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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
176
Fieldpoint Private Securities
Connecticut
$17K -$33.2K -6,692 -63%
Citigroup
177
Citigroup
New York
$17K -$109 -22 -0.6%
GWS
178
Glassman Wealth Services
Virginia
$11K +$1.59K +320 +14%
TSWM
179
Tyler-Stone Wealth Management
Ohio
$9K -$218 -44 -2%
AF
180
Allworth Financial
California
$9K +$6.28K +1,266 +137%
Bessemer Group
181
Bessemer Group
New Jersey
$8K -$203 -41 -2%
UB
182
UMB Bank
Missouri
$7K -$18.4K -3,710 -69%
ZB
183
Zions Bancorporation
Utah
$7K -$2.51K -505 -23%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$7K -$169 -34 -2%
AP
185
Arlington Partners
Alabama
$7K -$164 -33 -2%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$5K -$114 -23 -2%
NSIM
187
North Star Investment Management
Illinois
$4K -$104 -21 -2%
LWP
188
Laurel Wealth Planning
Minnesota
$3K -$79 -16 -2%
PB
189
Pinnacle Bancorp
Nebraska
$3K -$79 -16 -2%
GRP
190
Global Retirement Partners
California
$3K -$74 -15 -2%
CA
191
Clearstead Advisors
Ohio
$3K -$69 -14 -2%
APA
192
American Portfolios Advisors
New York
$2.77K -$69 -14 -2%
KFS
193
Kelly Financial Services
Massachusetts
$2.26K -$60 -12 -2%
SPIA
194
Steward Partners Investment Advisory
New York
$2K -$40 -8 -2%
SJIM
195
St. Johns Investment Management
Florida
$2K -$40 -8 -2%
BIA
196
Bell Investment Advisors
California
$2K +$2.43K +490 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1K -$136K -27,378 -98%
CCA
198
Column Capital Advisors
Indiana
$1K -$35 -7 -2%
PCG
199
Private Capital Group
Connecticut
$1K -$30 -6 -2%
MA
200
Montag & Associates
Georgia
$1K +$968 +195 New

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.