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Aegon
AEG

212 hedge funds and large institutions have $785M invested in Aegon in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $671K

1% more capital invested

Capital invested by funds: $775M → $785M (+$9.17M)

0.19% less ownership

Funds ownership: 9.27% → 9.08% (-0.19%)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

2% less funds holding

Funds holding: 216 → 212 (-4)

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
61
Reduced
64
Closed
39
Calls
$3.44M
Puts
$671K
Net Calls
+$2.77M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.7M
2
Charles Schwab
Charles Schwab
California
+$8.79M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.92M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
-$29.6M
2
Wells Fargo
Wells Fargo
California
-$5.49M
3
SCM
Segantii Capital Management
Hong Kong
-$4.78M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.28M
5
DWA
Dorsey Wright & Associates
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
176
Pinnacle Bancorp
Nebraska
$5K – – –
CAW
177
Cornerstone Advisors (Washington)
Washington
$5K +$838 +192 +18%
CIAS
178
Capital Investment Advisory Services
North Carolina
$5K +$5.09K +1,167 New
FRA
179
Front Row Advisors
California
$4K -$214 -49 -5%
BWM
180
BerganKDV Wealth Management
Minnesota
$4K – – –
QT
181
Quantamental Technologies
New York
$4K +$4.59K +1,051 New
KPW
182
Kore Private Wealth
New York
$3K – – –
AF
183
Allworth Financial
California
$3K +$1.48K +338 +93%
BCA
184
Berman Capital Advisors
Georgia
$3K +$1.89K +433 +82%
CFGS
185
Concourse Financial Group Securities
Alabama
$3K +$2.55K +584 +243%
CFB
186
Cullen/Frost Bankers
Texas
$3K +$3.62K +828 New
KFS
187
Kelly Financial Services
Massachusetts
$2.16K +$2.29K +525 New
WT
188
Whittier Trust
California
$2K -$17.3K -3,964 -91%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.15K -264 -33%
CHC
190
City Holding Co
West Virginia
$2K – – –
FCB
191
First Command Bank
Texas
$2K – – –
FCFS
192
First Command Financial Services
Texas
$2K – – –
TCOV
193
Trust Company of Vermont
Vermont
$2K – – –
FHA
194
First Horizon Advisors
Tennessee
$2K +$472 +108 +18%
GSWM
195
Golden State Wealth Management
California
$2K +$2.47K +565 New
CBT
196
Capital Bank & Trust
California
$2K +$2.59K +594 New
PCP
197
Proficio Capital Partners
Massachusetts
$1K -$6.11K -1,400 -90%
AC
198
Avestar Capital
New York
$1K – – –
CIR
199
Clear Investment Research
Georgia
$1K – – –
NFG
200
Next Financial Group
Texas
$1K – – –
6 7
8
9 10

AEG Hedge Fund Activity: Q1 2019 in Review

212 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2019, worth a combined $785M — up 1.2% from $775M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AEG and 38 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 61 added.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Miller Howard Investments, cutting an estimated $29.6M.

  • 212 institutional investors held Aegon (AEG) as of Q1 2019, down from 216 in Q4 2018.
  • Funds reported $785M of Aegon stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 38 funds opened new Aegon positions in Q1 2019 and 39 closed out, a net change of -1 holder.
  • The largest Aegon buyer in Q1 2019 was Bank of America, an estimated $16.7M added.
  • The largest Aegon seller in Q1 2019 was Miller Howard Investments, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.