We are live on ! Find out more
AEG icon

Aegon
AEG

221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215 → 221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26% → 9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$15.9M
2
Optiver Holding
Optiver Holding
Netherlands
+$9.49M
3
GS
GTS Securities
New York
+$9.25M
4
Goldman Sachs
Goldman Sachs
New York
+$3.83M
5
Dodge & Cox
Dodge & Cox
California
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$51.7M
2
Morgan Stanley
Morgan Stanley
New York
-$35.1M
3
BIP
Brandes Investment Partners
California
-$11.1M
4
PMG
Private Management Group
California
-$8.53M
5
PE
Point72 Europe
United Kingdom
-$4.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
176
Tyler-Stone Wealth Management
Ohio
$12.1K – – –
HI
177
Harbour Investments
Wisconsin
$11.5K – – –
RIL
178
Rothschild Investment LLC
Illinois
$10.6K +$8.09K +1,390 +386%
ZB
179
Zions Bancorporation
Utah
$10.3K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$10.3K – – –
PS
181
Principal Securities
Iowa
$9.07K – – –
HFS
182
Hantz Financial Services
Michigan
$8K -$875K -150,271 -99%
WIA
183
Wetzel Investment Advisors
Indiana
$7.83K – – –
TWC
184
TD Waterhouse Canada
Ontario, Canada
$7.25K – – –
CTC
185
Central Trust Company
Missouri
$6.92K – – –
PO
186
Private Ocean
California
$5.83K – – –
VWWMG
187
Vermillion & White Wealth Management Group
Pennsylvania
$4.06K – – –
CT
188
Clearstead Trust
Maine
$3.8K – – –
SAM
189
Smartleaf Asset Management
Massachusetts
$3.8K +$3.64K +625 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$3.5K – – –
KFS
191
Kelly Financial Services
Massachusetts
$3.42K – – –
JWA
192
JFS Wealth Advisors
Pennsylvania
$3.13K – – –
GKIM
193
GW&K Investment Management
Massachusetts
$3K – – –
CT
194
Caldwell Trust
Florida
$2.84K +$2.73K +469 New
SPIA
195
Steward Partners Investment Advisory
New York
$2.29K – – –
BGAI
196
Bruce G. Allen Investments
Colorado
$2.23K – – –
SJIM
197
St. Johns Investment Management
Florida
$2.14K – – –
JWM
198
Janiczek Wealth Management
Colorado
$2.01K – – –
JEST
199
JTC Employer Solutions Trustee
Jersey
$2K – – –
FFA
200
Farther Finance Advisors
California
$1.93K +$797 +137 +74%
6 7
8
9 10

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.