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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
FIMG
126
Financial & Investment Management Group
Michigan
$86K -$9.07K -1,681 -9%
BCM
127
BTC Capital Management
Iowa
$86K +$10.6K +1,970 +13%
Citigroup
128
Citigroup
New York
$83K +$6.69K +1,240 +8%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$81K +$84.8K +15,727 New
NPIT
130
National Penn Investors Trust
Pennsylvania
$80K -$20.3K -3,765 -20%
BSW
131
Buckingham Strategic Wealth
Missouri
$79K
ANI
132
American National Insurance
Texas
$76K -$8.59K -1,593 -10%
UCFA
133
United Capital Financial Advisors
Texas
$76K -$361 -67 -0.5%
JWA
134
JFS Wealth Advisors
Pennsylvania
$57K
OIA
135
Optimum Investment Advisors
Illinois
$57K
Creative Planning
136
Creative Planning
Kansas
$52K -$23.2K -4,302 -30%
TFA
137
Transamerica Financial Advisors
Florida
$50K
NFG
138
Next Financial Group
Texas
$48K -$15.5K -2,870 -24%
CTC
139
Central Trust Company
Missouri
$45K +$173 +32 +0.4%
CFG
140
CKW Financial Group
Hawaii
$36K
BBHC
141
Brown Brothers Harriman & Co
New York
$23K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$16K
MCM
143
Manchester Capital Management
Vermont
$14K -$81K -15,027 -85%
FNBT
144
FineMark National Bank & Trust
Florida
$12K
CPA
145
Cowen Prime Advisors
New York
$11K
Simplex Trading
146
Simplex Trading
Illinois
$11K +$10.9K +2,027 New
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
FMP
148
Financial Management Professionals
Texas
$10K
FBT
149
Founders Bank & Trust
Michigan
$10K
SC
150
Searle & Co
Connecticut
$10K +$11.1K +2,065 New

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.