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232 hedge funds and large institutions have $1.11B invested in Aegon in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 149 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

5% more funds holding

Funds holding: 221232 (+11)

4% more capital invested

Capital invested by funds: $1.07B → $1.11B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 10.31%9.61% (-0.7%)

70% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 149

86% less call options, than puts

Call options by funds: $182K | Put options by funds: $1.32M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
44
Reduced
149
Closed
25
Calls
$182K
Puts
$1.32M
Net Calls
-$1.14M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
176
Mount Yale Investment Advisors
Colorado
$37K -$956 -184 -3%
IA
177
IFP Advisors
Florida
$35K -$104 -20 -0.3%
LFA
178
Legacy Financial Advisors
Kentucky
$32K -$827 -159 -3%
GWM
179
Geneos Wealth Management
Colorado
$31K -$811 -156 -3%
CFG
180
CKW Financial Group
Hawaii
$31K -$790 -152 -3%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$29K +$27.3K +5,245 New
CTC
182
Central Trust Company
Missouri
$28K -$94 -18 -0.4%
SHJ
183
Sharkey, Howes & Javer
Colorado
$26K -$166 -32 -3%
ME
184
McIlrath & Eck
Washington
$26K +$24.3K +4,669 New
HNB
185
Huntington National Bank
Ohio
$25K -$4.3K -827 -15%
AssetMark Inc
186
AssetMark Inc
California
$22K -$2.02K -388 -9%
VFA
187
Valeo Financial Advisors
Indiana
$22K +$6.26K +1,205 +40%
Simplex Trading
188
Simplex Trading
Illinois
$22K +$17.5K +3,367 +525%
JP Morgan Chase
189
JP Morgan Chase
New York
$21K -$934K -179,740 -98%
APP
190
Avantax Planning Partners
Iowa
$17K +$15.7K +3,018 New
CAL
191
Capital Advisors Ltd
Ohio
$17K +$16.3K +3,144 New
KJWM
192
Kiley Juergens Wealth Management
Washington
$15K -$405 -78 -3%
AF
193
Advisornet Financial
Minnesota
$13K -$327 -63 -3%
CAG
194
Csenge Advisory Group
Florida
$13K +$13.6K +2,610 New
TPWA
195
TRUE Private Wealth Advisors
Oregon
$11.3K +$10.7K +2,052 New
NSIM
196
North Star Investment Management
Illinois
$10K -$244 -47 -3%
SMFS
197
Squar Milner Financial Services
California
$10K -$244 -47 -3%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$9.59K +1,844 New
SPIA
199
Steward Partners Investment Advisory
New York
$7K -$12.3K -2,366 -65%
SNT
200
Security National Trust
West Virginia
$7K -$172 -33 -3%

AEG Hedge Fund Activity: Q3 2018 in Review

232 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2018, worth a combined $1.11B — up 4.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 25 closed out — a net gain of 11 holders — while 44 added to existing stakes and 149 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $7.55M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 232 institutional investors held Aegon (AEG) as of Q3 2018, up from 221 in Q2 2018.
  • Funds reported $1.11B of Aegon stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q3 2018 was Arrowstreet Capital, an estimated $7.55M added.
  • The largest Aegon seller in Q3 2018 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2018.