We are live on ! Find out more

226 hedge funds and large institutions have $1.2B invested in Aegon in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 144 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$96M)

2% more funds holding

Funds holding: 222226 (+4)

1% less ownership

Funds ownership: 13.15%12.15% (-1%)

65% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 144

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $810K

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
50
Reduced
144
Closed
19
Calls
$8K
Puts
$810K
Net Calls
-$802K
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Tyers Asset Management
Texas
$146K -$3.92K -865 -3%
CCIA
127
Campbell & Co Investment Adviser
Maryland
$143K +$74.5K +16,438 +119%
P
128
Pitcairn
Pennsylvania
$140K +$14.9K +3,280 +12%
HI
129
HBK Investments
Texas
$137K +$56.5K +12,461 +75%
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$136K -$4.65K -1,025 -3%
TH
131
Timber Hill
Connecticut
$132K -$83.5K -18,424 -40%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$132K -$3.44K -760 -3%
IIC
133
Integrated Investment Consultants
Michigan
$129K -$3.45K -761 -3%
TAM
134
Tocqueville Asset Management
New York
$129K +$6.97K +1,538 +6%
WA
135
Wealth Architects
California
$125K -$3.35K -740 -3%
Pacer Advisors
136
Pacer Advisors
Pennsylvania
$125K -$3.35K -738 -3%
CG
137
Caprock Group
Idaho
$125K +$12.2K +2,681 +11%
MCM
138
MAI Capital Management
Ohio
$122K -$3.27K -722 -3%
BSW
139
Buckingham Strategic Wealth
Missouri
$121K -$3.25K -717 -3%
JG
140
Jefferies Group
New York
$118K -$40.9K -9,029 -27%
FIM
141
Frontier Investment Management
Texas
$117K
RFC
142
Regions Financial Corp
Alabama
$110K -$29.4K -6,488 -22%
CCA
143
Checchi Capital Advisers
California
$107K -$15.7K -3,465 -13%
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K -$62.9K -13,873 -39%
DADC
145
D.A. Davidson & Co
Montana
$100K -$2.69K -594 -3%
IA
146
IFP Advisors
Florida
$97K -$4.37K -963 -4%
Brown Advisory
147
Brown Advisory
Maryland
$94K -$8.13K -1,793 -8%
SYBT
148
Stock Yards Bank & Trust
Kentucky
$92K -$2.45K -540 -3%
QCG
149
Quadrant Capital Group
Ohio
$89K +$57.5K +12,695 +177%
Neuberger Berman Group
150
Neuberger Berman Group
New York
$88K -$5.94K -1,311 -7%

AEG Hedge Fund Activity: Q3 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2017, worth a combined $1.2B — up 8.7% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 19 closed out — a net gain of 9 holders — while 50 added to existing stakes and 144 trimmed.

The largest buyer was Bank of America, adding an estimated $9.73M. The largest seller was Brandes Investment Partners, cutting an estimated $27M.

  • 226 institutional investors held Aegon (AEG) as of Q3 2017, up from 222 in Q2 2017.
  • Funds reported $1.2B of Aegon stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q3 2017 was Bank of America, an estimated $9.73M added.
  • The largest Aegon seller in Q3 2017 was Brandes Investment Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2017.