229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
176
Tradition Wealth Management
Minnesota
$29K
CFG
177
CKW Financial Group
Hawaii
$25K
Citigroup
178
Citigroup
New York
$22.8K +$353 +82 +2%
WTC
179
WhitTier Trust Company
Nevada
$22.2K
BC
180
Bartlett & Co
Ohio
$22K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$21.5K
CFGS
182
Concourse Financial Group Securities
Alabama
$17.2K -$3.89K -904 -18%
BTI
183
Blue Trust Inc
Georgia
$16K -$33.1K -6,541 -67%
AF
184
Allworth Financial
California
$14.4K -$383 -89 -3%
WP
185
WealthPLAN Partners
Nebraska
$12.1K +$12.1K +2,815 New
GWS
186
Glassman Wealth Services
Virginia
$11.9K -$280 -65 -2%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$11.8K +$2.84K +660 +32%
LWCFA
188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.2K
TRCT
189
Tower Research Capital (TRC)
New York
$10K -$22.2K -5,389 -69%
ASN
190
Advisory Services Network
Georgia
$8.48K +$6.84K +1,591 +416%
UB
191
UMB Bank
Missouri
$6.22K
ZB
192
Zions Bancorporation
Utah
$5.67K -$950 -221 -14%
AAS
193
Ameritas Advisory Services
Nebraska
$4.8K +$4.8K +1,068 New
NA
194
NewEdge Advisors
Louisiana
$4.36K +$26 +6 +0.6%
MA
195
Montag & Associates
Georgia
$4.36K
NSIM
196
North Star Investment Management
Illinois
$4.17K
PO
197
Private Ocean
California
$4.15K +$4.15K +964 New
HI
198
Harbour Investments
Wisconsin
$4.09K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$4K -$161 -39 -4%
BIA
200
Bell Investment Advisors
California
$3.94K +$641 +149 +19%