We are live on ! Find out more

254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$53.8K +$23.8K +3,802 +71%
GI
177
GAMMA Investing
California
$38.3K +$7.74K +1,234 +23%
CFG
178
CKW Financial Group
Hawaii
$35K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.8K
WTC
180
WhitTier Trust Company
Nevada
$30.4K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$29.4K
NA
182
NewEdge Advisors
Louisiana
$28.5K +$27.9K +4,454 +1,136%
Citigroup
183
Citigroup
New York
$28.1K +$934 +149 +3%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$26K +$326 +52 +1%
Simplex Trading
185
Simplex Trading
Illinois
$23K -$271K -43,269 -92%
WSFS
186
Wilmington Savings Fund Society
Delaware
$22.5K -$23.1K -3,690 -49%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$22K -$14.5K -2,306 -38%
CYG
188
Clean Yield Group
Vermont
$21.1K
BIA
189
Bell Investment Advisors
California
$21K -$2.66K -425 -11%
HCP
190
Hexagon Capital Partners
Arkansas
$18.2K +$8.26K +1,317 +75%
SO
191
Sierra Ocean
California
$17.8K +$19K +3,026 New
PWA
192
Provenance Wealth Advisors
Florida
$17.1K
CFGS
193
Concourse Financial Group Securities
Alabama
$17.1K -$4.22K -674 -20%
UB
194
UMB Bank
Missouri
$16.1K
Group One Trading
195
Group One Trading
Illinois
$14.5K
WBWA
196
William B. Walkup & Associates
South Carolina
$12.3K
PFA
197
Pathway Financial Advisers
Indiana
$11.6K +$12.4K +1,972 New
PS
198
Principal Securities
Iowa
$11.5K +$2.34K +373 +24%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$11.3K
HI
200
Harbour Investments
Wisconsin
$11.2K

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.