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185 hedge funds and large institutions have $809M invested in Aegon in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $819K | Put options by funds: $166K

26% more capital invested

Capital invested by funds: $642M → $809M (+$167M)

0.05% more ownership

Funds ownership: 7.86%7.91% (+0.05%)

2% less funds holding

Funds holding: 189185 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 109

Holders
185
Holders Change
-4
Holders Change %
-2.12%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
109
Closed
25
Calls
$819K
Puts
$166K
Net Calls
+$653K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$8K -$139 -32 -2%
ZB
152
Zions Bancorporation
Utah
$8K -$139 -32 -2%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$8K -$130 -30 -2%
NSIM
154
North Star Investment Management
Illinois
$5K -$87 -20 -2%
GWSG
155
GPS Wealth Strategies Group
Colorado
$4K -$65 -15 -2%
PB
156
Pinnacle Bancorp
Nebraska
$4K -$65 -15 -2%
AF
157
Allworth Financial
California
$4K +$65 +15 +2%
BCA
158
Berman Capital Advisors
Georgia
$4K +$186 +43 +5%
LWP
159
Laurel Wealth Planning
Minnesota
$4K +$3.31K +764 New
GRP
160
Global Retirement Partners
California
$3K -$29.8K -6,878 -91%
HI
161
Harbour Investments
Wisconsin
$3K -$56 -13 -2%
CA
162
Clearstead Advisors
Ohio
$3K -$52 -12 -2%
GAM
163
Gemmer Asset Management
California
$3K -$43 -10 -2%
MAM
164
McCarthy Asset Management
California
$3K -$43 -10 -2%
BIA
165
Bell Investment Advisors
California
$3K +$2.89K +668 New
KFS
166
Kelly Financial Services
Massachusetts
$2.62K -$7.14K -1,649 -75%
SPIA
167
Steward Partners Investment Advisory
New York
$2K -$35 -8 -2%
MCM
168
Manchester Capital Management
Vermont
$2K -$30 -7 -2%
BAM
169
Barrett Asset Management
New York
$2K -$26 -6 -2%
CCA
170
Column Capital Advisors
Indiana
$2K -$26 -6 -2%
SJIM
171
St. Johns Investment Management
Florida
$2K +$1.6K +370 New
AIM
172
Anchor Investment Management
South Carolina
$1.98K +$910 +210 +107%
PCG
173
Private Capital Group
Connecticut
$1K -$134 -31 -10%
VNA
174
Valley National Advisers
Pennsylvania
$1K -$9 -2 -2%
FHA
175
First Horizon Advisors
Tennessee
$1K +$901 +208 New

AEG Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2021, worth a combined $809M — up 26% from $642M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AEG and 21 opened new positions — a net loss of 4 holders — while 109 trimmed existing stakes and 51 added.

The largest buyer was Arrowstreet Capital, adding an estimated $6.06M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.89M sold.

  • 185 institutional investors held Aegon (AEG) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $809M of Aegon stock for Q3 2021, up 26% quarter-over-quarter.
  • 21 funds opened new Aegon positions in Q3 2021 and 25 closed out, a net change of -4 holders.
  • The largest Aegon buyer in Q3 2021 was Arrowstreet Capital, an estimated $6.06M added.
  • The largest Aegon seller in Q3 2021 was Old Mission Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2021.