We are live on ! Find out more

216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Nelson Capital Management
California
$80K -$1.97K -396 -2%
PAG
127
Private Advisor Group
New Jersey
$80K -$447 -90 -0.5%
DCM
128
DGS Capital Management
New Jersey
$80K +$24K +4,841 +35%
GT
129
Glenmede Trust
Pennsylvania
$78K +$22.2K +4,477 +32%
CGL
130
Clarius Group LLC
Washington
$77K -$8.77K -1,767 -9%
VC
131
Veracity Capital
Georgia
$77K -$5.17K -1,042 -5%
CL
132
CPWM LLC
Washington
$76K +$4.81K +970 +6%
SWM
133
Spire Wealth Management
Virginia
$75K -$45.6K -9,193 -35%
BAM
134
Blueshift Asset Management
New Jersey
$74K +$86.4K +17,410 New
AP
135
Adero Partners
California
$73K +$4.83K +973 +6%
CT
136
Caldwell Trust
Florida
$72.2K +$83.8K +16,878 New
BMCM
137
Burns Matteson Capital Management
New York
$71.8K +$149 +30 +0.2%
EGM
138
Engineers Gate Manager
New York
$71K -$456K -91,952 -85%
ECM
139
ExodusPoint Capital Management
New York
$69K -$76.3K -15,367 -49%
FFM
140
Forum Financial Management
Illinois
$69K -$1.7K -342 -2%
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$69K -$1.7K -342 -2%
MA
142
Mutual Advisors
Nebraska
$69K -$308 -62 -0.4%
EWA
143
EverSource Wealth Advisors
Alabama
$68K +$73.3K +14,770 +1,127%
QCM
144
Quantinno Capital Management
New York
$66K +$77K +15,525 New
SG
145
StoneX Group
New York
$64.5K +$74.8K +15,069 New
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$64K -$6.93K -1,396 -9%
FF
147
FourThought Financial
Florida
$62K -$1.52K -306 -2%
BF
148
BOK Financial
Oklahoma
$61K +$8.91K +1,796 +14%
VCWA
149
Vanguard Capital Wealth Advisors
Colorado
$60K -$4.63K -933 -6%
MOS
150
MGO One Seven
Ohio
$60K -$4.57K -921 -6%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.