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Aegon
AEG

Overview Fund Activity

214 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26M
3
PE
3
Point72 Europe
United Kingdom
$4.12M
4
BIP
4
Brandes Investment Partners
California
$11.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
PMG
2
Private Management Group
California
$8.53M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.6M
4
Millennium Management
4
Millennium Management
New York
$1.65M
5
Optiver Holding
5
Optiver Holding
Netherlands
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFD
126
Boit C.F. David
$83.2K +$83.2K +14,695 New
OC
127
Oppenheimer & Co
New York
$78.2K +$576 +100 +0.7%
CCA
128
Checchi Capital Advisers
California
$78.2K +$78.2K +13,581 New
FFP
129
FourThought Financial Partners
Florida
$77.5K – – –
State Street
130
State Street
Massachusetts
$77.2K – – –
TRCT
131
Tower Research Capital (TRC)
New York
$70.9K +$55.1K +9,570 +349%
BSW
132
Buckingham Strategic Wealth
Missouri
$69.9K +$1.81K +314 +3%
ARC
133
Advisor Resource Council
Texas
$69.4K +$69.4K +12,055 New
GC
134
Guggenheim Capital
Illinois
$68.9K +$68.9K +11,958 New
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$68.6K -$219 -38 -0.3%
CAN
136
Cetera Advisor Networks
California
$68K +$68K +11,810 New
EVM
137
Evelyn V. Moreno
$67.3K – – –
OL
138
Optas LLC
Texas
$65K +$65K +11,290 New
RJT
139
Raymond James Trust
Florida
$63.6K – – –
PP
140
PDS Planning
Ohio
$63K -$4.53K -787 -7%
C
141
Certuity
Florida
$61.8K +$61.8K +10,737 New
RVPG
142
Relative Value Partners Group
$60.5K -$2.88K -500 -5%
M&T Bank
143
M&T Bank
New York
$60.2K +$60.2K +10,415 New
BF
144
BOK Financial
Oklahoma
$59.1K +$59.1K +10,254 New
HWAM
145
Hennion & Walsh Asset Management
New Jersey
$59.1K +$59.1K +10,253 New
AWM
146
Axxcess Wealth Management
California
$59K -$11.1K -1,924 -16%
CAAS
147
Capital Asset Advisory Services
Michigan
$59K -$10.9K -1,889 -16%
FOA
148
Five Oceans Advisors
California
$58.4K – – –
BTI
149
Blue Trust Inc
Georgia
$58K +$49.5K +10,296 +581%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$57.9K -$222K -38,620 -79%
4 5
6
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