Aegon
174 hedge funds and large institutions have $1.28B invested in Aegon in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 89 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1% more funds holding
Funds holding: 172 → 174 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 10.69% → 10.5% (-0.18%)
6% less capital invested
Capital invested by funds: $1.37B → $1.28B (-$84.9M)
27% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 89
79% less call options, than puts
Call options by funds: $100K | Put options by funds: $473K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$2.75M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$2M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$1.7M |
| 4 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$1.45M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$806K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$12.4M |
| 2 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$7.8M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$4.35M |
| 4 |
Renaissance Technologies
New York
|
-$4.12M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Walleye Trading
New York
| – | -$579 | -97,298 | Closed |
|
177
CIBC World Market
Toronto,
Ontario, Canada
| – | -$429K | -72,120 | Closed |
|
|
MSU
178
Maple Securities USA
Jersey City,
New Jersey
| – | -$270K | -45,388 | Closed |
|
179
TD Asset Management
Toronto,
Ontario, Canada
| – | -$218K | -36,575 | Closed |
|
|
SLG
180
Stanley-Laman Group
Berwyn,
Pennsylvania
| – | -$175K | -29,459 | Closed |
|
|
DWA
181
Dorsey Wright & Associates
Pasadena,
California
| – | -$159K | -27,916 | Closed |
|
182
Millennium Management
New York
| – | -$137K | -22,989 | Closed |
|
183
UBS AM
Chicago,
Illinois
| – | -$124K | -20,897 | Closed |
|
|
BRWA
184
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$59.5K | -9,985 | Closed |
|
|
PAS
185
Partnervest Advisory Services
Santa Barbara,
California
| – | -$23K | -3,884 | Closed |
|
186
Parallax Volatility Advisers
San Francisco,
California
| – | -$15K | -2,492 | Closed |
|
|
MA
187
MUFG Americas
New York
| – | -$11K | -1,791 | Closed |
|
|
NES
188
New England Securities
New York
| – | -$4K | -601 | Closed |
|
AEG Hedge Fund Activity: Q3 2014 in Review
174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2014, worth a combined $1.28B — down 6.2% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AEG positions and 17 closed out — a net gain of 2 holders — while 65 added to existing stakes and 89 trimmed.
The largest buyer was Cambiar Investors, adding an estimated $2.75M. The largest seller was Federated Hermes, exiting entirely with an estimated $12.4M sold.
- 174 institutional investors held Aegon (AEG) as of Q3 2014, up from 172 in Q2 2014.
- Funds reported $1.28B of Aegon stock for Q3 2014, down 6.2% quarter-over-quarter.
- 19 funds opened new Aegon positions in Q3 2014 and 17 closed out, a net change of +2 holders.
- The largest Aegon buyer in Q3 2014 was Cambiar Investors, an estimated $2.75M added.
- The largest Aegon seller in Q3 2014 was Federated Hermes, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2014.