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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
176
Claybrook Capital
Massachusetts
$10K +$12K +2,450 New
WDL
177
Well Done LLC
Michigan
$10K +$12K +2,450 New
LWM
178
Liberty Wealth Management
California
$8K +$10.3K +2,106 New
NSIM
179
North Star Investment Management
Illinois
$7K
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$7K
PWMG
181
Prestige Wealth Management Group
New Jersey
$7K +$8.06K +1,653 New
PCP
182
Proficio Capital Partners
Massachusetts
$6K -$30.4K -6,232 -80%
VFA
183
Valeo Financial Advisors
Indiana
$6K -$13.7K -2,807 -66%
MNBTD
184
Moody National Bank Trust Division
Texas
$5K
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$5K
WANY
186
Wealthspire Advisors (New York)
New York
$5K +$5.67K +1,162 New
AIA
187
Alera Investment Advisors
Illinois
$5K +$5.67K +1,163 New
PB
188
Pinnacle Bancorp
Nebraska
$5K +$6.46K +1,324 New
FRA
189
Front Row Advisors
California
$4K -$9.87K -2,024 -68%
CAW
190
Cornerstone Advisors (Washington)
Washington
$4K -$834 -171 -14%
BWM
191
BerganKDV Wealth Management
Minnesota
$4K
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.29K +264 +49%
KPW
193
Kore Private Wealth
New York
$3K +$3.13K +642 New
CHC
194
City Holding Co
West Virginia
$2K
FCB
195
First Command Bank
Texas
$2K
FCFS
196
First Command Financial Services
Texas
$2K
FHA
197
First Horizon Advisors
Tennessee
$2K
TCOV
198
Trust Company of Vermont
Vermont
$2K
DWM
199
Doyle Wealth Management
Florida
$2K +$2.85K +584 New
AIC
200
Ameritas Investment Company
Nebraska
$2K +$2.96K +607 New

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.