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184 hedge funds and large institutions have $1.32B invested in Aegon in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

16% more call options, than puts

Call options by funds: $227K | Put options by funds: $196K

11% more capital invested

Capital invested by funds: $1.19B → $1.32B (+$131M)

0.53% more ownership

Funds ownership: 10.69%11.21% (+0.53%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
41
Closed
24
Calls
$227K
Puts
$196K
Net Calls
+$31K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
151
Old National Bancorp
Indiana
$10K +$9.75K +1,862 New
M
152
MOTCO
Texas
$9K
TDC
153
Thompson Davis & Co
Virginia
$9K +$2.99K +572 +56%
LIA
154
LS Investment Advisors
Michigan
$8K
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$8K
WT
156
Whittier Trust
California
$8K
BAM
157
Brave Asset Management
New Jersey
$6K
MFS
158
MSI Financial Services
Massachusetts
$6K
SIA
159
Stancorp Investment Advisers
Oregon
$6K
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$5.92K +$5.66K +1,082 New
SEI Investments
161
SEI Investments
Pennsylvania
$5K +$84 +16 +2%
BPBT
162
Boston Private Bank & Trust
Massachusetts
$4K
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$4K
SF
164
Synovus Financial
Georgia
$4K
WRM
165
Westport Resources Management
Connecticut
$4K
SSB
166
Sandy Spring Bank
Maryland
$4K +$3.6K +688 New
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$3K -$13.4K -2,562 -82%
WCM
168
Wealthcare Capital Management
Virginia
$3K +$2.69K +515 New
S
169
SignatureFD
Georgia
$3K +$2.71K +518 New
FPFS
170
First Personal Financial Services
North Carolina
$2K
RIA
171
Regal Investment Advisors
Michigan
$2K
W
172
Wealthfront
California
$2K +$2.29K +437 New
AF
173
Allworth Financial
California
$2K +$2.37K +453 New
FNBT
174
FineMark National Bank & Trust
Florida
$1K -$11.4K -2,172 -89%
HNB
175
Huntington National Bank
Ohio
$1K -$2.96K -566 -72%

AEG Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2015, worth a combined $1.32B — up 11% from $1.19B a quarter earlier.

Fund positioning in AEG was balanced in Q1 2015: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $32.3M. The largest seller was Boston Advisors, exiting entirely with an estimated $8.15M sold.

  • 184 institutional investors held Aegon (AEG) as of Q1 2015, down from 187 in Q4 2014.
  • Funds reported $1.32B of Aegon stock for Q1 2015, up 11% quarter-over-quarter.
  • 24 funds opened new Aegon positions in Q1 2015 and 24 closed out, a net change of 0 holders.
  • The largest Aegon buyer in Q1 2015 was Allianz Asset Management, an estimated $32.3M added.
  • The largest Aegon seller in Q1 2015 was Boston Advisors, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2015.