We are live on ! Find out more

210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenview Trust
Kentucky
$62K +$54.1K +14,533 New
APP
152
Avantax Planning Partners
Iowa
$62K +$54.5K +14,636 New
BCM
153
BTC Capital Management
Iowa
$61K
Simplex Trading
154
Simplex Trading
Illinois
$61K +$20.9K +5,623 +64%
AT
155
Arden Trust
Delaware
$57K +$50.2K +13,474 New
Geode Capital Management
156
Geode Capital Management
Massachusetts
$55K +$48.6K +13,062 New
Citigroup
157
Citigroup
New York
$54K -$3.03K -813 -6%
LNB
158
Ledyard National Bank
$51K +$823 +221 +2%
Walleye Trading
159
Walleye Trading
New York
$48K -$352K -94,635 -89%
PCP
160
Proficio Capital Partners
Massachusetts
$48K +$9.25K +2,485 +28%
IA
161
IFP Advisors
Florida
$46K +$7.02K +1,887 +21%
Barclays
162
Barclays
United Kingdom
$42K +$8.02K +2,155 +28%
IDBONY
163
Israel Discount Bank of New York
New York
$30K +$26.6K +7,150 New
AssetMark Inc
164
AssetMark Inc
California
$29K -$2.72K -730 -10%
GWM
165
Geneos Wealth Management
Colorado
$28K +$34 +9 +0.1%
CFG
166
CKW Financial Group
Hawaii
$27K
SHJ
167
Sharkey, Howes & Javer
Colorado
$25K +$4.84K +1,300 New
PCM
168
Prelude Capital Management
New York
$25K +$21.8K +5,850 New
BTIS
169
BB&T Investment Services
North Carolina
$24K +$20.2K +5,434 New
PA
170
Parallel Advisors
California
$22K +$19.1K +5,136 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$18K +$16.4K +4,395 New
CFA
172
Carroll Financial Associates
North Carolina
$15K
QCG
173
Quadrant Capital Group
Ohio
$15K +$540 +145 +4%
HR
174
Howe & Rusling
New York
$15K +$3.27K +879 +33%
TDC
175
Thompson Davis & Co
Virginia
$14K

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.