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Aegon
AEG

179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175 → 179 (+4)

0.21% less ownership

Funds ownership: 8.55% → 8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.55M
5
Morgan Stanley
Morgan Stanley
New York
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$29.5M
2
Charles Schwab
Charles Schwab
California
-$6.81M
3
OMC
Old Mission Capital
Illinois
-$2.5M
4
LSWM
Lorne Steinberg Wealth Management
Canada
-$2.08M
5
PPA
Parametric Portfolio Associates
Washington
-$759K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
151
Berman Capital Advisors
Georgia
$3K – – –
CA
152
Clearstead Advisors
Ohio
$3K – – –
HI
153
Harbour Investments
Wisconsin
$3K +$2.98K +711 New
PB
154
Pinnacle Bancorp
Nebraska
$3K +$3.3K +789 New
KFS
155
Kelly Financial Services
Massachusetts
$2.35K – – –
MAM
156
McCarthy Asset Management
California
$2K -$172 -41 -7%
BAM
157
Barrett Asset Management
New York
$2K – – –
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GAM
159
Gemmer Asset Management
California
$2K – – –
GWS
160
Glassman Wealth Services
Virginia
$2K +$339 +81 +22%
TRCT
161
Tower Research Capital (TRC)
New York
$2K +$2.07K +495 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$2K +$2.31K +551 New
CCA
163
Column Capital Advisors
Indiana
$1K – – –
IAIM
164
International Assets Investment Management
Florida
$1K – – –
VNA
165
Valley National Advisers
Pennsylvania
$1K – – –
ATC
166
Adirondack Trust Company
New York
$1K +$632 +151 New
ME
167
McIlrath & Eck
Washington
$1K +$766 +183 New
PCG
168
Private Capital Group
Connecticut
$1K +$1.08K +258 +385%
MWP
169
Meridian Wealth Partners
Pennsylvania
$1K +$1.4K +334 New
AIM
170
Anchor Investment Management
South Carolina
$870 – – –
Charles Schwab
171
Charles Schwab
California
– -$6.81M -1,869,551 Closed
LSWM
172
Lorne Steinberg Wealth Management
Canada
– -$2.08M -568,679 Closed
SIS
173
Susquehanna International Securities
Ireland
– -$549K -150,530 Closed
AWM
174
Accel Wealth Management
Iowa
– -$329K -78,573 -100%
SFS
175
Sowell Financial Services
Arkansas
– -$276K -75,663 Closed
4 5 6
7
8

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.