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237 hedge funds and large institutions have $1.13B invested in Aegon in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $239K | Put options by funds: $40K

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61.8M)

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

1% more funds holding

Funds holding: 235237 (+2)

0.83% more ownership

Funds ownership: 9.58%10.42% (+0.83%)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
80
Reduced
75
Closed
18
Calls
$239K
Puts
$40K
Net Calls
+$199K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$129K +$23.9K +3,863 +24%
WI
127
WrapManager Inc
California
$125K -$37.3K -6,035 -24%
GT
128
Glenmede Trust
Pennsylvania
$121K -$10.6K -1,720 -8%
BCI
129
Brinker Capital Investments
Pennsylvania
$114K -$4.01K -648 -4%
OPS
130
Orion Portfolio Solutions
Nebraska
$114K -$4.01K -648 -4%
SA
131
Sanctuary Advisors
Indiana
$114K +$113K +18,249 New
FSA
132
Franklin Street Advisors
North Carolina
$112K
PA
133
Parallel Advisors
California
$110K -$7.29K -1,179 -6%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$109K
TF
135
Trek Financial
Arizona
$105K -$23.5K -3,792 -19%
EWA
136
Emergent Wealth Advisors
New York
$105K
GC
137
Guggenheim Capital
Illinois
$105K -$167 -27 -0.2%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$100K -$238K -38,547 -71%
DWT
139
Dorsey & Whitney Trust
South Dakota
$99.8K +$1.26K +203 +1%
AP
140
Adero Partners
California
$98.5K +$3.01K +486 +3%
OC
141
Oppenheimer & Co
New York
$97.8K
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$97.2K +$15.1K +2,440 +19%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$96.4K +$17.3K +2,795 +23%
IC
144
IEQ Capital
California
$94.2K +$25.7K +4,158 +39%
EWM
145
Empirical Wealth Management
Washington
$93.3K +$90.3K +14,596 New
BCFD
146
Boit C.F. David
$91.3K
HJIM
147
Henry James International Management
New York
$90.4K -$2.42K -392 -3%
CGL
148
Clarius Group LLC
Washington
$87.4K -$7.33K -1,185 -8%
FFM
149
Forum Financial Management
Illinois
$87.1K -$14.8K -2,387 -15%
CCA
150
Checchi Capital Advisers
California
$86.8K

AEG Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2024, worth a combined $1.13B — up 5.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AEG positions and 18 closed out — a net gain of 5 holders — while 80 added to existing stakes and 75 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $8.14M. The largest seller was Arrowstreet Capital, cutting an estimated $12.4M.

  • 237 institutional investors held Aegon (AEG) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.13B of Aegon stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 23 funds opened new Aegon positions in Q3 2024 and 18 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q3 2024 was Voloridge Investment Management, an estimated $8.14M added.
  • The largest Aegon seller in Q3 2024 was Arrowstreet Capital, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.