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232 hedge funds and large institutions have $1.11B invested in Aegon in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 149 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

5% more funds holding

Funds holding: 221232 (+11)

4% more capital invested

Capital invested by funds: $1.07B → $1.11B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 10.31%9.61% (-0.7%)

70% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 149

86% less call options, than puts

Call options by funds: $182K | Put options by funds: $1.32M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
44
Reduced
149
Closed
25
Calls
$182K
Puts
$1.32M
Net Calls
-$1.14M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$7K
CAW
202
Cornerstone Advisors (Washington)
Washington
$7K +$26 +5 +0.4%
BL
203
Balentine LLC
Georgia
$7K +$6.42K +1,234 New
MNBTD
204
Moody National Bank Trust Division
Texas
$7K +$6.67K +1,284 New
BBHC
205
Brown Brothers Harriman & Co
New York
$6K -$166 -32 -3%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$6K -$166 -32 -3%
SCM
207
Southport Capital Management
Tennessee
$6K +$5.51K +1,061 New
BWM
208
BerganKDV Wealth Management
Minnesota
$5K -$42 -8 -0.8%
Group One Trading
209
Group One Trading
Illinois
$5K +$4.86K +934 New
MWPCG
210
Measured Wealth Private Client Group
New Hampshire
$5K +$4.92K +946 New
CHC
211
City Holding Co
West Virginia
$3K -$78 -15 -3%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$78 -15 -3%
FHA
213
First Horizon Advisors
Tennessee
$3K +$811 +156 +35%
AF
214
Allworth Financial
California
$2K -$2.5K -480 -57%
TCOV
215
Trust Company of Vermont
Vermont
$2K -$57 -11 -3%
WT
216
Whittier Trust
California
$2K -$57 -11 -3%
FCB
217
First Command Bank
Texas
$2K -$52 -10 -3%
FCFS
218
First Command Financial Services
Texas
$2K -$52 -10 -3%
TC
219
Truvestments Capital
Florida
$2K +$1.73K +332 New
GP
220
Girard Partners
Pennsylvania
$2K +$2.64K +507 New
AIM
221
Anchor Investment Management
South Carolina
$1.18K -$31 -6 -3%
TWA
222
TCI Wealth Advisors
Arizona
$1K -$2.49K -479 -67%
CTB
223
Country Trust Bank
Illinois
$1K -$2.42K -465 -76%
TL
224
TrueWealth LLC
Georgia
$1K -$26 -5 -2%
CIR
225
Clear Investment Research
Georgia
$1K +$1K +193 New

AEG Hedge Fund Activity: Q3 2018 in Review

232 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2018, worth a combined $1.11B — up 4.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 25 closed out — a net gain of 11 holders — while 44 added to existing stakes and 149 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $7.55M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 232 institutional investors held Aegon (AEG) as of Q3 2018, up from 221 in Q2 2018.
  • Funds reported $1.11B of Aegon stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q3 2018 was Arrowstreet Capital, an estimated $7.55M added.
  • The largest Aegon seller in Q3 2018 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2018.