Aegon
174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.
1% more capital invested
Capital invested by funds: $1.02B → $1.03B (+$12.9M)
0.32% less ownership
Funds ownership: 11.44% → 11.12% (-0.32%)
4% less funds holding
Funds holding: 182 → 174 (-8)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
18% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 60
42% less call options, than puts
Call options by funds: $62K | Put options by funds: $106K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$6.76M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.07M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.95M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$2.19M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$17.1M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$9.95M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$6.86M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$3.89M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$3.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSB
201
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -661 | Closed |
|
|
CG
202
Colony Group
Boston,
Massachusetts
| – | -$2K | -473 | Closed |
|
|
CHP
203
Cable Hill Partners
Portland,
Oregon
| – | -$2K | -451 | Closed |
|
|
KCPG
204
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -349 | Closed |
|
|
RIA
205
Regal Investment Advisors
Kentwood,
Michigan
| – | -$1K | -331 | Closed |
|
|
FHA
206
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -314 | Closed |
|
|
BCM
207
Brookstone Capital Management
Wheaton,
Illinois
| – | -$1K | -228 | Closed |
|
|
FPFS
208
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -202 | Closed |
|
|
BL
209
Balentine LLC
Atlanta,
Georgia
| – | -$1K | -195 | Closed |
|
|
W
210
Wealthfront
Palo Alto,
California
| – | -$1K | -152 | Closed |
|
211
BNP Paribas Financial Markets
Paris,
France
| – | -$454 | -110 | Closed |
|
|
QCG
212
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$921 | +216 | New |
|
AEG Hedge Fund Activity: Q4 2015 in Review
174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.
The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.
- 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
- Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
- 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
- The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
- The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2015.