We are live on ! Find out more

221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$1.92K
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$1.75K
Jones Financial Companies
203
Jones Financial Companies
Missouri
$1.22K
MA
204
Montag & Associates
Georgia
$1.15K -$4.79K -823 -81%
AIM
205
Anchor Investment Management
South Carolina
$1.11K
GRP
206
Global Retirement Partners
California
$1.03K
TFA
207
Transamerica Financial Advisors
Florida
$1K
AAP
208
Arax Advisory Partners
Colorado
$872
FGAM
209
Financial Gravity Asset Management
Texas
$818 +$786 +135 New
WT
210
Whittier Trust
California
$707
HNB
211
Huntington National Bank
Ohio
$610 +$582 +100 +10,000%
PA
212
PSI Advisors
Florida
$605
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$562 +$541 +93 New
LFG
214
Larson Financial Group
Missouri
$508
Group One Trading
215
Group One Trading
Illinois
$490 -$6.64K -1,141 -93%
CPG
216
Cornerstone Planning Group
New Jersey
$444 +$407 +70 New
AF
217
Advisornet Financial
Minnesota
$436
AssetMark Inc
218
AssetMark Inc
California
$375 +$361 +62 New
PCFFS
219
Pacific Center for Financial Services
California
$218
NECFA
220
New England Capital Financial Advisors
Connecticut
$67
CMA
221
Cedar Mountain Advisors
Oregon
$12
BIP
222
Brandes Investment Partners
California
-$11.1M -1,922,545 Closed
PMG
223
Private Management Group
California
-$8.53M -1,480,267 Closed
PE
224
Point72 Europe
United Kingdom
-$4.12M -714,949 Closed
Point72 Asset Management
225
Point72 Asset Management
Connecticut
-$1.67M -290,600 Closed

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.