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Aegon
AEG

206 hedge funds and large institutions have $1.07B invested in Aegon in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

31% more capital invested

Capital invested by funds: $814M → $1.07B (+$256M)

13% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 56

6% more funds holding

Funds holding: 195 → 206 (+11)

1.82% more ownership

Funds ownership: 8.18% → 10% (+1.8%)

27% less call options, than puts

Call options by funds: $824K | Put options by funds: $1.13M

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
63
Reduced
56
Closed
24
Calls
$824K
Puts
$1.13M
Net Calls
-$309K
Net Calls Change
+$331K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$117M
2
Dodge & Cox
Dodge & Cox
California
+$58M
3
Citadel Advisors
Citadel Advisors
Florida
+$19.5M
4
DWA
Dorsey Wright & Associates
California
+$4.05M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.07M

Top Sellers

Rank Fund Capital Flow
1
Optiver Holding
Optiver Holding
Netherlands
-$17M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.95M
3
Jane Street
Jane Street
New York
-$2.68M
4
Northern Trust
Northern Trust
Illinois
-$1.09M
5
Ameriprise
Ameriprise
Minnesota
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$5K – – –
NSIM
177
North Star Investment Management
Illinois
$5K – – –
GRP
178
Global Retirement Partners
California
$4K – – –
LWP
179
Laurel Wealth Planning
Minnesota
$4K – – –
PB
180
Pinnacle Bancorp
Nebraska
$4K – – –
APA
181
American Portfolios Advisors
New York
$3.34K +$2.91K +575 +669%
CA
182
Clearstead Advisors
Ohio
$3K – – –
MAM
183
McCarthy Asset Management
California
$3K – – –
KFS
184
Kelly Financial Services
Massachusetts
$2.73K – – –
MCM
185
Manchester Capital Management
Vermont
$2K -$116 -23 -7%
AF
186
Advisornet Financial
Minnesota
$2K – – –
CCA
187
Column Capital Advisors
Indiana
$2K – – –
GAM
188
Gemmer Asset Management
California
$2K – – –
PCG
189
Private Capital Group
Connecticut
$2K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$2K – – –
SJIM
191
St. Johns Investment Management
Florida
$2K – – –
CB
192
CNB Bank
Pennsylvania
$2K +$1.51K +299 New
VNA
193
Valley National Advisers
Pennsylvania
$1K – – –
DHGWA
194
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.18K +234 New
AIM
195
Anchor Investment Management
South Carolina
$973 – – –
SA
196
SFI Advisors
New Jersey
$666 +$667 +132 New
Macquarie Group
197
Macquarie Group
Australia
$200 +$200K +39,613 New
Optiver Holding
198
Optiver Holding
Netherlands
– -$17M -3,366,462 Closed
HJIM
199
Henry James International Management
New York
– -$543K -115,015 Closed
Geode Capital Management
200
Geode Capital Management
Massachusetts
– -$337K -71,538 Closed
5 6 7
8
9

AEG Hedge Fund Activity: Q1 2022 in Review

206 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2022, worth a combined $1.07B — up 31% from $814M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AEG positions and 24 closed out — a net gain of 13 holders — while 63 added to existing stakes and 56 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $117M. The largest seller was Optiver Holding, exiting entirely with an estimated $17M sold.

  • 206 institutional investors held Aegon (AEG) as of Q1 2022, up from 195 in Q4 2021.
  • Funds reported $1.07B of Aegon stock for Q1 2022, up 31% quarter-over-quarter.
  • 37 funds opened new Aegon positions in Q1 2022 and 24 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q1 2022 was Wellington Management Group, an estimated $117M added.
  • The largest Aegon seller in Q1 2022 was Optiver Holding, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2022.