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Aegon
AEG

Overview Fund Activity

214 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26M
3
PE
3
Point72 Europe
United Kingdom
$4.12M
4
BIP
4
Brandes Investment Partners
California
$11.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
PMG
2
Private Management Group
California
$8.53M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.6M
4
Millennium Management
4
Millennium Management
New York
$1.65M
5
Optiver Holding
5
Optiver Holding
Netherlands
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
201
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
GI
202
Gradient Investments
Minnesota
$991 – – –
GRP
203
Global Retirement Partners
California
$990 – – –
AAP
204
Arax Advisory Partners
Colorado
$830 -$3.45K -599 -81%
WT
205
Whittier Trust
California
$672 – – –
PA
206
PSI Advisors
Florida
$576 +$576 +100 New
LFG
207
Larson Financial Group
Missouri
$484 +$484 +84 New
AF
208
Advisornet Financial
Minnesota
$415 – – –
BCM
209
Bourgeon Capital Management
Connecticut
$300 – – –
PCFFS
210
Pacific Center for Financial Services
California
$208 – – –
NECFA
211
New England Capital Financial Advisors
Connecticut
$64 – – –
LF
212
Lee Financial
Texas
$47 – – –
CMA
213
Cedar Mountain Advisors
Oregon
$12 +$12 +2 New
HNB
214
Huntington National Bank
Ohio
$5 -$1.26K -251 -100%
RJA
215
Raymond James & Associates
Florida
– -$17.1M -3,567,313 Closed
FHB
216
First Hawaiian Bank
Hawaii
– -$700K -145,910 Closed
OFP
217
OLIO Financial Planning
Virginia
– -$404K -84,149 Closed
SIS
218
Susquehanna International Securities
Ireland
– -$162K -33,712 Closed
QT
219
Quantbot Technologies
New York
– -$156K -32,486 Closed
DWT
220
Dorsey & Whitney Trust
South Dakota
– -$74K -15,417 Closed
GSC
221
Ground Swell Capital
South Carolina
– -$73.2K -15,252 Closed
CFM
222
Capricorn Fund Managers
United Kingdom
– -$70.1K -14,600 Closed
HJIM
223
Henry James International Management
New York
– -$68K -14,165 Closed
MCM
224
Marathon Capital Management
Maryland
– -$64K -13,326 Closed
OBWG
225
Onyx Bridge Wealth Group
New York
– -$57.3K -11,935 Closed
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