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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
151
Ledyard National Bank
$43K
CA
152
Claro Advisors
Massachusetts
$39K +$35K +7,166 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$38K -$53.5K -10,965 -53%
SSB
154
Sandy Spring Bank
Maryland
$37K
QCG
155
Quadrant Capital Group
Ohio
$35K -$45.5K -9,335 -49%
DWM
156
Destination Wealth Management
California
$34K
CFA
157
Carroll Financial Associates
North Carolina
$32K
LWA
158
Lenox Wealth Advisors
New York
$30K
SHJ
159
Sharkey, Howes & Javer
Colorado
$25K
MOS
160
MGO One Seven
Ohio
$25K +$30.6K +6,277 New
LFA
161
Legacy Financial Advisors
Kentucky
$23K
GWM
162
Geneos Wealth Management
Colorado
$23K +$571 +117 +2%
CFG
163
CKW Financial Group
Hawaii
$22K
FCA
164
FinTrust Capital Advisors
South Carolina
$22K +$27.5K +5,645 New
EI
165
Ellevest Inc
New York
$20K +$4.44K +911 New
ME
166
McIlrath & Eck
Washington
$19K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$18K -$3.6K -738 -14%
HNB
168
Huntington National Bank
Ohio
$18K
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$17K -$49K -10,045 -70%
WT
170
Whittier Trust
California
$17K +$19.3K +3,953 +971%
CCM
171
Covington Capital Management
California
$16K +$19.4K +3,969 New
LC
172
Lindbrook Capital
California
$16K +$20.4K +4,173 New
IA
173
IFP Advisors
Florida
$15K -$12.3K -2,522 -40%
JP Morgan Chase
174
JP Morgan Chase
New York
$15K +$307 +63 +2%
PA
175
Parallel Advisors
California
$13K -$20.6K -4,226 -55%

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.