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Aegon
AEG

212 hedge funds and large institutions have $785M invested in Aegon in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $671K

1% more capital invested

Capital invested by funds: $775M → $785M (+$9.17M)

0.19% less ownership

Funds ownership: 9.27% → 9.08% (-0.19%)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

2% less funds holding

Funds holding: 216 → 212 (-4)

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
61
Reduced
64
Closed
39
Calls
$3.44M
Puts
$671K
Net Calls
+$2.77M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.7M
2
Charles Schwab
Charles Schwab
California
+$8.79M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.92M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
-$29.6M
2
Wells Fargo
Wells Fargo
California
-$5.49M
3
SCM
Segantii Capital Management
Hong Kong
-$4.78M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.28M
5
DWA
Dorsey Wright & Associates
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
126
First Hawaiian Bank
Hawaii
$59K -$44.4K -10,160 -41%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$59K – – –
CL
128
CPWM LLC
Washington
$58K – – –
SVWA
129
Sound View Wealth Advisors
Georgia
$57K -$14.1K -3,235 -19%
BCM
130
BTC Capital Management
Iowa
$56K – – –
JWA
131
JFS Wealth Advisors
Pennsylvania
$55K – – –
PVWM
132
Point View Wealth Management
New Jersey
$55K – – –
FIM
133
Frontier Investment Management
Texas
$54K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$54K +$8.49K +1,944 +17%
RFC
135
Regions Financial Corp
Alabama
$53K – – –
HT
136
Heritage Trust
Oklahoma
$52K +$55.1K +12,631 New
RhumbLine Advisers
137
RhumbLine Advisers
Massachusetts
$50K -$24.6K -5,623 -31%
MML Investors Services
138
MML Investors Services
Massachusetts
$50K +$52.7K +12,071 New
ECM
139
ExodusPoint Capital Management
New York
$50K +$53.4K +12,226 New
LSAG
140
Lake Street Advisors Group
New Hampshire
$49K – – –
FAAS
141
First Allied Advisory Services
California
$48K -$100K -22,976 -66%
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$18.2K -4,161 -26%
CG
143
Cutler Group
California
$41K +$43.8K +10,039 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$39K – – –
QCG
145
Quadrant Capital Group
Ohio
$39K +$1.64K +375 +4%
SSB
146
Sandy Spring Bank
Maryland
$38K – – –
DWM
147
Destination Wealth Management
California
$35K – – –
HDIM
148
Hanson & Doremus Investment Management
Vermont
$35K +$37.7K +8,634 New
CMO
149
Covenant Multifamily Offices
Texas
$32K +$34.5K +7,907 New
CFA
150
Carroll Financial Associates
North Carolina
$31K – – –
4 5
6
7 8

AEG Hedge Fund Activity: Q1 2019 in Review

212 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2019, worth a combined $785M — up 1.2% from $775M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AEG and 38 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 61 added.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Miller Howard Investments, cutting an estimated $29.6M.

  • 212 institutional investors held Aegon (AEG) as of Q1 2019, down from 216 in Q4 2018.
  • Funds reported $785M of Aegon stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 38 funds opened new Aegon positions in Q1 2019 and 39 closed out, a net change of -1 holder.
  • The largest Aegon buyer in Q1 2019 was Bank of America, an estimated $16.7M added.
  • The largest Aegon seller in Q1 2019 was Miller Howard Investments, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.