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184 hedge funds and large institutions have $1.32B invested in Aegon in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

16% more call options, than puts

Call options by funds: $227K | Put options by funds: $196K

11% more capital invested

Capital invested by funds: $1.19B → $1.32B (+$131M)

0.53% more ownership

Funds ownership: 10.69%11.21% (+0.53%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
41
Closed
24
Calls
$227K
Puts
$196K
Net Calls
+$31K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$81K +$77.8K +14,864 New
ANI
127
American National Insurance
Texas
$80K
Creative Planning
128
Creative Planning
Kansas
$73K +$17.1K +3,272 +32%
Citigroup
129
Citigroup
New York
$65K -$20.9K -4,001 -25%
JWA
130
JFS Wealth Advisors
Pennsylvania
$60K
OIA
131
Optimum Investment Advisors
Illinois
$60K
TFA
132
Transamerica Financial Advisors
Florida
$52K -$937 -179 -2%
CTC
133
Central Trust Company
Missouri
$48K -$115 -22 -0.3%
CFG
134
CKW Financial Group
Hawaii
$38K
NFG
135
Next Financial Group
Texas
$33K -$15.7K -3,005 -33%
EWM
136
Evercore Wealth Management
New York
$32K +$30.9K +5,901 New
BBHC
137
Brown Brothers Harriman & Co
New York
$24K
Simplex Trading
138
Simplex Trading
Illinois
$21K +$9.85K +1,881 +93%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$20K +$17K +3,251 +921%
WP
140
WealthPLAN Partners
Nebraska
$20K +$18.4K +3,524 New
TWA
141
TCI Wealth Advisors
Arizona
$19K +$17.2K +3,290 +1,275%
GT
142
Glenmede Trust
Pennsylvania
$17K +$13.8K +2,641 +495%
ZB
143
Zions Bancorporation
Utah
$15K +$14.3K +2,738 New
TNB
144
Thomasville National Bank
Georgia
$14K +$13.8K +2,637 New
CPA
145
Cowen Prime Advisors
New York
$12K
FMP
146
Financial Management Professionals
Texas
$11K
SC
147
Searle & Co
Connecticut
$11K
CAW
148
Cornerstone Advisors (Washington)
Washington
$11K +$8.73K +1,669 +647%
BCM
149
Blume Capital Management
California
$10K
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$10K

AEG Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2015, worth a combined $1.32B — up 11% from $1.19B a quarter earlier.

Fund positioning in AEG was balanced in Q1 2015: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $32.3M. The largest seller was Boston Advisors, exiting entirely with an estimated $8.15M sold.

  • 184 institutional investors held Aegon (AEG) as of Q1 2015, down from 187 in Q4 2014.
  • Funds reported $1.32B of Aegon stock for Q1 2015, up 11% quarter-over-quarter.
  • 24 funds opened new Aegon positions in Q1 2015 and 24 closed out, a net change of 0 holders.
  • The largest Aegon buyer in Q1 2015 was Allianz Asset Management, an estimated $32.3M added.
  • The largest Aegon seller in Q1 2015 was Boston Advisors, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2015.