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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$12.3K +3,308 New
KF
177
Krilogy Financial
Missouri
$14K +$12.6K +3,389 New
IWM
178
IHT Wealth Management
Illinois
$13K +$11.3K +3,042 New
MFS
179
MSI Financial Services
Massachusetts
$12K -$4 -1 -0%
QT
180
Quantbot Technologies
New York
$11K -$1.94K -520 -17%
KT
181
Kanaly Trust
Texas
$10K +$491 +132 +6%
ZB
182
Zions Bancorporation
Utah
$9K +$1.31K +353 +21%
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$8K -$6.95K -1,866 -50%
First Manhattan
184
First Manhattan
New York
$8K
NSIM
185
North Star Investment Management
Illinois
$8K
LIA
186
LS Investment Advisors
Michigan
$6K
RFA
187
Reilly Financial Advisors
California
$6K +$1.12K +302 New
BlackRock
188
BlackRock
New York
$6K +$4.84K +1,300 New
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$4.22K +$3.7K +993 New
WT
190
Whittier Trust
California
$4K
WA
191
Winfield Associates
Ohio
$4K +$2.93K +787 +486%
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
AF
193
Allworth Financial
California
$2K
MRCM
194
M&R Capital Management
New Jersey
$2K
TRCT
195
Tower Research Capital (TRC)
New York
$2K +$1.11K +299 +329%
FCB
196
First Command Bank
Texas
$2K +$1.61K +433 New
FCFS
197
First Command Financial Services
Texas
$2K +$1.61K +433 New
SPIA
198
Steward Partners Investment Advisory
New York
$2K +$1.83K +491 New
AIM
199
Anchor Investment Management
South Carolina
$1.02K
BIM
200
BlackRock Investment Management
Delaware
$1K

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.