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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
176
Cornerstone Advisors (Washington)
Washington
$1K
FHA
177
First Horizon Advisors
Tennessee
$1K
KT
178
Kanaly Trust
Texas
$1K
MWP
179
MYCIO Wealth Partners
Pennsylvania
$1K
FPFS
180
First Personal Financial Services
North Carolina
$1K +$1.13K +210 New
TWA
181
TCI Wealth Advisors
Arizona
$1K +$1.39K +258 New
IF
182
IRON Financial
Illinois
$911 +$9.99K +1,853 +12%
AIG
183
American International Group
New York
$233
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219 +$228K +42,199 New
BRWA
185
B. Riley Wealth Advisors
Florida
$52 +$54.2K +10,055 New
AB
186
AT Bancorp
Iowa
-$3.65M -642,242 Closed
GIA
187
Gateway Investment Advisers
Ohio
-$597K -105,225 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
-$370K -68,634 Closed
PFS
189
Prospera Financial Services
Texas
-$386K -68,061 Closed
QT
190
Quantbot Technologies
New York
-$202K -35,757 Closed
FA
191
FDx Advisors
Illinois
-$90K -15,877 Closed
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
-$88K -15,514 Closed
BFA
193
BlackRock Fund Advisors
California
-$56K -9,878 Closed
CFA
194
Carroll Financial Associates
North Carolina
-$22K -4,005 Closed
ZTNA
195
Zions Trust National Association
Utah
-$17K -2,910 Closed
CGT
196
Capital Guardian Trust
California
-$10K -1,703 Closed
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
-$6.14K -1,082 Closed
PTC
198
Private Trust Company
Ohio
-$5K -837 Closed
BIT
199
BlackRock Institutional Trust
California
-$1.1K -204 -97%

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.