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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
151
IEQ Capital
California
$61.3K +$59K +10,137 New
FOA
152
Five Oceans Advisors
California
$61.3K -$35 -6 -0.1%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$49.9K +$48.3K +8,297 New
BF
154
BOK Financial
Oklahoma
$48.6K -$12.6K -2,161 -21%
Osaic Holdings
155
Osaic Holdings
Arizona
$47.5K -$73.7K -12,664 -62%
AF
156
Allworth Financial
California
$46.3K -$3.15K -541 -7%
CFG
157
CKW Financial Group
Hawaii
$35K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K
WTC
159
WhitTier Trust Company
Nevada
$31.2K
BCWM
160
Bartlett & Co Wealth Management
Ohio
$30.3K
Simplex Trading
161
Simplex Trading
Illinois
$28K +$27K +4,633 New
BIA
162
Bell Investment Advisors
California
$26K
EWA
163
EverSource Wealth Advisors
Alabama
$25.4K +$16.9K +2,905 +240%
Citigroup
164
Citigroup
New York
$25.4K -$1.55K -267 -6%
BTI
165
Blue Trust Inc
Georgia
$24.1K -$47.1K -8,087 -67%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$285 +49 +1%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$19.6K +$18.9K +3,244 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$19K +$5.57K +956 +44%
CFGS
169
Concourse Financial Group Securities
Alabama
$18K
PWA
170
Provenance Wealth Advisors
Florida
$17.5K +$16.9K +2,900 New
GI
171
GAMMA Investing
California
$17.2K +$9.65K +1,658 +141%
UB
172
UMB Bank
Missouri
$16.5K
NA
173
NewEdge Advisors
Louisiana
$16.1K +$2.18K +374 +16%
LWCFA
174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.4K
AWM
175
Avior Wealth Management
Nebraska
$14K +$13.5K +2,311 New

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.