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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$32K +$28.9K +11,748 New
CF
127
Centaurus Financial
California
$31K
MC
128
Moors & Cabot
Massachusetts
$31K
WT
129
Whittier Trust
California
$31K
AP
130
Adero Partners
California
$31K +$28.1K +11,432 New
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$30K -$3.95K -1,609 -13%
WA
132
Wealth Architects
California
$30K +$27.2K +11,067 New
KeyBank National Association
133
KeyBank National Association
Ohio
$30K +$27.3K +11,114 New
FIM
134
Fruth Investment Management
Texas
$29K
GLLW
135
Graves Light Lenhart Wealth
Virginia
$29K
GT
136
Glenmede Trust
Pennsylvania
$27K +$4.94K +2,010 +25%
EI
137
Ellevest Inc
New York
$27K +$18.7K +7,603 +317%
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
SSB
139
Sandy Spring Bank
Maryland
$24K
GRP
140
Global Retirement Partners
California
$21K -$1.34K -545 -7%
CWA
141
Carolina Wealth Advisors
South Carolina
$21K
JP Morgan Chase
142
JP Morgan Chase
New York
$21K +$13.1K +5,329 +219%
CFA
143
Carroll Financial Associates
North Carolina
$19K
CFG
144
CKW Financial Group
Hawaii
$17K +$2.93K +1,192 +23%
FCA
145
FinTrust Capital Advisors
South Carolina
$14K
GWM
146
Geneos Wealth Management
Colorado
$14K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$14K +$4.21K +1,713 +49%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$9K +$673 +274 +9%
LWM
149
Lenox Wealth Management
Ohio
$6K -$4.84K -1,970 -44%
LWM
150
Liberty Wealth Management
California
$6K +$5.88K +2,391 New

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.