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188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$1K +$644 +262 +672%
ABC
177
Associated Banc-Corp
Wisconsin
$1K +$813 +331 New
AIM
178
Anchor Investment Management
South Carolina
$541
TAM
179
Todd Asset Management
Kentucky
-$1.01M -441,894 Closed
FIA
180
FNY Investment Advisers
New York
-$247K -107,509 Closed
FWIA
181
Fort Washington Investment Advisors
Ohio
-$223K -96,937 Closed
SFS
182
Sowell Financial Services
Arkansas
-$189K -82,119 Closed
CIAS
183
Capital Investment Advisory Services
North Carolina
-$187K -81,391 Closed
PMG
184
ProVise Management Group
Florida
-$162K -70,543 Closed
MIM
185
Miller Investment Management
Pennsylvania
-$142K -61,791 Closed
State Street
186
State Street
Massachusetts
-$132K -57,543 Closed
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
-$132K -57,331 Closed
MYIA
188
Mount Yale Investment Advisors
Colorado
-$120K -52,046 Closed
CAM
189
Cozad Asset Management
Illinois
-$77K -33,427 Closed
WHG
190
Westwood Holdings Group
Texas
-$74K -32,283 Closed
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
-$59K -25,579 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
-$55K -24,025 Closed
WAM
193
World Asset Management
Michigan
-$50K -21,657 Closed
FB
194
Fulton Bank
Pennsylvania
-$50K -21,641 Closed
PWPS
195
Pinnacle Wealth Planning Services
Ohio
-$35K -15,841 Closed
FHB
196
First Hawaiian Bank
Hawaii
-$34K -14,758 Closed
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
-$31K -13,461 Closed
SC
198
Scotia Capital
Ontario, Canada
-$30K -12,924 Closed
PVWM
199
Point View Wealth Management
New Jersey
-$29K -12,520 Closed
HI
200
Human Investing
Oregon
-$23K -10,066 Closed

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.