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Aegon
AEG

195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185 → 195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91% → 8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$17.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$6.95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.88M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
Wells Fargo
Wells Fargo
California
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$2.55K – – –
BAM
177
Barrett Asset Management
New York
$2K – – –
CCA
178
Column Capital Advisors
Indiana
$2K – – –
GAM
179
Gemmer Asset Management
California
$2K – – –
MCM
180
Manchester Capital Management
Vermont
$2K – – –
MAM
181
McCarthy Asset Management
California
$2K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$2K – – –
SJIM
183
St. Johns Investment Management
Florida
$2K – – –
AF
184
Advisornet Financial
Minnesota
$2K +$1.56K +334 New
PCG
185
Private Capital Group
Connecticut
$1K – – –
VNA
186
Valley National Advisers
Pennsylvania
$1K – – –
SCA
187
Snowden Capital Advisors
New York
$1K +$1.27K +271 New
AIM
188
Anchor Investment Management
South Carolina
$909 -$1K -214 -53%
APA
189
American Portfolios Advisors
New York
$405 -$496 -106 -55%
Renaissance Technologies
190
Renaissance Technologies
New York
– -$1.51M -304,722 Closed
Two Sigma Investments
191
Two Sigma Investments
New York
– -$476K -97,695 Closed
WFI
192
West Family Investments
California
– -$112K -22,970 Closed
CC
193
Centiva Capital
New York
– -$86K -17,756 Closed
AI
194
ArchPoint Investors
Florida
– -$76K -15,604 Closed
Two Sigma Advisers
195
Two Sigma Advisers
New York
– -$57K -11,760 Closed
CCA
196
Checchi Capital Advisers
California
– -$57K -11,743 Closed
WA
197
Wealth Architects
California
– -$56K -11,418 Closed
BC
198
Bartlett & Co
Ohio
– -$25K -5,228 Closed
BCWM
199
Bartlett & Co Wealth Management
Ohio
– -$25.4K -5,228 Closed
LWM
200
Liberty Wealth Management
California
– -$12K -2,452 Closed
5 6 7
8
9

AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.