We are live on ! Find out more

179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WealthStone
Ohio
-$220K -60,493 Closed
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
-$126K -34,555 Closed
Simplex Trading
178
Simplex Trading
Illinois
-$127K -30,449 Closed
Balyasny Asset Management
179
Balyasny Asset Management
Illinois
-$81K -22,320 Closed
BCI
180
Brinker Capital Investments
Pennsylvania
-$76K -20,754 Closed
FWCM
181
Ferguson Wellman Capital Management
Oregon
-$48K -13,299 Closed
RFN
182
RDA Financial Network
Iowa
-$46K -12,574 Closed
DADC
183
D.A. Davidson & Co
Montana
-$44K -12,027 Closed
SAM
184
Silvercrest Asset Management
New York
-$43K -11,748 Closed
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$35K -9,667 Closed
CWA
186
Carolina Wealth Advisors
South Carolina
-$23K -6,357 Closed
HNB
187
Huntington National Bank
Ohio
-$20.4K -4,877 -100%
PWPS
188
Pinnacle Wealth Planning Services
Ohio
-$10K -2,639 Closed
VCG
189
Vantage Consulting Group
Virginia
-$5K -1,483 Closed
VFA
190
Valeo Financial Advisors
Indiana
-$4K -965 Closed
ASN
191
Advisory Services Network
Georgia
-$2K -599 Closed
PCH
192
PGIM Custom Harvest
New Jersey
-$104K -585 Closed
CCA
193
Childress Capital Advisors
Texas
-$2K -536 Closed
ABC
194
Associated Banc-Corp
Wisconsin
-$1K -331 Closed
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
+$674 +161 New

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.