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142 hedge funds and large institutions have $1.13B invested in Aegon in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

9% more funds holding

Funds holding: 130142 (+12)

7% more capital invested

Capital invested by funds: $1.06B → $1.13B (+$77.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 10.89%10.58% (-0.31%)

12% less call options, than puts

Call options by funds: $835K | Put options by funds: $948K

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
64
Reduced
39
Closed
8
Calls
$835K
Puts
$948K
Net Calls
-$113K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$761M -$21.8M -4,269,766 -3%
BIP
2
Brandes Investment Partners
California
$100M -$7.13M -1,396,764 -7%
TGI
3
Tradewinds Global Investors
California
$45M -$21.7M -4,249,495 -32%
PMG
4
Private Management Group
California
$38.9M +$514K +100,738 +1%
EVM
5
Eaton Vance Management
Massachusetts
$38.2M +$3.63K +712 +0%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$19.7M -$11.3M -2,218,209 -36%
Federated Hermes
7
Federated Hermes
Pennsylvania
$14.4M +$14.6M +2,865,787 New
Wells Fargo
8
Wells Fargo
California
$9.33M +$6.95M +1,362,177 +276%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$9.32M -$5.21M -1,021,175 -36%
U
10
UBS
Switzerland
$6.72M +$239K +46,781 +4%
Bank of America
11
Bank of America
North Carolina
$5.47M +$3.23M +633,767 +139%
NM
12
Nokota Management
New York
$5M +$5.07M +994,254 New
BA
13
Boston Advisors
Massachusetts
$4.96M +$5.04M +987,364 New
BF
14
BOK Financial
Oklahoma
$4.89M +$4.66M +913,059 +1,531%
Morgan Stanley
15
Morgan Stanley
New York
$4.42M -$750K -146,918 -14%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$4.33M +$41.3K +8,094 +0.9%
PPA
17
Parametric Portfolio Associates
Washington
$3.76M +$190K +37,234 +5%
AC
18
Ascend Capital
California
$3.44M +$626K +122,710 +22%
Goldman Sachs
19
Goldman Sachs
New York
$3.31M +$275K +53,844 +9%
AG
20
Aperio Group
California
$3.16M +$199K +38,939 +7%
SCM
21
Shah Capital Management
North Carolina
$2.93M -$57.2K -11,215 -2%
Northern Trust
22
Northern Trust
Illinois
$2.79M +$195K +38,301 +7%
WIS
23
Wright Investors Service
Connecticut
$2.09M +$1.31M +255,987 +160%
GCAC
24
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.93M +$1.88M +367,687 New
Comerica Bank
25
Comerica Bank
Texas
$1.74M +$123K +24,016 +7%

AEG Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2013, worth a combined $1.13B — up 7.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AEG positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $14.6M. The largest seller was Dodge & Cox, cutting an estimated $21.8M.

  • 142 institutional investors held Aegon (AEG) as of Q3 2013, up from 130 in Q2 2013.
  • Funds reported $1.13B of Aegon stock for Q3 2013, up 7.3% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Aegon buyer in Q3 2013 was Federated Hermes, an estimated $14.6M added.
  • The largest Aegon seller in Q3 2013 was Dodge & Cox, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.