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Aegon
AEG

229 hedge funds and large institutions have $843M invested in Aegon in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 228 → 229 (+1)

0.1% less ownership

Funds ownership: 9.39% → 9.3% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

14% less capital invested

Capital invested by funds: $975M → $843M (-$132M)

89% less call options, than puts

Call options by funds: $177K | Put options by funds: $1.67M

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
73
Reduced
78
Closed
22
Calls
$177K
Puts
$1.67M
Net Calls
-$1.49M
Net Calls Change
-$273K

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$6.06M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.43M
3
Optiver Holding
Optiver Holding
Netherlands
+$3.9M
4
Wells Fargo
Wells Fargo
California
+$3M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22M
2
PMG
Private Management Group
California
-$3.84M
3
Goldman Sachs
Goldman Sachs
New York
-$2.42M
4
Dodge & Cox
Dodge & Cox
California
-$1.53M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
201
Global Retirement Partners
California
$3.81K +$1.66K +327 +61%
CTC
202
Central Trust Company
Missouri
$3.23K – – –
PB
203
Pinnacle Bancorp
Nebraska
$3.13K – – –
JWA
204
JFS Wealth Advisors
Pennsylvania
$2.95K +$20 +4 +0.6%
CT
205
Clearstead Trust
Maine
$2.7K – – –
WWP
206
WR Wealth Planners
Missouri
$2.57K +$3.03K +598 New
KFS
207
Kelly Financial Services
Massachusetts
$2.32K – – –
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$2.06K – – –
SSC
209
Syverson Strege & Co
Iowa
$1.7K +$2K +396 New
SPIA
210
Steward Partners Investment Advisory
New York
$1.63K – – –
SJIM
211
St. Johns Investment Management
Florida
$1.52K – – –
SC
212
Schubert & Co
Texas
$1.46K +$116 +23 +7%
CCA
213
Column Capital Advisors
Indiana
$1.33K – – –
JEST
214
JTC Employer Solutions Trustee
Jersey
$1K – – –
VNA
215
Valley National Advisers
Pennsylvania
$1K – – –
AIM
216
Anchor Investment Management
South Carolina
$791 – – –
GI
217
Gradient Investments
Minnesota
$740 +$870 +172 New
WT
218
Whittier Trust
California
$501 -$562 -111 -49%
AWM
219
Accel Wealth Management
Iowa
$374 – – –
AF
220
Advisornet Financial
Minnesota
$310 – – –
SWM
221
Sugarloaf Wealth Management
Georgia
$245 – – –
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$218 +$14.4K +2,851 +6%
PCFFS
223
Pacific Center for Financial Services
California
$155 +$182 +36 New
NECFA
224
New England Capital Financial Advisors
Connecticut
$48 – – –
LF
225
Lee Financial
Texas
$35 – – –
6 7 8
9
10

AEG Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2023, worth a combined $843M — down 14% from $975M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 22 closed out — a net gain of 5 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $6.06M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22M sold.

  • 229 institutional investors held Aegon (AEG) as of Q1 2023, up from 228 in Q4 2022.
  • Funds reported $843M of Aegon stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2023 and 22 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2023 was Brandes Investment Partners, an estimated $6.06M added.
  • The largest Aegon seller in Q1 2023 was Arrowstreet Capital, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2023.