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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Empirical Wealth Management
Washington
$126K +$42.2K +6,733 +46%
KPWS
127
Kestra Private Wealth Services
Texas
$123K +$131K +20,900 New
CCIA
128
Campbell & Co Investment Adviser
Maryland
$121K -$7.05K -1,125 -5%
PA
129
Parallel Advisors
California
$121K +$20.3K +3,243 +19%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$121K +$276 +44 +0.2%
AWM
131
AE Wealth Management
Kansas
$119K
BCI
132
Brinker Capital Investments
Pennsylvania
$118K +$13.6K +2,170 +12%
OPS
133
Orion Portfolio Solutions
Nebraska
$118K +$13.6K +2,170 +12%
FFM
134
Forum Financial Management
Illinois
$113K +$34.8K +5,557 +41%
SC
135
Syon Capital
California
$112K -$21K -3,348 -15%
YCM
136
Yousif Capital Management
Michigan
$109K -$86.5K -13,800 -43%
GT
137
Glenmede Trust
Pennsylvania
$108K -$3.37K -538 -3%
DWT
138
Dorsey & Whitney Trust
South Dakota
$105K +$13.4K +2,142 +14%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$101K
EWA
140
Emergent Wealth Advisors
New York
$97.2K
GC
141
Guggenheim Capital
Illinois
$96.1K -$194 -31 -0.2%
AP
142
Adero Partners
California
$94.1K +$3.54K +565 +4%
WI
143
WrapManager Inc
California
$92.5K -$24K -3,829 -20%
FSA
144
Franklin Street Advisors
North Carolina
$92K -$12.5K -2,000 -11%
TF
145
Trek Financial
Arizona
$91.6K -$5.92K -944 -6%
OC
146
Oppenheimer & Co
New York
$87.1K -$3.24K -517 -3%
BCFD
147
Boit C.F. David
$86.6K
IC
148
IEQ Capital
California
$86.5K -$395 -63 -0.4%
HJIM
149
Henry James International Management
New York
$84.7K +$1.45K +231 +2%
BTI
150
Blue Trust Inc
Georgia
$83.5K -$477K -76,123 -84%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.