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182 hedge funds and large institutions have $971M invested in Aegon in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174182 (+8)

0.31% more ownership

Funds ownership: 11.12%11.44% (+0.31%)

6% less capital invested

Capital invested by funds: $1.03B → $971M (-$57.8M)

61% less call options, than puts

Call options by funds: $34K | Put options by funds: $88K

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
64
Reduced
46
Closed
17
Calls
$34K
Puts
$88K
Net Calls
-$54K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$58K -$26.1K -6,749 -32%
OC
127
Oppenheimer & Co
New York
$58K +$57.1K +14,753 New
FRM
128
Fox Run Management
Connecticut
$57K +$55.4K +14,330 New
ANI
129
American National Insurance
Texas
$56K
CG
130
Cutler Group
California
$52K +$45.3K +11,717 +815%
LNB
131
Ledyard National Bank
$50K
DADC
132
D.A. Davidson & Co
Montana
$46K +$3.37K +871 +8%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$46K +$39.7K +10,252 +902%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K +$40.3K +10,409 New
DVM
135
Dreman Value Management
Florida
$38K -$26.4K -6,835 -42%
Creative Planning
136
Creative Planning
Kansas
$38K
CTC
137
Central Trust Company
Missouri
$31K -$29.8K -7,691 -49%
PCP
138
Proficio Capital Partners
Massachusetts
$31K +$28.3K +7,303 +1,139%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$28K -$41.7K -10,766 -61%
GWM
140
Geneos Wealth Management
Colorado
$27K +$27.3K +7,049 New
IA
141
IFP Advisors
Florida
$26K -$5.42K -1,401 -15%
CFG
142
CKW Financial Group
Hawaii
$26K
SHJ
143
Sharkey, Howes & Javer
Colorado
$25K
CFA
144
Carroll Financial Associates
North Carolina
$15K
S
145
SignatureFD
Georgia
$15K +$9.77K +2,526 +210%
PSC
146
Prentiss Smith & Co
Vermont
$14K
GT
147
Glenmede Trust
Pennsylvania
$14K +$4.29K +1,108 +44%
HR
148
Howe & Rusling
New York
$11K
TDC
149
Thompson Davis & Co
Virginia
$11K
ZB
150
Zions Bancorporation
Utah
$11K +$2.4K +621 +32%

AEG Hedge Fund Activity: Q1 2016 in Review

182 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2016, worth a combined $971M — down 5.6% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 17 closed out — a net gain of 10 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $21M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $8.39M sold.

  • 182 institutional investors held Aegon (AEG) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $971M of Aegon stock for Q1 2016, down 5.6% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2016 and 17 closed out, a net change of +10 holders.
  • The largest Aegon buyer in Q1 2016 was Cambiar Investors, an estimated $21M added.
  • The largest Aegon seller in Q1 2016 was Arrowstreet Capital, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2016.