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154 hedge funds and large institutions have $1.44B invested in Aegon in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more call options, than puts

Call options by funds: $989K | Put options by funds: $610K

27% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$306M)

8% more funds holding

Funds holding: 142154 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 10.58%10.44% (-0.14%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
154
Holders Change
+12
Holders Change %
+8.45%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
48
Closed
16
Calls
$989K
Puts
$610K
Net Calls
+$379K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$956M -$16.6M -2,910,123 -2%
BIP
2
Brandes Investment Partners
California
$88.7M -$35.4M -6,216,701 -31%
TGI
3
Tradewinds Global Investors
California
$57.5M -$88K -15,463 -0.2%
PMG
4
Private Management Group
California
$49.7M -$93.5K -16,441 -0.2%
EVM
5
Eaton Vance Management
Massachusetts
$48.9M +$1.53K +269 +0%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$38.3M +$11.6M +2,043,206 +52%
Federated Hermes
7
Federated Hermes
Pennsylvania
$25.4M +$6.16M +1,082,925 +38%
MAA
8
Managed Account Advisors
New Jersey
$13.7M +$10.5M +1,838,356 +617%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$11.2M -$643K -113,092 -6%
Wells Fargo
10
Wells Fargo
California
$10.1M -$1.63M -286,759 -15%
Bank of America
11
Bank of America
North Carolina
$9.03M +$1.79M +315,413 +29%
U
12
UBS
Switzerland
$8.66M +$38.8K +6,826 +0.5%
DVM
13
Dreman Value Management
Florida
$8.12M +$4.88M +858,125 New
Morgan Stanley
14
Morgan Stanley
New York
$7.44M +$1.57M +276,528 +31%
BF
15
BOK Financial
Oklahoma
$6.44M +$159K +28,025 +3%
BA
16
Boston Advisors
Massachusetts
$6.25M -$95.5K -16,792 -2%
VKH
17
Virtu KCG Holdings
New York
$6.12M +$4.92M +865,152 +1,006%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.6M +$55.3K +9,715 +1%
PPA
19
Parametric Portfolio Associates
Washington
$5.05M +$206K +36,182 +5%
UBS AM
20
UBS AM
Illinois
$4.46M +$3.94M +692,708 New
Goldman Sachs
21
Goldman Sachs
New York
$4.39M +$134K +23,644 +4%
AG
22
Aperio Group
California
$4.22M -$3.58M -628,735 Closed
Northern Trust
23
Northern Trust
Illinois
$4.01M +$385K +67,767 +12%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.98M +$3.52M +618,205 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.19M +$2.86M +502,172 New

AEG Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2013, worth a combined $1.44B — up 27% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 16 closed out — a net gain of 12 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Brandes Investment Partners, cutting an estimated $35.4M.

  • 154 institutional investors held Aegon (AEG) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.44B of Aegon stock for Q4 2013, up 27% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2013 and 16 closed out, a net change of +12 holders.
  • The largest Aegon buyer in Q4 2013 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Aegon seller in Q4 2013 was Brandes Investment Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.