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254 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

7% more funds holding

Funds holding: 237254 (+17)

0.52% more ownership

Funds ownership: 10.42%10.94% (+0.52%)

6% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$63.2M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

36% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.21M

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
67
Reduced
89
Closed
14
Calls
$768K
Puts
$1.21M
Net Calls
-$440K
Net Calls Change
-$639K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.6K -$4.83K -770 -32%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$10K
CWM
203
Copia Wealth Management
Oregon
$9.28K +$9.87K +1,575 New
TWC
204
TD Waterhouse Canada
Ontario, Canada
$7.06K
GRP
205
Global Retirement Partners
California
$6.22K +$5.55K +885 +518%
SIC
206
Salem Investment Counselors
North Carolina
$6.01K
PFA
207
Pillar Financial Advisors
Kentucky
$5.48K +$5.83K +930 New
FFA
208
Farther Finance Advisors
California
$4.45K -$3.3K -526 -41%
MCM
209
MAI Capital Management
Ohio
$4.45K +$4.74K +756 New
CTC
210
Central Trust Company
Missouri
$4.42K -$2.47K -394 -34%
PS
211
Pinney & Scofield
Massachusetts
$4.21K +$4.48K +714 New
Bessemer Group
212
Bessemer Group
New Jersey
$4K
VWWMG
213
Vermillion & White Wealth Management Group
Pennsylvania
$3.95K +$4.21K +671 New
CT
214
Clearstead Trust
Maine
$3.7K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$3.4K
JWA
216
JFS Wealth Advisors
Pennsylvania
$3.32K +$288 +46 +9%
GSWM
217
Golden State Wealth Management
California
$3.13K +$3.33K +532 New
OWP
218
ORG Wealth Partners
Texas
$3.01K
HFS
219
Hantz Financial Services
Michigan
$3K
CT
220
Caldwell Trust
Florida
$2.76K
SPIA
221
Steward Partners Investment Advisory
New York
$2.23K
BGAI
222
Bruce G. Allen Investments
Colorado
$2.17K
GWM
223
Geneos Wealth Management
Colorado
$2.16K +$2.3K +367 New
SJIM
224
St. Johns Investment Management
Florida
$2.08K
GKIM
225
GW&K Investment Management
Massachusetts
$2K

AEG Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2024, worth a combined $1.06B — down 5.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AEG positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $6.41M. The largest seller was Bank of America, cutting an estimated $3.49M.

  • 254 institutional investors held Aegon (AEG) as of Q4 2024, up from 237 in Q3 2024.
  • Funds reported $1.06B of Aegon stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2024 and 14 closed out, a net change of +18 holders.
  • The largest Aegon buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $6.41M added.
  • The largest Aegon seller in Q4 2024 was Bank of America, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2024.