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Aegon
AEG

197 hedge funds and large institutions have $432M invested in Aegon in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $660K

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

0.29% more ownership

Funds ownership: 8.64% → 8.93% (+0.29%)

4% less funds holding

Funds holding: 205 → 197 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

43% less capital invested

Capital invested by funds: $760M → $432M (-$328M)

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
67
Reduced
47
Closed
35
Calls
$1.14M
Puts
$660K
Net Calls
+$482K
Net Calls Change
-$1.93M

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$5.9M
2
RJA
Raymond James & Associates
Florida
+$5.16M
3
PPA
Parametric Portfolio Associates
Washington
+$3.75M
4
Goldman Sachs
Goldman Sachs
New York
+$2.75M
5
Bank of America
Bank of America
North Carolina
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.36M
2
Jane Street
Jane Street
New York
-$1.36M
3
SS
Sunbelt Securities
Texas
-$1.12M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$946K
5
Morgan Stanley
Morgan Stanley
New York
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
IB
201
Intrust Bank
Kansas
– -$71K -16,976 Closed
BSW
202
Buckingham Strategic Wealth
Missouri
– -$70K -16,737 Closed
UCFA
203
United Capital Financial Advisors
Texas
– -$62K -14,913 Closed
Brown Advisory
204
Brown Advisory
Maryland
– -$62K -14,810 Closed
CCIA
205
Campbell & Co Investment Adviser
Maryland
– -$56K -13,459 Closed
9WM
206
9258 Wealth Management
Ohio
– -$52K -12,528 Closed
RFC
207
Regions Financial Corp
Alabama
– -$48K -11,507 Closed
AP
208
Adero Partners
California
– -$47K -11,339 Closed
FM
209
Foster & Motley
Ohio
– -$46K -11,006 Closed
M&T Bank
210
M&T Bank
New York
– -$46K -10,932 Closed
FPS
211
Fieldpoint Private Securities
Connecticut
– -$14K -3,327 Closed
LB
212
Legacy Bridge
Iowa
– -$9K -2,189 Closed
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
– -$7K -1,712 Closed
BCA
214
Berman Capital Advisors
Georgia
– -$3.53K -1,060 -77%
HNB
215
Huntington National Bank
Ohio
– -$3.34K -1,003 -100%
LWM
216
Liberty Wealth Management
California
– -$3K -848 Closed
TI
217
tru Independence
Oregon
– -$3K -693 Closed
EWA
218
Evolution Wealth Advisors
Florida
– -$2K -467 Closed
SWM
219
Sugarloaf Wealth Management
Georgia
– -$1.19K -357 -89%
CG
220
Cutler Group
California
– -$1K -318 Closed
5 6 7 8
9

AEG Hedge Fund Activity: Q1 2020 in Review

197 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2020, worth a combined $432M — down 43% from $760M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 30 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 67 added.

The largest buyer was Aperio Group, adding an estimated $5.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.36M sold.

  • 197 institutional investors held Aegon (AEG) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $432M of Aegon stock for Q1 2020, down 43% quarter-over-quarter.
  • 30 funds opened new Aegon positions in Q1 2020 and 35 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q1 2020 was Aperio Group, an estimated $5.9M added.
  • The largest Aegon seller in Q1 2020 was Old Mission Capital, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2020.