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176 hedge funds and large institutions have $728M invested in Aegon in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 11.44%11.33% (-0.1%)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

25% less capital invested

Capital invested by funds: $971M → $728M (-$243M)

50% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 101

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $234K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
101
Closed
27
Calls
$2K
Puts
$234K
Net Calls
-$232K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$6K -$244 -65 -3%
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$218 -58 -3%
ZB
153
Zions Bancorporation
Utah
$4K -$4.62K -1,228 -48%
WC
154
Whitnell & Co
Illinois
$4K -$812 -216 -14%
LIA
155
LS Investment Advisors
Michigan
$4K -$165 -44 -3%
WTB
156
Washington Trust Bank
Washington
$4K +$2.82K +750 +174%
TRCT
157
Tower Research Capital (TRC)
New York
$4K +$5.57K +1,481 New
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$3.06K -$128 -34 -3%
WT
159
Whittier Trust
California
$3K -$139 -37 -3%
Barclays
160
Barclays
United Kingdom
$2K -$1.96M -520,984 -100%
KT
161
Kanaly Trust
Texas
$2K -$71 -19 -3%
WA
162
Winfield Associates
Ohio
$2K +$680 +181 +41%
TCOV
163
Trust Company of Vermont
Vermont
$2K +$2.23K +592 New
BIM
164
BlackRock Investment Management
Delaware
$1K -$1.58K -420 -71%
MWP
165
MYCIO Wealth Partners
Pennsylvania
$1K -$335 -89 -29%
AF
166
Allworth Financial
California
$1K -$53 -14 -3%
FIB
167
First Interstate Bank
Montana
$1K -$38 -10 -3%
WTC
168
WhitTier Trust Company
Nevada
$1K -$38 -10 -3%
FNBT
169
FineMark National Bank & Trust
Florida
$1K -$30 -8 -3%
MRCM
170
M&R Capital Management
New Jersey
$1K +$2.1K +560 New
AIM
171
Anchor Investment Management
South Carolina
$738 -$30 -8 -3%
AT
172
Arden Trust
Delaware
$155 +$26.7K +7,092 +16%
EGA
173
Eagle Global Advisors
Texas
-$1.44M -364,502 Closed
Jane Street
174
Jane Street
New York
-$720K -182,106 Closed
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
-$637K -161,040 Closed

AEG Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2016, worth a combined $728M — down 25% from $971M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AEG and 22 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $7.72M. The largest seller was Allianz Asset Management, cutting an estimated $7.97M.

  • 176 institutional investors held Aegon (AEG) as of Q2 2016, down from 182 in Q1 2016.
  • Funds reported $728M of Aegon stock for Q2 2016, down 25% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q2 2016 and 27 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q2 2016 was Brandes Investment Partners, an estimated $7.72M added.
  • The largest Aegon seller in Q2 2016 was Allianz Asset Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2016.