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Aegon
AEG

206 hedge funds and large institutions have $971M invested in Aegon in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $878K | Put options by funds: $394K

15% more capital invested

Capital invested by funds: $843M → $971M (+$128M)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0.21% less ownership

Funds ownership: 9.3% → 9.09% (-0.21%)

10% less funds holding

Funds holding: 229 → 206 (-23)

53% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 43

Holders
206
Holders Change
-23
Holders Change %
-10.04%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
71
Reduced
65
Closed
43
Calls
$878K
Puts
$394K
Net Calls
+$484K
Net Calls Change
+$1.98M

Top Buyers

Rank Fund Capital Flow
1
SGI
Summit Global Investments
Utah
+$4.58M
2
Millennium Management
Millennium Management
New York
+$2.67M
3
Dodge & Cox
Dodge & Cox
California
+$950K
4
Jane Street
Jane Street
New York
+$830K
5
Morgan Stanley
Morgan Stanley
New York
+$746K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.8M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.87M
3
Optiver Holding
Optiver Holding
Netherlands
-$4.5M
4
Wells Fargo
Wells Fargo
California
-$2.63M
5
DWA
Dorsey Wright & Associates
California
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
176
Pinnacle Bancorp
Nebraska
$3.69K – – –
AAP
177
Arax Advisory Partners
Colorado
$3.67K +$3.31K +723 New
CT
178
Clearstead Trust
Maine
$3.18K – – –
WWP
179
WR Wealth Planners
Missouri
$2.77K -$234 -51 -9%
KFS
180
Kelly Financial Services
Massachusetts
$2.73K – – –
JWA
181
JFS Wealth Advisors
Pennsylvania
$2.63K -$770 -168 -24%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$2.43K – – –
JEST
183
JTC Employer Solutions Trustee
Jersey
$2K – – –
SPIA
184
Steward Partners Investment Advisory
New York
$1.92K – – –
SJIM
185
St. Johns Investment Management
Florida
$1.79K – – –
JWM
186
Janiczek Wealth Management
Colorado
$1.68K +$1.52K +332 New
IA
187
IFP Advisors
Florida
$1.61K -$22.9K -5,000 -94%
CCA
188
Column Capital Advisors
Indiana
$1.57K – – –
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$1.47K +$1.33K +290 New
GKIM
190
GW&K Investment Management
Massachusetts
$1K +$1.16K +253 New
AIM
191
Anchor Investment Management
South Carolina
$933 – – –
GI
192
Gradient Investments
Minnesota
$872 – – –
FGAM
193
Financial Gravity Asset Management
Texas
$684 +$23 +5 New
WT
194
Whittier Trust
California
$593 – – –
AF
195
Advisornet Financial
Minnesota
$365 – – –
M
196
MOTCO
Texas
$259 +$234 +51 New
PCFFS
197
Pacific Center for Financial Services
California
$183 – – –
NECFA
198
New England Capital Financial Advisors
Connecticut
$56 – – –
LF
199
Lee Financial
Texas
$41 – – –
NA
200
NewEdge Advisors
Louisiana
$30 -$4.62K -1,008 -99%
6 7
8
9 10

AEG Hedge Fund Activity: Q2 2023 in Review

206 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2023, worth a combined $971M — up 15% from $843M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AEG and 20 opened new positions — a net loss of 23 holders — while 65 trimmed existing stakes and 71 added.

The largest buyer was Summit Global Investments, adding an estimated $4.58M. The largest seller was Wellington Management Group, cutting an estimated $8.8M.

  • 206 institutional investors held Aegon (AEG) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $971M of Aegon stock for Q2 2023, up 15% quarter-over-quarter.
  • 20 funds opened new Aegon positions in Q2 2023 and 43 closed out, a net change of -23 holders.
  • The largest Aegon buyer in Q2 2023 was Summit Global Investments, an estimated $4.58M added.
  • The largest Aegon seller in Q2 2023 was Wellington Management Group, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2023.