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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
126
Boit C.F. David
$91.7K
TRCT
127
Tower Research Capital (TRC)
New York
$91K +$15.9K +2,729 +22%
AP
128
Adero Partners
California
$90K -$1.55K -267 -2%
AQR Capital Management
129
AQR Capital Management
Connecticut
$88.6K +$85.3K +14,647 New
LC
130
Lindbrook Capital
California
$88.6K
QCM
131
Quantinno Capital Management
New York
$87K +$83.6K +14,354 New
CCA
132
Checchi Capital Advisers
California
$82.2K
FFP
133
FourThought Financial Partners
Florida
$81.4K
State Street
134
State Street
Massachusetts
$79.2K -$1.8K -310 -2%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$79K -$36.2K -6,221 -32%
M&T Bank
136
M&T Bank
New York
$78.7K +$15.3K +2,633 +25%
BSW
137
Buckingham Strategic Wealth
Missouri
$73.5K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$73K +$902 +155 +1%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$71.3K -$77.2K -13,255 -53%
TSS
140
Two Sigma Securities
New York
$70.3K +$67.7K +11,622 New
CAN
141
Cetera Advisor Networks
California
$69.8K -$1.63K -280 -2%
PP
142
PDS Planning
Ohio
$69.1K +$2.78K +478 +4%
Squarepoint
143
Squarepoint
New York
$68.6K +$66K +11,345 New
OL
144
Optas LLC
Texas
$67.3K -$995 -171 -2%
RJT
145
Raymond James Trust
Florida
$66.8K
C
146
Certuity
Florida
$65.3K +$309 +53 +0.5%
CL
147
Choreo LLC
Illinois
$64.7K +$62.2K +10,686 New
PWM
148
Perigon Wealth Management
California
$63.7K +$61.3K +10,524 New
CP
149
Canopy Partners
Ohio
$63.1K +$60.7K +10,434 New
SW
150
SVB Wealth
Massachusetts
$62.2K +$59.9K +10,286 New

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.