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Aegon
AEG

182 hedge funds and large institutions have $881M invested in Aegon in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

0.04% less ownership

Funds ownership: 9.09% → 9.05% (-0.04%)

9% less capital invested

Capital invested by funds: $971M → $881M (-$89.3M)

11% less call options, than puts

Call options by funds: $392K | Put options by funds: $438K

12% less funds holding

Funds holding: 206 → 182 (-24)

62% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 39

Holders
182
Holders Change
-24
Holders Change %
-11.65%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
64
Reduced
46
Closed
39
Calls
$392K
Puts
$438K
Net Calls
-$46K
Net Calls Change
-$530K

Top Buyers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
+$6.46M
2
Millennium Management
Millennium Management
New York
+$4.14M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.06M
4
Goldman Sachs
Goldman Sachs
New York
+$1.73M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$559K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$25M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.79M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.65M
4
RJA
Raymond James & Associates
Florida
-$3.56M
5
PMG
Private Management Group
California
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$4.42K -$639K -123,952 -99%
EWA
152
EverSource Wealth Advisors
Alabama
$4.17K – – –
BIA
153
Bell Investment Advisors
California
$3.68K -$768 -149 -16%
AAP
154
Arax Advisory Partners
Colorado
$3.56K +$103 +20 +3%
PB
155
Pinnacle Bancorp
Nebraska
$3.49K – – –
CT
156
Clearstead Trust
Maine
$3.02K – – –
CA
157
Clearstead Advisors
Ohio
$3.02K +$3.24K +628 New
Russell Investments Group
158
Russell Investments Group
United Kingdom
$2.97K -$141K -27,429 -98%
KFS
159
Kelly Financial Services
Massachusetts
$2.71K +$139 +27 +5%
WWP
160
WR Wealth Planners
Missouri
$2.63K – – –
JWA
161
JFS Wealth Advisors
Pennsylvania
$2.49K – – –
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$2.3K – – –
JEST
163
JTC Employer Solutions Trustee
Jersey
$2K – – –
GKIM
164
GW&K Investment Management
Massachusetts
$2K +$850 +165 +65%
SPIA
165
Steward Partners Investment Advisory
New York
$1.81K – – –
SJIM
166
St. Johns Investment Management
Florida
$1.7K – – –
JWM
167
Janiczek Wealth Management
Colorado
$1.59K – – –
IA
168
IFP Advisors
Florida
$1.52K – – –
CCA
169
Column Capital Advisors
Indiana
$1.49K – – –
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$1.39K – – –
HNB
171
Huntington National Bank
Ohio
$1.21K +$1.29K +251 +25,100%
AIM
172
Anchor Investment Management
South Carolina
$883 – – –
GI
173
Gradient Investments
Minnesota
$826 – – –
GRP
174
Global Retirement Partners
California
$804 -$3.55K -689 -80%
WT
175
Whittier Trust
California
$560 – – –
5 6
7
8 9

AEG Hedge Fund Activity: Q3 2023 in Review

182 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2023, worth a combined $881M — down 9.2% from $971M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AEG and 15 opened new positions — a net loss of 24 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Optiver Holding, adding an estimated $6.46M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $25M sold.

  • 182 institutional investors held Aegon (AEG) as of Q3 2023, down from 206 in Q2 2023.
  • Funds reported $881M of Aegon stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 15 funds opened new Aegon positions in Q3 2023 and 39 closed out, a net change of -24 holders.
  • The largest Aegon buyer in Q3 2023 was Optiver Holding, an estimated $6.46M added.
  • The largest Aegon seller in Q3 2023 was Dimensional Fund Advisors, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2023.