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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Schubert & Co
Texas
$1K +$1.06K +213 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.41K +284 New
AIM
203
Anchor Investment Management
South Carolina
$806 -$20 -4 -2%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$307 -$41.8K -8,428 -12%
Two Sigma Investments
205
Two Sigma Investments
New York
-$553K -109,250 Closed
FCH
206
Freestone Capital Holdings
Washington
-$296K -58,572 Closed
EVM
207
Eaton Vance Management
Massachusetts
-$234K -46,197 Closed
BCM
208
Bayesian Capital Management
New York
-$186K -36,700 Closed
SA
209
Shilanski & Associates
Alaska
-$176K -34,863 Closed
AWA
210
Aaron Wealth Advisors
Illinois
-$5.19M -28,717 Closed
First Trust Advisors
211
First Trust Advisors
Illinois
-$140K -27,749 Closed
SSA
212
Schonfeld Strategic Advisors
New York
-$81K -16,102 Closed
DWT
213
Dorsey & Whitney Trust
South Dakota
-$77K -15,173 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
-$75K -14,843 Closed
FRM
215
Fox Run Management
Connecticut
-$71K -14,123 Closed
MCC
216
Money Concepts Capital
Florida
-$66K -13,097 Closed
VCP
217
Verus Capital Partners
Arizona
-$59K -11,763 Closed
TRCT
218
Tower Research Capital (TRC)
New York
-$19K -3,769 Closed
GAM
219
Gemmer Asset Management
California
-$2K -525 Closed
MAM
220
McCarthy Asset Management
California
-$3K -523 Closed
MCM
221
Manchester Capital Management
Vermont
-$2K -304 Closed
CB
222
CNB Bank
Pennsylvania
-$2K -299 Closed
AF
223
Advisornet Financial
Minnesota
-$1.29K -260 -78%
SA
224
SFI Advisors
New Jersey
-$666 -132 Closed
AWM
225
Accel Wealth Management
Iowa
-$10 -2 -2%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.