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232 hedge funds and large institutions have $1.11B invested in Aegon in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 149 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

5% more funds holding

Funds holding: 221232 (+11)

4% more capital invested

Capital invested by funds: $1.07B → $1.11B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 10.31%9.61% (-0.7%)

70% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 149

86% less call options, than puts

Call options by funds: $182K | Put options by funds: $1.32M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
44
Reduced
149
Closed
25
Calls
$182K
Puts
$1.32M
Net Calls
-$1.14M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K -$2.23K -428 -3%
GRP
152
Global Retirement Partners
California
$87K -$2.22K -427 -3%
VFA
153
Voya Financial Advisors
Connecticut
$86K +$79.6K +15,311 New
NFG
154
Nations Financial Group
Iowa
$82K -$733 -141 -0.9%
IFAM
155
Institutional & Family Asset Management
Colorado
$81K -$14K -2,693 -16%
Creative Planning
156
Creative Planning
Kansas
$80K +$7.19K +1,384 +10%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$79K -$15.3K -2,949 -17%
FWCM
158
Ferguson Wellman Capital Management
Oregon
$79K -$2.01K -387 -3%
LSAG
159
Lake Street Advisors Group
New Hampshire
$78K -$14.7K -2,827 -17%
JWA
160
JFS Wealth Advisors
Pennsylvania
$74K -$16 -3 -0%
PVWM
161
Point View Wealth Management
New Jersey
$74K +$70.2K +13,504 New
RFC
162
Regions Financial Corp
Alabama
$70K -$9.87K -1,898 -13%
TAM
163
Tocqueville Asset Management
New York
$66K -$32.3K -6,216 -34%
SWM
164
SeaCrest Wealth Management
New York
$63K -$1.33K -256 -2%
GT
165
Glenmede Trust
Pennsylvania
$61K +$57.8K +11,126 New
LNB
166
Ledyard National Bank
$59K -$1.52K -292 -3%
ZB
167
Zions Bancorporation
Utah
$57K +$53.8K +10,353 New
SSB
168
Sandy Spring Bank
Maryland
$51K -$1.31K -252 -3%
CAGAS
169
Capital Advisory Group Advisory Services
Minnesota
$49K +$17K +3,279 +56%
DWM
170
Destination Wealth Management
California
$47K -$1.21K -232 -3%
PCP
171
Proficio Capital Partners
Massachusetts
$43K +$3.24K +623 +9%
LWA
172
Lenox Wealth Advisors
New York
$42K -$30.4K -5,857 -44%
CFA
173
Carroll Financial Associates
North Carolina
$42K -$1.08K -207 -3%
PA
174
Parallel Advisors
California
$42K +$1.11K +214 +3%
Barclays
175
Barclays
United Kingdom
$41K -$40K -7,694 -51%

AEG Hedge Fund Activity: Q3 2018 in Review

232 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2018, worth a combined $1.11B — up 4.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 25 closed out — a net gain of 11 holders — while 44 added to existing stakes and 149 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $7.55M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 232 institutional investors held Aegon (AEG) as of Q3 2018, up from 221 in Q2 2018.
  • Funds reported $1.11B of Aegon stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q3 2018 was Arrowstreet Capital, an estimated $7.55M added.
  • The largest Aegon seller in Q3 2018 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2018.