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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Checchi Capital Advisers
California
$107K -$8.3K -2,230 -8%
CRC
127
Curi RMB Capital
Illinois
$107K +$93.2K +25,039 New
FIM
128
Frontier Investment Management
Texas
$106K
DADC
129
D.A. Davidson & Co
Montana
$99K +$66.8K +17,939 +310%
AWA
130
Arete Wealth Advisors
Illinois
$97K +$85.1K +22,857 New
PAM
131
Princeton Alpha Management
New Jersey
$95K +$83.3K +22,367 New
Ameriprise
132
Ameriprise
Minnesota
$93K -$178K -47,698 -69%
FWM
133
FFT Wealth Management
Pennsylvania
$93K +$81.3K +21,850 New
Brown Advisory
134
Brown Advisory
Maryland
$92K +$12.5K +3,364 +19%
SC
135
Scotia Capital
Ontario, Canada
$92K +$80.6K +21,654 New
KeyBank National Association
136
KeyBank National Association
Ohio
$87K
SYBT
137
Stock Yards Bank & Trust
Kentucky
$87K
GW
138
GW & Wade
Massachusetts
$84K
EMG
139
Ellington Management Group
Connecticut
$80K +$69.7K +18,719 New
Vanguard Group
140
Vanguard Group
Pennsylvania
$79K +$69K +18,524 New
SI
141
Stephens Inc
Arkansas
$74K -$28.2K -7,580 -30%
JWA
142
JFS Wealth Advisors
Pennsylvania
$74K -$484 -130 -0.7%
FWCM
143
Ferguson Wellman Capital Management
Oregon
$71K -$35.8K -9,614 -36%
Creative Planning
144
Creative Planning
Kansas
$71K +$10.3K +2,755 +20%
FIMG
145
Financial & Investment Management Group
Michigan
$70K
ATC
146
Argent Trust Co
Tennessee
$69K +$60.3K +16,206 New
Verition Fund Management
147
Verition Fund Management
Connecticut
$69K +$60.5K +16,249 New
SPC
148
Sigma Planning Corp
Michigan
$65K +$57.1K +15,339 New
FHB
149
First Hawaiian Bank
Hawaii
$64K +$55.6K +14,930 New
IPC
150
Independent Portfolio Consultants
Florida
$62K -$4.18K -1,124 -7%

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.