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Aegon
AEG

175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171 → 175 (+4)

0.05% more ownership

Funds ownership: 8.51% → 8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.67M
2
Jane Street
Jane Street
New York
+$2.63M
3
Goldman Sachs
Goldman Sachs
New York
+$2.05M
4
OMC
Old Mission Capital
Illinois
+$1.84M
5
PPA
Parametric Portfolio Associates
Washington
+$1.16M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$3.95M
2
Group One Trading
Group One Trading
Illinois
-$724K
3
GWI
Grace & White Inc
New York
-$663K
4
MCM
Mork Capital Management
California
-$555K
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
176
Transform Wealth
Colorado
– -$29K -12,463 Closed
SAM
177
Secure Asset Management
Michigan
– -$29K -12,222 Closed
RJT
178
Raymond James Trust
Florida
– -$28K -11,872 Closed
KeyBank National Association
179
KeyBank National Association
Ohio
– -$28K -11,749 Closed
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
– -$27K -11,534 Closed
GLLW
181
Graves Light Lenhart Wealth
Virginia
– -$26K -10,838 Closed
GT
182
Glenmede Trust
Pennsylvania
– -$23K -10,074 Closed
APA
183
American Portfolios Advisors
New York
– -$4.62K -1,955 Closed
FFA
184
Founders Financial Alliance
North Carolina
– -$4K -1,528 Closed
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
– -$2K -1,153 Closed
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
– -$2K -829 Closed
LWA
187
Lenox Wealth Advisors
New York
– -$1K -488 Closed
PCG
188
Private Capital Group
Connecticut
– -$859 -281 -81%
BWM
189
BerganKDV Wealth Management
Minnesota
– -$1K -279 Closed
FFA
190
Freedman Financial Associates
Massachusetts
– +$67 +22 New
MA
191
MUFG Americas
New York
– +$113 +37 New
4 5 6 7
8

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.