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187 hedge funds and large institutions have $1.19B invested in Aegon in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

7% more funds holding

Funds holding: 174187 (+13)

2% more call options, than puts

Call options by funds: $141K | Put options by funds: $138K

0.18% more ownership

Funds ownership: 10.5%10.69% (+0.18%)

7% less capital invested

Capital invested by funds: $1.28B → $1.19B (-$92M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
58
Reduced
51
Closed
13
Calls
$141K
Puts
$138K
Net Calls
+$3K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$782M +$7.17M +1,329,842 +0.9%
BIP
2
Brandes Investment Partners
California
$43.3M +$1.89M +349,659 +4%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$40.6M +$12.3M +2,281,212 +41%
CI
4
Cambiar Investors
Colorado
$39.9M -$984K -182,529 -2%
EVM
5
Eaton Vance Management
Massachusetts
$39.7M -$56K -10,393 -0.1%
PMG
6
Private Management Group
California
$39.4M +$291K +53,966 +0.7%
TGI
7
Tradewinds Global Investors
California
$23.8M -$3.06M -568,063 -11%
MAA
8
Managed Account Advisors
New Jersey
$13M -$858K -159,184 -6%
PPA
9
Parametric Portfolio Associates
Washington
$9.56M -$322K -59,655 -3%
Wells Fargo
10
Wells Fargo
California
$8.82M +$925K +171,591 +11%
Morgan Stanley
11
Morgan Stanley
New York
$8.48M +$76.7K +14,226 +0.9%
BA
12
Boston Advisors
Massachusetts
$8.15M -$1.1M -203,236 -11%
Renaissance Technologies
13
Renaissance Technologies
New York
$7.09M +$1.31M +242,577 +22%
EGA
14
Eagle Global Advisors
Texas
$6.56M -$2.15M -399,410 -24%
Northern Trust
15
Northern Trust
Illinois
$6.55M +$43.2K +8,005 +0.6%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.42M +$900K +166,788 +19%
DVM
17
Dreman Value Management
Florida
$4.94M -$724K -134,212 -12%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$4.55M -$5 -1 -0%
UBS Group
19
UBS Group
Switzerland
$4.54M +$4.73M +877,335 New
BF
20
BOK Financial
Oklahoma
$4.42M +$162K +30,110 +4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.12M +$547K +101,343 +15%
AG
22
Aperio Group
California
$4.03M -$23.2K -4,301 -0.5%
BTS
23
BB&T Securities
Virginia
$4.01M +$59.2K +10,977 +17%
Goldman Sachs
24
Goldman Sachs
New York
$3.95M -$468K -86,761 -10%
Bank of America
25
Bank of America
North Carolina
$3.93M -$4.65M -861,938 -53%

AEG Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2014, worth a combined $1.19B — down 7.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $4.65M.

  • 187 institutional investors held Aegon (AEG) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.19B of Aegon stock for Q4 2014, down 7.2% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q4 2014 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest Aegon seller in Q4 2014 was Bank of America, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2014.