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Aegon
AEG

197 hedge funds and large institutions have $432M invested in Aegon in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $660K

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

0.29% more ownership

Funds ownership: 8.64% → 8.93% (+0.29%)

4% less funds holding

Funds holding: 205 → 197 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

43% less capital invested

Capital invested by funds: $760M → $432M (-$328M)

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
67
Reduced
47
Closed
35
Calls
$1.14M
Puts
$660K
Net Calls
+$482K
Net Calls Change
-$1.93M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5.9M
2
RJA
Raymond James & Associates
Florida
+$5.16M
3
PPA
Parametric Portfolio Associates
Washington
+$3.75M
4
Goldman Sachs
Goldman Sachs
New York
+$2.75M
5
Bank of America
Bank of America
North Carolina
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.36M
2
Jane Street
Jane Street
New York
-$1.36M
3
SS
Sunbelt Securities
Texas
-$1.12M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$946K
5
Morgan Stanley
Morgan Stanley
New York
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
ZB
152
Zions Bancorporation
Utah
$6K +$6.58K +1,975 +304%
EI
153
Ellevest Inc
New York
$6K +$7.87K +2,360 +6,743%
JP Morgan Chase
154
JP Morgan Chase
New York
$5K +$6.64K +1,994 +456%
Barclays
155
Barclays
United Kingdom
$5K +$7.82K +2,347 New
APA
156
American Portfolios Advisors
New York
$4.49K – – –
VCP
157
Verus Capital Partners
Arizona
$4K – – –
VFA
158
Valeo Financial Advisors
Indiana
$4K +$80 +24 +2%
GAM
159
Gemmer Asset Management
California
$4K +$6.05K +1,814 New
PB
160
Pinnacle Bancorp
Nebraska
$3K – – –
CCA
161
Column Capital Advisors
Indiana
$3K +$4.12K +1,237 New
AF
162
Allworth Financial
California
$2K – – –
BWM
163
BerganKDV Wealth Management
Minnesota
$2K – – –
SF
164
Synovus Financial
Georgia
$2K +$760 +228 +46%
NSIM
165
North Star Investment Management
Illinois
$2K +$973 +292 +38%
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$976 +293 +59%
CA
167
Clearstead Advisors
Ohio
$2K +$2.27K +681 New
KFS
168
Kelly Financial Services
Massachusetts
$1.21K – – –
AIC
169
Ameritas Investment Company
Nebraska
$1K -$310 -93 -20%
CBT
170
Capital Bank & Trust
California
$1K – – –
FWM
171
FSA Wealth Management
Massachusetts
$1K – – –
KPW
172
Kore Private Wealth
New York
$1K – – –
LWA
173
Lenox Wealth Advisors
New York
$1K – – –
SIC
174
Salem Investment Counselors
North Carolina
$1K – – –
PCG
175
Private Capital Group
Connecticut
$1K +$223 +67 +24%
5 6
7
8 9

AEG Hedge Fund Activity: Q1 2020 in Review

197 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2020, worth a combined $432M — down 43% from $760M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 30 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 67 added.

The largest buyer was Aperio Group, adding an estimated $5.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.36M sold.

  • 197 institutional investors held Aegon (AEG) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $432M of Aegon stock for Q1 2020, down 43% quarter-over-quarter.
  • 30 funds opened new Aegon positions in Q1 2020 and 35 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q1 2020 was Aperio Group, an estimated $5.9M added.
  • The largest Aegon seller in Q1 2020 was Old Mission Capital, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2020.