229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
151
Pathstone Family Office
New Jersey
$55.9K -$233K -48,978 -81%
WAG
152
Wallace Advisory Group
California
$55.4K +$55.4K +12,883 New
MOS
153
MGO One Seven
Ohio
$55.2K -$1.51K -352 -3%
CAAS
154
Capital Asset Advisory Services
Michigan
$52.6K -$26.4K -6,150 -33%
QT
155
Quantbot Technologies
New York
$52K -$73.5K -17,092 -59%
OBWG
156
Onyx Bridge Wealth Group
New York
$51K +$51K +11,850 New
EVM
157
Evelyn V. Moreno
$50.3K
Charles Schwab
158
Charles Schwab
California
$49.1K +$5.96K +1,386 +14%
RJT
159
Raymond James Trust
Florida
$49K +$1.47K +341 +3%
AWAU
160
Alliance Wealth Advisors (Utah)
Utah
$48.2K +$3.83K +890 +9%
RVPG
161
Relative Value Partners Group
$47.3K
IA
162
IFP Advisors
Florida
$46.8K -$87.4K -9,926 -65%
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$46K -$138 -32 -0.3%
Jane Street
164
Jane Street
New York
$45.7K -$331K -76,900 -88%
GT
165
Glenview Trust
Kentucky
$45.5K +$45.5K +10,577 New
PP
166
PDS Planning
Ohio
$45.2K +$45.2K +10,519 New
FOA
167
Five Oceans Advisors
California
$43.5K -$26 -6 -0.1%
AWM
168
Angeles Wealth Management
California
$43K -$4.43K -1,030 -9%
QCM
169
Quantinno Capital Management
New York
$43K -$119 -28 -0.3%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$42.3K -$27.9K -6,481 -40%
SWM
171
Spire Wealth Management
Virginia
$38.5K +$13.2K +3,078 +52%
BAM
172
Belpointe Asset Management
Nevada
$37.1K +$35.9K +8,360 +3,155%
BF
173
BOK Financial
Oklahoma
$34.8K -$25K -5,823 -42%
FCA
174
Fortis Capital Advisors
Kansas
$34.2K +$34.2K +7,950 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K