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Aegon
AEG

197 hedge funds and large institutions have $432M invested in Aegon in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $660K

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

0.29% more ownership

Funds ownership: 8.64% → 8.93% (+0.29%)

4% less funds holding

Funds holding: 205 → 197 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

43% less capital invested

Capital invested by funds: $760M → $432M (-$328M)

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
67
Reduced
47
Closed
35
Calls
$1.14M
Puts
$660K
Net Calls
+$482K
Net Calls Change
-$1.93M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5.9M
2
RJA
Raymond James & Associates
Florida
+$5.16M
3
PPA
Parametric Portfolio Associates
Washington
+$3.75M
4
Goldman Sachs
Goldman Sachs
New York
+$2.75M
5
Bank of America
Bank of America
North Carolina
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.36M
2
Jane Street
Jane Street
New York
-$1.36M
3
SS
Sunbelt Securities
Texas
-$1.12M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$946K
5
Morgan Stanley
Morgan Stanley
New York
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$29K -$40.7K -12,214 -49%
PVWM
127
Point View Wealth Management
New Jersey
$29K – – –
JWA
128
JFS Wealth Advisors
Pennsylvania
$28K – – –
CF
129
Centaurus Financial
California
$27K – – –
RhumbLine Advisers
130
RhumbLine Advisers
Massachusetts
$27K – – –
LC
131
Lindbrook Capital
California
$27K +$7.41K +2,223 +24%
WT
132
Whittier Trust
California
$26K +$607 +182 +2%
BDF
133
Balasa Dinverno & Foltz
$25K -$7.43K -2,229 -17%
GLLW
134
Graves Light Lenhart Wealth
Virginia
$25K – – –
MC
135
Moors & Cabot
Massachusetts
$25K – – –
FIM
136
Fruth Investment Management
Texas
$24K +$36.1K +10,838 New
HI
137
Human Investing
Oregon
$23K -$89.5K -26,855 -73%
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
SSB
139
Sandy Spring Bank
Maryland
$20K – – –
GRP
140
Global Retirement Partners
California
$19K -$22.4K -6,732 -45%
CWA
141
Carolina Wealth Advisors
South Carolina
$17K +$25.2K +7,564 New
CFA
142
Carroll Financial Associates
North Carolina
$16K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$15K -$40.9K -12,263 -66%
GWM
144
Geneos Wealth Management
Colorado
$12K -$360 -108 -2%
FCA
145
FinTrust Capital Advisors
South Carolina
$12K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$12K +$18.1K +5,419 New
CFG
147
CKW Financial Group
Hawaii
$11K – – –
LWM
148
Lenox Wealth Management
Ohio
$10K +$14.9K +4,456 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$8K – – –
ASN
150
Advisory Services Network
Georgia
$7K -$13.3K -3,983 -59%
4 5
6
7 8

AEG Hedge Fund Activity: Q1 2020 in Review

197 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2020, worth a combined $432M — down 43% from $760M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 30 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 67 added.

The largest buyer was Aperio Group, adding an estimated $5.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.36M sold.

  • 197 institutional investors held Aegon (AEG) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $432M of Aegon stock for Q1 2020, down 43% quarter-over-quarter.
  • 30 funds opened new Aegon positions in Q1 2020 and 35 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q1 2020 was Aperio Group, an estimated $5.9M added.
  • The largest Aegon seller in Q1 2020 was Old Mission Capital, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2020.