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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$60K +$9.24K +1,862 +15%
State Street
152
State Street
Massachusetts
$59K -$1.41K -285 -2%
BC
153
Bridgefront Capital
Texas
$58K -$15.3K -3,087 -19%
FIM
154
Fruth Investment Management
Texas
$53K -$1.08K -218 -2%
LC
155
Lindbrook Capital
California
$53K +$2.46K +495 +4%
BSW
156
Buckingham Strategic Wealth
Missouri
$52K +$60.2K +12,123 New
EVM
157
Evelyn V. Moreno
$51K -$1.26K -255 -2%
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$50K -$90.9K -18,311 -61%
RJT
159
Raymond James Trust
Florida
$48K -$1.2K -241 -2%
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$47K +$54.2K +10,932 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$46K -$4.32K -871 -8%
JWA
162
JFS Wealth Advisors
Pennsylvania
$41K -$610 -123 -1%
BTI
163
Blue Trust Inc
Georgia
$38K +$36.5K +7,351 New
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9K -$834 -168 -2%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$32K +$9.21K +1,856 +34%
TWM
166
Tradition Wealth Management
Minnesota
$29K -$724 -146 -2%
SSB
167
Sandy Spring Bank
Maryland
$26K -$650 -131 -2%
CFG
168
CKW Financial Group
Hawaii
$26K -$640 -129 -2%
SSG
169
Summit Securities Group
New York
$26K +$30K +6,040 New
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$605 -122 -2%
CFGS
171
Concourse Financial Group Securities
Alabama
$24K +$27.4K +5,526 New
SWM
172
SeaCrest Wealth Management
New York
$23K +$26.2K +5,287 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$22.4K -$541 -109 -2%
BC
174
Bartlett & Co
Ohio
$22K -$541 -109 -2%
WT
175
Whittier Trust
California
$21K -$516 -104 -2%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.