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176 hedge funds and large institutions have $728M invested in Aegon in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 11.44%11.33% (-0.1%)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

25% less capital invested

Capital invested by funds: $971M → $728M (-$243M)

50% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 101

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $234K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
101
Closed
27
Calls
$2K
Puts
$234K
Net Calls
-$232K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
126
American National Insurance
Texas
$41K -$1.7K -453 -3%
TCM
127
Texan Capital Management
Texas
$40K +$50.8K +13,501 New
LNB
128
Ledyard National Bank
$36K -$1.53K -407 -3%
Citigroup
129
Citigroup
New York
$33K -$12.6K -3,360 -23%
S
130
SignatureFD
Georgia
$31K +$25.2K +6,691 +180%
RCM
131
Riverhead Capital Management
Delaware
$27K -$675K -179,496 -99%
Creative Planning
132
Creative Planning
Kansas
$27K -$1.46K -387 -4%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$25K -$12.1K -3,230 -28%
DVM
134
Dreman Value Management
Florida
$25K -$4.46K -1,185 -12%
PCP
135
Proficio Capital Partners
Massachusetts
$25K +$1.83K +486 +6%
GT
136
Glenmede Trust
Pennsylvania
$25K +$18.9K +5,022 +138%
AssetMark Inc
137
AssetMark Inc
California
$23K -$36.5K -9,715 -56%
CG
138
Cutler Group
California
$22K -$20.8K -5,540 -42%
GWM
139
Geneos Wealth Management
Colorado
$20K -$853 -227 -3%
QT
140
Quantbot Technologies
New York
$19K -$32.2K -8,562 -57%
CFG
141
CKW Financial Group
Hawaii
$19K -$812 -216 -3%
MFS
142
MSI Financial Services
Massachusetts
$12K +$5.09K +1,355 +53%
CFA
143
Carroll Financial Associates
North Carolina
$11K -$466 -124 -3%
PSC
144
Prentiss Smith & Co
Vermont
$10K -$421 -112 -3%
TDC
145
Thompson Davis & Co
Virginia
$10K +$2.82K +749 +28%
WP
146
WealthPLAN Partners
Nebraska
$9.77K +$24.6K +6,554 New
HR
147
Howe & Rusling
New York
$8K -$342 -91 -3%
Lazard Asset Management
148
Lazard Asset Management
New York
$8K +$10.9K +2,888 New
NSIM
149
North Star Investment Management
Illinois
$6K -$252 -67 -3%
CPA
150
Cowen Prime Advisors
New York
$6K -$248 -66 -3%

AEG Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2016, worth a combined $728M — down 25% from $971M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AEG and 22 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $7.72M. The largest seller was Allianz Asset Management, cutting an estimated $7.97M.

  • 176 institutional investors held Aegon (AEG) as of Q2 2016, down from 182 in Q1 2016.
  • Funds reported $728M of Aegon stock for Q2 2016, down 25% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q2 2016 and 27 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q2 2016 was Brandes Investment Partners, an estimated $7.72M added.
  • The largest Aegon seller in Q2 2016 was Allianz Asset Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2016.