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185 hedge funds and large institutions have $809M invested in Aegon in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $819K | Put options by funds: $166K

26% more capital invested

Capital invested by funds: $642M → $809M (+$167M)

0.05% more ownership

Funds ownership: 7.86%7.91% (+0.05%)

2% less funds holding

Funds holding: 189185 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 109

Holders
185
Holders Change
-4
Holders Change %
-2.12%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
109
Closed
25
Calls
$819K
Puts
$166K
Net Calls
+$653K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$56K +$38.8K +8,944 +355%
PFO
127
Pathstone Family Office
New Jersey
$55K +$49.2K +11,347 New
RVPG
128
Relative Value Partners Group
$53K -$8.99K -2,076 -16%
PCH
129
PGIM Custom Harvest
New Jersey
$53K -$43 -10 -2%
CG
130
Caprock Group
Idaho
$52K -$20.4K -4,717 -31%
OC
131
Oppenheimer & Co
New York
$52K -$897 -207 -2%
FIM
132
Fruth Investment Management
Texas
$50K -$871 -201 -2%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K -$828 -191 -2%
BCI
134
Brinker Capital Investments
Pennsylvania
$47K -$996 -230 -2%
FPS
135
Fieldpoint Private Securities
Connecticut
$43K +$4.96K +1,145 +15%
SSB
136
Sandy Spring Bank
Maryland
$41K -$698 -161 -2%
TWM
137
Tradition Wealth Management
Minnesota
$34K +$30.4K +7,012 New
CFA
138
Carroll Financial Associates
North Carolina
$33K -$572 -132 -2%
Simplex Trading
139
Simplex Trading
Illinois
$31K -$650 -150 -2%
CFG
140
CKW Financial Group
Hawaii
$30K -$516 -119 -2%
LWCFA
141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K -$3.31K -763 -12%
IA
142
IFP Advisors
Florida
$27K -$975 -225 -4%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$25.4K -$438 -101 -2%
BC
144
Bartlett & Co
Ohio
$25K -$438 -101 -2%
GWM
145
Geneos Wealth Management
Colorado
$25K -$433 -100 -2%
WT
146
Whittier Trust
California
$24K -$416 -96 -2%
Citigroup
147
Citigroup
New York
$19K -$269K -62,048 -94%
LWM
148
Liberty Wealth Management
California
$12K +$173 +40 +2%
GWS
149
Glassman Wealth Services
Virginia
$11K +$7.51K +1,733 +366%
Bessemer Group
150
Bessemer Group
New Jersey
$10K -$5.71K -1,319 -40%

AEG Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2021, worth a combined $809M — up 26% from $642M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 21 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 51 added.

The largest buyer was Arrowstreet Capital, adding an estimated $6.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 185 institutional investors held Aegon (AEG) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $809M of Aegon stock for Q3 2021, up 26% quarter-over-quarter.
  • 21 funds opened new Aegon positions in Q3 2021 and 25 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q3 2021 was Arrowstreet Capital, an estimated $6.06M added.
  • The largest Aegon seller in Q3 2021 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2021.