234 hedge funds and large institutions have $1.07B invested in Aegon in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
89
Reduced
50
Closed
20
Calls
$226K
Puts
$82K
Net Calls
+$144K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
151
Buckingham Strategic Wealth
Missouri
$74.4K
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$74K -$6.21K -1,016 -8%
C
153
Certuity
Florida
$73K +$6.81K +1,111 +10%
TI
154
Tidal Investments
Wisconsin
$72.5K +$72.5K +11,826 New
RIL
155
Rothschild Investment LLC
Illinois
$71.5K +$60.8K +9,911 +566%
PP
156
PDS Planning
Ohio
$70K
GM
157
GeoWealth Management
Illinois
$69.7K +$69.7K +11,375 New
OL
158
Optas LLC
Texas
$68.6K +$429 +70 +0.6%
AA
159
Advisory Alpha
Michigan
$68.1K +$68.1K +11,105 New
CAAS
160
Capital Asset Advisory Services
Michigan
$67.1K +$67.1K +10,728 New
PWM
161
Perigon Wealth Management
California
$67K +$2.5K +407 +4%
AWM
162
Axxcess Wealth Management
California
$65.8K +$65.8K +10,728 New
IC
163
IEQ Capital
California
$64.9K +$2.77K +451 +4%
CP
164
Canopy Partners
Ohio
$64K
VCP
165
Verus Capital Partners
Arizona
$61.3K +$61.3K +10,000 New
CH
166
Cromwell Holdings
Wyoming
$61.1K +$61.1K +9,692 New
Osaic Holdings
167
Osaic Holdings
Arizona
$57.1K +$9K +1,467 +19%
AF
168
Allworth Financial
California
$50.7K +$3.24K +522 +7%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$50.5K -$822 -133 -2%
BF
170
BOK Financial
Oklahoma
$49.6K
CFG
171
CKW Financial Group
Hawaii
$37K
EWA
172
EverSource Wealth Advisors
Alabama
$36.7K +$10.2K +1,579 +38%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$35K +$15.9K +2,606 +84%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K
WTC
175
WhitTier Trust Company
Nevada
$31.7K