We are live on ! Find out more

228 hedge funds and large institutions have $975M invested in Aegon in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $793M → $975M (+$183M)

6% more funds holding

Funds holding: 215228 (+13)

0.13% less ownership

Funds ownership: 9.53%9.39% (-0.13%)

23% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 79

69% less call options, than puts

Call options by funds: $553K | Put options by funds: $1.77M

Holders
228
Holders Change
+13
Holders Change %
+6.05%
% of All Funds
3.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
61
Reduced
79
Closed
16
Calls
$553K
Puts
$1.77M
Net Calls
-$1.22M
Net Calls Change
-$547K
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
151
Ground Swell Capital
South Carolina
$63.7K +$58.5K +12,632 New
PA
152
Parallel Advisors
California
$63.1K -$14K -3,017 -19%
EVM
153
Evelyn V. Moreno
$58.9K
VF
154
Virtu Financial
New York
$57K -$232K -50,040 -82%
BSW
155
Buckingham Strategic Wealth
Missouri
$56.1K -$2.81K -606 -5%
RJT
156
Raymond James Trust
Florida
$56K
AWM
157
Angeles Wealth Management
California
$55.6K +$51.1K +11,033 New
RVPG
158
Relative Value Partners Group
$55.4K
TSS
159
Two Sigma Securities
New York
$55.3K +$50.8K +10,976 New
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$54K -$22.7K -4,910 -31%
VCP
161
Verus Capital Partners
Arizona
$52.9K -$3.47K -750 -7%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$52K +$47.8K +10,315 New
BCM
163
Bayesian Capital Management
New York
$51.4K +$47.2K +10,200 New
FOA
164
Five Oceans Advisors
California
$51K +$102 +22 +0.2%
QCM
165
Quantinno Capital Management
New York
$51K -$53K -11,449 -53%
Charles Schwab
166
Charles Schwab
California
$50.5K +$46.4K +10,027 New
FIM
167
Fruth Investment Management
Texas
$50K
TRCT
168
Tower Research Capital (TRC)
New York
$39K +$22.8K +4,920 +170%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39K
BTI
170
Blue Trust Inc
Georgia
$38K -$4.7K -1,014 -9%
TWM
171
Tradition Wealth Management
Minnesota
$34K
CFG
172
CKW Financial Group
Hawaii
$30K
SWM
173
Spire Wealth Management
Virginia
$30K
Citigroup
174
Citigroup
New York
$26.3K +$6.7K +1,446 +38%
WTC
175
WhitTier Trust Company
Nevada
$26K +$23.9K +5,164 New

AEG Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2022, worth a combined $975M — up 23% from $793M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 16 closed out — a net gain of 20 holders — while 61 added to existing stakes and 79 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $13M. The largest seller was Dodge & Cox, cutting an estimated $12.6M.

  • 228 institutional investors held Aegon (AEG) as of Q4 2022, up from 215 in Q3 2022.
  • Funds reported $975M of Aegon stock for Q4 2022, up 23% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest Aegon buyer in Q4 2022 was Wellington Management Group, an estimated $13M added.
  • The largest Aegon seller in Q4 2022 was Dodge & Cox, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.