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184 hedge funds and large institutions have $1.32B invested in Aegon in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

16% more call options, than puts

Call options by funds: $227K | Put options by funds: $196K

11% more capital invested

Capital invested by funds: $1.19B → $1.32B (+$131M)

0.53% more ownership

Funds ownership: 10.69%11.21% (+0.53%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
41
Closed
24
Calls
$227K
Puts
$196K
Net Calls
+$31K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$828M +$350K +66,929 +0%
CI
2
Cambiar Investors
Colorado
$54.1M +$11.4M +2,182,877 +28%
BIP
3
Brandes Investment Partners
California
$52M +$5.96M +1,138,130 +14%
PMG
4
Private Management Group
California
$41.7M -$1.32K -252 -0%
MAA
5
Managed Account Advisors
New Jersey
$38.7M +$23.8M +4,556,179 +181%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$36.6M -$6.12M -1,168,736 -15%
Allianz Asset Management
7
Allianz Asset Management
Germany
$33.8M +$32.3M +6,171,841 New
EVM
8
Eaton Vance Management
Massachusetts
$33.5M -$8.15M -1,556,459 -20%
TGI
9
Tradewinds Global Investors
California
$28M +$2.83M +539,763 +12%
Morgan Stanley
10
Morgan Stanley
New York
$12.2M +$3.09M +591,292 +36%
Wells Fargo
11
Wells Fargo
California
$11.2M +$1.8M +344,198 +20%
PPA
12
Parametric Portfolio Associates
Washington
$9.92M -$181K -34,488 -2%
Northern Trust
13
Northern Trust
Illinois
$8.89M +$1.87M +357,956 +28%
EGA
14
Eagle Global Advisors
Texas
$7.42M +$463K +88,393 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.73M -$652K -124,577 -9%
BTS
16
BB&T Securities
Virginia
$5.21M +$93.2K +17,799 +23%
DVM
17
Dreman Value Management
Florida
$4.85M -$360K -68,856 -7%
Goldman Sachs
18
Goldman Sachs
New York
$4.76M +$562K +107,472 +14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.66M -$146K -27,861 -3%
AG
20
Aperio Group
California
$4.51M +$239K +45,588 +6%
BF
21
BOK Financial
Oklahoma
$4.5M -$172K -32,912 -4%
UBS Group
22
UBS Group
Switzerland
$4.42M -$367K -70,166 -8%
RJA
23
Raymond James & Associates
Florida
$4.21M +$2.62M +500,449 +186%
Bank of America
24
Bank of America
North Carolina
$3.72M -$410K -78,255 -10%
EA
25
Euclid Advisors
Connecticut
$3.69M +$578K +110,367 +20%

AEG Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2015, worth a combined $1.32B — up 11% from $1.19B a quarter earlier.

Fund positioning in AEG was balanced in Q1 2015: 24 funds opened new positions, 24 closed out, 75 added to existing stakes and 41 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $32.3M. The largest seller was Boston Advisors, exiting entirely with an estimated $8.15M sold.

  • 184 institutional investors held Aegon (AEG) as of Q1 2015, down from 187 in Q4 2014.
  • Funds reported $1.32B of Aegon stock for Q1 2015, up 11% quarter-over-quarter.
  • 24 funds opened new Aegon positions in Q1 2015 and 24 closed out, a net change of 0 holders.
  • The largest Aegon buyer in Q1 2015 was Allianz Asset Management, an estimated $32.3M added.
  • The largest Aegon seller in Q1 2015 was Boston Advisors, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2015.