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174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$72K +$5.5K +1,289 +8%
RBC
127
Ronald Blue & Co
Georgia
$68K -$221K -51,721 -76%
JWA
128
JFS Wealth Advisors
Pennsylvania
$68K
DVM
129
Dreman Value Management
Florida
$67K -$857K -200,887 -92%
FIMG
130
Financial & Investment Management Group
Michigan
$67K
CTC
131
Central Trust Company
Missouri
$64K +$24.2K +5,682 +57%
GT
132
Glenview Trust
Kentucky
$63K +$66.3K +15,554 New
ANI
133
American National Insurance
Texas
$57K
LNB
134
Ledyard National Bank
$52K
DADC
135
D.A. Davidson & Co
Montana
$44K -$12K -2,810 -20%
Creative Planning
136
Creative Planning
Kansas
$39K -$1.12K -263 -3%
IA
137
IFP Advisors
Florida
$37K +$38.7K +9,078 New
CFG
138
CKW Financial Group
Hawaii
$27K
SHJ
139
Sharkey, Howes & Javer
Colorado
$26K +$5.93K +1,391 New
CFA
140
Carroll Financial Associates
North Carolina
$15K
PSC
141
Prentiss Smith & Co
Vermont
$14K
WP
142
WealthPLAN Partners
Nebraska
$13.8K +$43.3K +10,159 New
TDC
143
Thompson Davis & Co
Virginia
$11K
HR
144
Howe & Rusling
New York
$11K +$12K +2,816 New
MFS
145
MSI Financial Services
Massachusetts
$10K +$6.77K +1,587 +162%
GT
146
Glenmede Trust
Pennsylvania
$10K +$7.02K +1,646 +188%
NSIM
147
North Star Investment Management
Illinois
$9K
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1.74K +408 +23%
CPA
149
Cowen Prime Advisors
New York
$8K
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$8K +$8.63K +2,023 New

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.