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179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.8K -$25.5K -6,091 -33%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$51K -$1.47K -351 -3%
FIM
128
Fruth Investment Management
Texas
$47K
RVPG
129
Relative Value Partners Group
$47K +$45.4K +10,838 New
PA
130
Parallel Advisors
California
$43K
SSB
131
Sandy Spring Bank
Maryland
$38K
GRP
132
Global Retirement Partners
California
$34K
FPS
133
Fieldpoint Private Securities
Connecticut
$33K +$1.31K +314 +4%
CFA
134
Carroll Financial Associates
North Carolina
$31K
CFG
135
CKW Financial Group
Hawaii
$28K
IA
136
IFP Advisors
Florida
$27K
BC
137
Bartlett & Co
Ohio
$24K
BCWM
138
Bartlett & Co Wealth Management
Ohio
$23.6K
WT
139
Whittier Trust
California
$23K
GWM
140
Geneos Wealth Management
Colorado
$22K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$17K +$1.74K +416 +12%
LWM
142
Liberty Wealth Management
California
$10K +$17 +4 +0.2%
Bessemer Group
143
Bessemer Group
New Jersey
$9K +$8.56K +2,045 New
ZB
144
Zions Bancorporation
Utah
$7K -$318 -76 -4%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$7K
FCA
146
FinTrust Capital Advisors
South Carolina
$5K
NSIM
147
North Star Investment Management
Illinois
$5K
AF
148
Allworth Financial
California
$4K
CCMW
149
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4.08K +975 New
SPIA
150
Steward Partners Investment Advisory
New York
$3.11K +$1.26K +302 +74%

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.