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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
151
American Portfolios Advisors
New York
$5.3K
Barclays
152
Barclays
United Kingdom
$5K -$1.65K -672 -29%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$5K +$4.69K +1,909 New
CAN
154
Cetera Advisor Networks
California
$5K +$4.95K +2,015 New
ZB
155
Zions Bancorporation
Utah
$4K -$2.63K -1,069 -41%
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.55K +631 +80%
VFA
157
Valeo Financial Advisors
Indiana
$3K -$1.08K -438 -31%
NSIM
158
North Star Investment Management
Illinois
$3K
PB
159
Pinnacle Bancorp
Nebraska
$3K
NIT
160
NumerixS Investment Technologies
British Columbia, Canada
$3K +$2.4K +975 New
CA
161
Clearstead Advisors
Ohio
$2K
FWM
162
FSA Wealth Management
Massachusetts
$2K
FRA
163
Front Row Advisors
California
$2K +$5 +2 +0.4%
SPIA
164
Steward Partners Investment Advisory
New York
$2K +$369 +150 +37%
BCA
165
Berman Capital Advisors
Georgia
$2K +$1.74K +709 +218%
PAG
166
Private Advisor Group
New Jersey
$2K +$2.25K +915 New
KFS
167
Kelly Financial Services
Massachusetts
$1.43K
BWM
168
BerganKDV Wealth Management
Minnesota
$1K -$1.62K -660 -70%
AF
169
Allworth Financial
California
$1K -$769 -313 -46%
SF
170
Synovus Financial
Georgia
$1K -$560 -228 -31%
KPW
171
Kore Private Wealth
New York
$1K
LWA
172
Lenox Wealth Advisors
New York
$1K
MA
173
MCF Advisors
Kentucky
$1K
PCG
174
Private Capital Group
Connecticut
$1K
TL
175
TrueWealth LLC
Georgia
$1K

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.