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Aegon
AEG

Overview Fund Activity

214 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26M
3
PE
3
Point72 Europe
United Kingdom
$4.12M
4
BIP
4
Brandes Investment Partners
California
$11.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
PMG
2
Private Management Group
California
$8.53M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.6M
4
Millennium Management
4
Millennium Management
New York
$1.65M
5
Optiver Holding
5
Optiver Holding
Netherlands
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
176
Group One Trading
Illinois
$7.04K -$576 -100 -8%
EWA
177
EverSource Wealth Advisors
Alabama
$6.96K +$1.96K +341 +39%
TWC
178
TD Waterhouse Canada
Ontario, Canada
$6.83K +$6.83K +1,200 New
GI
179
GAMMA Investing
California
$6.82K +$6.82K +1,180 New
CTC
180
Central Trust Company
Missouri
$6.59K – – –
MA
181
Montag & Associates
Georgia
$5.84K – – –
PO
182
Private Ocean
California
$5.55K – – –
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$3.86K +$3.86K +671 New
CT
184
Clearstead Trust
Maine
$3.62K – – –
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3.33K +$3.33K +578 New
KFS
186
Kelly Financial Services
Massachusetts
$3.26K – – –
JWA
187
JFS Wealth Advisors
Pennsylvania
$2.98K – – –
AT
188
Arlington Trust
Alabama
$2.3K +$2.3K +400 New
SPIA
189
Steward Partners Investment Advisory
New York
$2.18K – – –
BGAI
190
Bruce G. Allen Investments
Colorado
$2.13K +$2.13K +369 New
RIL
191
Rothschild Investment LLC
Illinois
$2.07K +$2.07K +360 New
SJIM
192
St. Johns Investment Management
Florida
$2.04K – – –
JEST
193
JTC Employer Solutions Trustee
Jersey
$2K – – –
GKIM
194
GW&K Investment Management
Massachusetts
$2K – – –
JWM
195
Janiczek Wealth Management
Colorado
$1.91K – – –
IA
196
IFP Advisors
Florida
$1.83K – – –
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$1.67K – – –
Jones Financial Companies
198
Jones Financial Companies
Missouri
$1.16K +$1.16K +201 New
AIM
199
Anchor Investment Management
South Carolina
$1.06K – – –
FFA
200
Farther Finance Advisors
California
$1.06K +$1.06K +184 New
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8
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