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Aegon
AEG

Overview Fund Activity

214 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26M
3
PE
3
Point72 Europe
United Kingdom
$4.12M
4
BIP
4
Brandes Investment Partners
California
$11.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
PMG
2
Private Management Group
California
$8.53M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.6M
4
Millennium Management
4
Millennium Management
New York
$1.65M
5
Optiver Holding
5
Optiver Holding
Netherlands
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$56.2K +$29 +5 +0.1%
AF
152
Allworth Financial
California
$47.2K – – –
TWM
153
Tradition Wealth Management
Minnesota
$39K – – –
CFG
154
CKW Financial Group
Hawaii
$34K – – –
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K – – –
WTC
156
WhitTier Trust Company
Nevada
$29.7K – – –
BC
157
Bartlett & Co
Ohio
$29K – – –
BCWM
158
Bartlett & Co Wealth Management
Ohio
$28.9K – – –
BL
159
BFSG LLC
California
$25.7K -$142K -24,591 -85%
Citigroup
160
Citigroup
New York
$25.7K -$1.76K -305 -6%
BIA
161
Bell Investment Advisors
California
$24.8K +$20.4K +3,535 +461%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$21.1K +$21.1K +3,658 New
GWS
163
Glassman Wealth Services
Virginia
$20.3K +$20.3K +3,526 New
CFGS
164
Concourse Financial Group Securities
Alabama
$17.2K +$17.2K +2,982 New
UB
165
UMB Bank
Missouri
$15.7K -$2.01K -349 -11%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.8K +$13.8K +2,380 New
NA
167
NewEdge Advisors
Louisiana
$13.2K +$13.1K +2,280 +38,000%
ASN
168
Advisory Services Network
Georgia
$12.5K +$12.5K +2,162 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.65K -298 -12%
TSWM
170
Tyler-Stone Wealth Management
Ohio
$11.5K – – –
HI
171
Harbour Investments
Wisconsin
$11K +$11K +1,907 New
ZB
172
Zions Bancorporation
Utah
$9.83K – – –
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$9.79K – – –
PS
174
Principal Securities
Iowa
$8.63K +$8.63K +1,499 New
WIA
175
Wetzel Investment Advisors
Indiana
$8K +$8K +1,330 New
5 6
7
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