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237 hedge funds and large institutions have $1.13B invested in Aegon in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more call options, than puts

Call options by funds: $239K | Put options by funds: $40K

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61.8M)

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

1% more funds holding

Funds holding: 235237 (+2)

0.83% more ownership

Funds ownership: 9.58%10.42% (+0.83%)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
80
Reduced
75
Closed
18
Calls
$239K
Puts
$40K
Net Calls
+$199K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$5K +$4.27K +690 New
CT
202
Clearstead Trust
Maine
$4.01K
HFS
203
Hantz Financial Services
Michigan
$4K -$118 -19 -3%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$3.69K
JWA
205
JFS Wealth Advisors
Pennsylvania
$3.31K
OWP
206
ORG Wealth Partners
Texas
$3.26K +$3.16K +511 New
GKIM
207
GW&K Investment Management
Massachusetts
$3K
CT
208
Caldwell Trust
Florida
$3K
W
209
WealthCollab
Washington
$2.8K +$2.71K +438 New
NA
210
NewEdge Advisors
Louisiana
$2.5K +$111 +18 +5%
SPIA
211
Steward Partners Investment Advisory
New York
$2.42K
BGAI
212
Bruce G. Allen Investments
Colorado
$2.36K -$1.49K -240 -39%
SJIM
213
St. Johns Investment Management
Florida
$2.26K
CPG
214
Cornerstone Planning Group
New Jersey
$2.15K -$3.33K -538 -61%
JEST
215
JTC Employer Solutions Trustee
Jersey
$2K
VWM
216
Venturi Wealth Management
Texas
$1.93K +$1.87K +302 New
WT
217
Whittier Trust
California
$1.92K +$1.14K +184 +157%
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$1.85K
GBT
219
Grove Bank & Trust
Florida
$1.5K +$1.45K +234 New
AWM
220
Avior Wealth Management
Nebraska
$1.36K
MA
221
Montag & Associates
Georgia
$1.22K
AIM
222
Anchor Investment Management
South Carolina
$1.18K
HNB
223
Huntington National Bank
Ohio
$1.17K
GRP
224
Global Retirement Partners
California
$1.09K
AAP
225
Arax Advisory Partners
Colorado
$742 +$718 +116 New

AEG Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2024, worth a combined $1.13B — up 5.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AEG positions and 18 closed out — a net gain of 5 holders — while 80 added to existing stakes and 75 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $8.14M. The largest seller was Arrowstreet Capital, cutting an estimated $12.4M.

  • 237 institutional investors held Aegon (AEG) as of Q3 2024, up from 235 in Q2 2024.
  • Funds reported $1.13B of Aegon stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 23 funds opened new Aegon positions in Q3 2024 and 18 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q3 2024 was Voloridge Investment Management, an estimated $8.14M added.
  • The largest Aegon seller in Q3 2024 was Arrowstreet Capital, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.