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182 hedge funds and large institutions have $971M invested in Aegon in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174182 (+8)

0.31% more ownership

Funds ownership: 11.12%11.44% (+0.31%)

6% less capital invested

Capital invested by funds: $1.03B → $971M (-$57.8M)

61% less call options, than puts

Call options by funds: $34K | Put options by funds: $88K

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
64
Reduced
46
Closed
17
Calls
$34K
Puts
$88K
Net Calls
-$54K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
MSI Financial Services
Massachusetts
$10K
CGT
152
Capital Guardian Trust
California
$10K +$9.37K +2,422 New
CPA
153
Cowen Prime Advisors
New York
$8K
NSIM
154
North Star Investment Management
Illinois
$8K
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$8K
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$1.58K -408 -18%
BCM
157
Blume Capital Management
California
$7K
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$7K +$7K +1,809 New
WC
159
Whitnell & Co
Illinois
$6K +$6.19K +1,600 New
LIA
160
LS Investment Advisors
Michigan
$5K
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$4.2K
BAM
162
Brave Asset Management
New Jersey
$4K
WT
163
Whittier Trust
California
$4K
Simplex Trading
164
Simplex Trading
Illinois
$4K +$4.33K +1,119 New
QCG
165
Quadrant Capital Group
Ohio
$4K +$5.99K +1,549 +717%
NFG
166
Next Financial Group
Texas
$3K -$1.08K -279 -25%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$3K
TFA
168
Transamerica Financial Advisors
Florida
$3K
AF
169
Allworth Financial
California
$2K
MWP
170
MYCIO Wealth Partners
Pennsylvania
$2K +$317 +82 +36%
BIM
171
BlackRock Investment Management
Delaware
$2K +$1.61K +415 +237%
WTB
172
Washington Trust Bank
Washington
$2K +$1.67K +431 New
WA
173
Winfield Associates
Ohio
$2K +$1.72K +445 New
KT
174
Kanaly Trust
Texas
$2K +$1.95K +505 +656%
AIM
175
Anchor Investment Management
South Carolina
$1.01K +$990 +256 New

AEG Hedge Fund Activity: Q1 2016 in Review

182 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2016, worth a combined $971M — down 5.6% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 17 closed out — a net gain of 10 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $21M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $8.39M sold.

  • 182 institutional investors held Aegon (AEG) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $971M of Aegon stock for Q1 2016, down 5.6% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2016 and 17 closed out, a net change of +10 holders.
  • The largest Aegon buyer in Q1 2016 was Cambiar Investors, an estimated $21M added.
  • The largest Aegon seller in Q1 2016 was Arrowstreet Capital, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2016.