We are live on ! Find out more

254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
151
Clarius Group LLC
Washington
$80.5K
CCA
152
Checchi Capital Advisers
California
$80K
FFP
153
FourThought Financial Partners
Florida
$79.3K +$84.4K +13,458 New
State Street
154
State Street
Massachusetts
$77.1K
GM
155
GeoWealth Management
Illinois
$76.8K +$29.6K +4,721 +57%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$75.3K -$3.54K -565 -4%
RIL
157
Rothschild Investment LLC
Illinois
$71.1K -$3.44K -549 -4%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$70.9K -$19.8K -3,161 -21%
C
159
Certuity
Florida
$69.8K +$7.77K +1,240 +12%
AWAU
160
Alliance Wealth Advisors (Utah)
Utah
$67.8K +$72.2K +11,512 New
PP
161
PDS Planning
Ohio
$67.3K
PWM
162
Perigon Wealth Management
California
$66.1K -$339 -54 -0.5%
SA
163
Sanctuary Advisors
Indiana
$66.1K -$51.1K -8,157 -45%
LC
164
Lindbrook Capital
California
$66K
AA
165
Advisory Alpha
Michigan
$65.4K +$5.71K +910 +9%
CAAS
166
Capital Asset Advisory Services
Michigan
$64.9K +$1.16K +185 +2%
WA
167
Waverly Advisors
Alabama
$64.8K +$69K +11,000 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$63K -$2.88K -459 -4%
M&T Bank
169
M&T Bank
New York
$62.8K +$107 +17 +0.2%
AWM
170
Axxcess Wealth Management
California
$62.7K -$658 -105 -1%
BMCM
171
Burns Matteson Capital Management
New York
$62.4K -$1.46K -233 -2%
CP
172
Canopy Partners
Ohio
$61.5K
Osaic Holdings
173
Osaic Holdings
Arizona
$61.3K +$9.74K +1,554 +18%
CH
174
Cromwell Holdings
Wyoming
$57.1K
AF
175
Allworth Financial
California
$55.2K +$2.31K +369 +5%

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.