K
Net Calls
-$353K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
Optimum Investment Advisors
Illinois
$67K
JWA
127
JFS Wealth Advisors
Pennsylvania
$66K +$66.4K +11,016 New
BFA
128
BlackRock Fund Advisors
California
$64K +$1.05K +175 +2%
BRWA
129
B. Riley Wealth Advisors
Florida
$59.5K +$15.1K +2,511 +34%
TFA
130
Transamerica Financial Advisors
Florida
$59K +$4.04K +670 +7%
CTC
131
Central Trust Company
Missouri
$52K +$30.6K +5,083 +138%
MCM
132
Manchester Capital Management
Vermont
$52K +$52.5K +8,719 New
CFG
133
CKW Financial Group
Hawaii
$42K
NFG
134
Next Financial Group
Texas
$36K +$40.3K +6,689 New
BBHC
135
Brown Brothers Harriman & Co
New York
$27K +$27.1K +4,491 New
CFA
136
Carroll Financial Associates
North Carolina
$24K
Deutsche Bank
137
Deutsche Bank
Germany
$24K +$24.9K +4,133 New
WA
138
WFG Advisors
Texas
$23K
PAS
139
Partnervest Advisory Services
California
$23K +$15.8K +2,616 +206%
M&T Bank
140
M&T Bank
New York
$21K
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$19K -$6 -1 -0%
FNBT
142
FineMark National Bank & Trust
Florida
$15K
Parallax Volatility Advisers
143
Parallax Volatility Advisers
California
$15K +$3.12K +518 +26%
BIM
144
BlackRock Investment Management
Delaware
$14K -$2.64K -439 -16%
FMP
145
Financial Management Professionals
Texas
$12K
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
MA
147
MUFG Americas
New York
$11K
FBT
148
Founders Bank & Trust
Michigan
$11K +$187 +31 +2%
BC
149
Bartlett & Co
Ohio
$10K
M
150
MOTCO
Texas
$10K +$4.43K +736 +83%

AEG Hedge Fund Activity: Q2 2014 in Review

172 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2014, worth a combined $1.37B — down 0.46% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 44 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $44.6M. The largest seller was Brandes Investment Partners, cutting an estimated $21M.

  • 172 institutional investors held Aegon (AEG) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $1.37B of Aegon stock for Q2 2014, down 0.46% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q2 2014 and 15 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q2 2014 was Cambiar Investors, an estimated $44.6M added.
  • The largest Aegon seller in Q2 2014 was Brandes Investment Partners, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2014.