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235 hedge funds and large institutions have $1.07B invested in Aegon in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $226K | Put options by funds: $82K

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

6% more funds holding

Funds holding: 221235 (+14)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.42M)

0.05% less ownership

Funds ownership: 9.63%9.58% (-0.05%)

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
89
Reduced
50
Closed
20
Calls
$226K
Puts
$82K
Net Calls
+$144K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$75.3K +$3.23K +511 +4%
BSW
152
Buckingham Strategic Wealth
Missouri
$74.4K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$74K -$6.42K -1,016 -8%
C
154
Certuity
Florida
$73K +$7.02K +1,111 +10%
TI
155
Tidal Investments
Wisconsin
$72.5K +$74.7K +11,826 New
RIL
156
Rothschild Investment LLC
Illinois
$71.5K +$62.6K +9,911 +566%
PP
157
PDS Planning
Ohio
$70K
GM
158
GeoWealth Management
Illinois
$69.7K +$71.8K +11,375 New
OL
159
Optas LLC
Texas
$68.6K +$442 +70 +0.6%
AA
160
Advisory Alpha
Michigan
$68.1K +$70.1K +11,105 New
CAAS
161
Capital Asset Advisory Services
Michigan
$67K +$67.8K +10,728 New
PWM
162
Perigon Wealth Management
California
$67K +$2.57K +407 +4%
AWM
163
Axxcess Wealth Management
California
$65.8K +$67.8K +10,728 New
IC
164
IEQ Capital
California
$64.9K +$2.85K +451 +4%
CP
165
Canopy Partners
Ohio
$64K
CH
166
Cromwell Holdings
Wyoming
$61.1K +$61.2K +9,692 New
Osaic Holdings
167
Osaic Holdings
Arizona
$57.1K +$9.27K +1,467 +19%
AF
168
Allworth Financial
California
$50.7K +$3.3K +522 +7%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$50.5K -$840 -133 -2%
BF
170
BOK Financial
Oklahoma
$49.6K
CFG
171
CKW Financial Group
Hawaii
$37K
EWA
172
EverSource Wealth Advisors
Alabama
$36.7K +$9.97K +1,579 +38%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$35K +$16.5K +2,606 +84%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K
WTC
175
WhitTier Trust Company
Nevada
$31.7K

AEG Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2024, worth a combined $1.07B — up 0.8% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEG positions and 20 closed out — a net gain of 17 holders — while 89 added to existing stakes and 50 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $51.6M. The largest seller was Dodge & Cox, cutting an estimated $45M.

  • 235 institutional investors held Aegon (AEG) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.07B of Aegon stock for Q2 2024, up 0.8% quarter-over-quarter.
  • 37 funds opened new Aegon positions in Q2 2024 and 20 closed out, a net change of +17 holders.
  • The largest Aegon buyer in Q2 2024 was Arrowstreet Capital, an estimated $51.6M added.
  • The largest Aegon seller in Q2 2024 was Dodge & Cox, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2024.