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Aegon
AEG

195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185 → 195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91% → 8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$17.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$6.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.88M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Wells Fargo
Wells Fargo
California
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$63K -$2.27K -485 -3%
PA
127
Parallel Advisors
California
$60K +$935 +200 +2%
PFO
128
Pathstone Family Office
New Jersey
$58K +$4.89K +1,045 +9%
KP
129
Keel Point
Alabama
$57K – – –
JWA
130
JFS Wealth Advisors
Pennsylvania
$57K +$987 +211 +2%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$57K +$3.04K +651 +6%
RVPG
132
Relative Value Partners Group
$57K +$4.89K +1,045 +10%
RJT
133
Raymond James Trust
Florida
$55K +$54K +11,553 New
BCI
134
Brinker Capital Investments
Pennsylvania
$54K -$2.4K -513 -4%
Bessemer Group
135
Bessemer Group
New Jersey
$54K +$43.9K +9,396 +476%
FPS
136
Fieldpoint Private Securities
Connecticut
$53K +$10.7K +2,295 +26%
CAM
137
Cresset Asset Management
Illinois
$51K -$85.6K -18,303 -63%
OC
138
Oppenheimer & Co
New York
$51K – – –
CG
139
Caprock Group
Idaho
$50K -$599 -128 -1%
FCH
140
Freestone Capital Holdings
Washington
$50K +$49.4K +10,571 New
FIM
141
Fruth Investment Management
Texas
$49K – – –
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9K -$4.88K -1,043 -11%
SSB
143
Sandy Spring Bank
Maryland
$40K – – –
Marshall Wace
144
Marshall Wace
United Kingdom
$40K +$40.1K +8,565 New
JP Morgan Chase
145
JP Morgan Chase
New York
$35K -$21.7K -4,649 -38%
TWM
146
Tradition Wealth Management
Minnesota
$33K – – –
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$33K +$25.5K +5,457 +347%
CFA
148
Carroll Financial Associates
North Carolina
$32K – – –
CFG
149
CKW Financial Group
Hawaii
$30K – – –
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
4 5
6
7 8

AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.