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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Blume Capital Management
California
$9K +$9.54K +1,768 New
WA
152
WFG Advisors
Texas
$8K -$20.3K -3,767 -72%
BC
153
Bartlett & Co
Ohio
$8K
M
154
MOTCO
Texas
$8K
LIA
155
LS Investment Advisors
Michigan
$7K
WT
156
Whittier Trust
California
$7K
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$7K +$7.81K +1,448 New
MFS
158
MSI Financial Services
Massachusetts
$5K -$561 -104 -9%
BAM
159
Brave Asset Management
New Jersey
$5K
TDC
160
Thompson Davis & Co
Virginia
$5K
SEI Investments
161
SEI Investments
Pennsylvania
$5K +$5.44K +1,008 New
SIA
162
Stancorp Investment Advisers
Oregon
$5K +$5.7K +1,057 New
MCM
163
McKinley Capital Management
Alaska
$4K -$1.51M -279,212 -100%
BPBT
164
Boston Private Bank & Trust
Massachusetts
$4K -$22.3K -4,140 -84%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$4K
SF
166
Synovus Financial
Georgia
$4K
WRM
167
Westport Resources Management
Connecticut
$4K
HNB
168
Huntington National Bank
Ohio
$4K +$4.23K +785 New
NPC
169
National Planning Corporation
California
$2.28K +$2.5K +463 New
BIM
170
BlackRock Investment Management
Delaware
$2K -$9.72K -1,803 -83%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2K -$113 -21 -6%
GT
172
Glenmede Trust
Pennsylvania
$2K
RIA
173
Regal Investment Advisors
Michigan
$2K
SSG
174
Summit Securities Group
New York
$2K
ECM
175
Exchange Capital Management
Michigan
$2K +$2.44K +452 New

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.