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174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
151
Zions Bancorporation
Utah
$7K -$985 -231 -11%
BCM
152
Blume Capital Management
California
$7K
Barclays
153
Barclays
United Kingdom
$6K -$153K -35,866 -96%
LIA
154
LS Investment Advisors
Michigan
$6K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$5K -$11.3K -2,658 -70%
S
156
SignatureFD
Georgia
$5K +$827 +194 +19%
CG
157
Cutler Group
California
$5K +$6.13K +1,437 New
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$4.33K +$102 +24 +2%
NFG
159
Next Financial Group
Texas
$4K -$10.1K -2,365 -68%
WT
160
Whittier Trust
California
$4K -$1.31K -308 -21%
BAM
161
Brave Asset Management
New Jersey
$4K
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$3K
TFA
163
Transamerica Financial Advisors
Florida
$3K
PCP
164
Proficio Capital Partners
Massachusetts
$3K +$2.73K +641 New
AF
165
Allworth Financial
California
$2K
CCS
166
Crosspoint Capital Strategies
California
$2K +$1.36K +319 New
MWM
167
MinichMacGregor Wealth Management
New York
$2K +$1.72K +403 New
TRCT
168
Tower Research Capital (TRC)
New York
$2K +$1.78K +417 New
MWP
169
MYCIO Wealth Partners
Pennsylvania
$1K -$1.36K -320 -59%
BIM
170
BlackRock Investment Management
Delaware
$1K
FNBT
171
FineMark National Bank & Trust
Florida
$1K
FIB
172
First Interstate Bank
Montana
$1K
WTC
173
WhitTier Trust Company
Nevada
$1K +$1.32K +309 New
TGI
174
Tradewinds Global Investors
California
-$17.1M -4,125,723 Closed
OMC
175
Old Mission Capital
Illinois
-$569K -137,558 Closed

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.