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180 hedge funds and large institutions have $1.26B invested in Aegon in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0.05% more ownership

Funds ownership: 11.21%11.26% (+0.05%)

5% less capital invested

Capital invested by funds: $1.32B → $1.26B (-$65.6M)

2% less funds holding

Funds holding: 184180 (-4)

41% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 96

52% less call options, than puts

Call options by funds: $90K | Put options by funds: $189K

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
57
Reduced
96
Closed
24
Calls
$90K
Puts
$189K
Net Calls
-$99K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$775M -$11.4M -2,108,966 -1%
CI
2
Cambiar Investors
Colorado
$64.4M +$13.5M +2,492,245 +25%
BIP
3
Brandes Investment Partners
California
$55.8M +$6.65M +1,226,682 +13%
PMG
4
Private Management Group
California
$39.3M -$251K -46,243 -0.6%
MAA
5
Managed Account Advisors
New Jersey
$35.1M -$1.81M -333,354 -5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$31.7M -$394K -72,645 -1%
EVM
7
Eaton Vance Management
Massachusetts
$30.8M -$1.1M -202,548 -3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$28.6M -$6.35M -1,170,188 -18%
TGI
9
Tradewinds Global Investors
California
$19.8M -$7.24M -1,334,515 -26%
Morgan Stanley
10
Morgan Stanley
New York
$16.2M +$4.76M +877,637 +39%
PPA
11
Parametric Portfolio Associates
Washington
$9.49M +$74.1K +13,657 +0.8%
Wells Fargo
12
Wells Fargo
California
$8.84M -$1.89M -348,597 -17%
Northern Trust
13
Northern Trust
Illinois
$8.66M +$219K +40,326 +2%
EGA
14
Eagle Global Advisors
Texas
$7.05M -$4.64K -855 -0.1%
CAM
15
Capstone Asset Management
Texas
$6.73M +$5.41M +997,642 +337%
EA
16
Euclid Advisors
Connecticut
$5.66M +$2.24M +412,199 +61%
Goldman Sachs
17
Goldman Sachs
New York
$4.63M +$107K +19,648 +2%
RJA
18
Raymond James & Associates
Florida
$4.55M +$571K +105,341 +14%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.47M +$4.66M +858,961 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$4.42M -$5.29K -976 -0.1%
AG
21
Aperio Group
California
$4.29M +$3.97K +732 +0.1%
BF
22
BOK Financial
Oklahoma
$4.22M -$54.3K -10,011 -1%
UBS Group
23
UBS Group
Switzerland
$4.17M -$27.9K -5,142 -0.6%
DVM
24
Dreman Value Management
Florida
$4.05M -$573K -105,700 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.93M +$700K +129,029 +21%

AEG Hedge Fund Activity: Q2 2015 in Review

180 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2015, worth a combined $1.26B — down 5% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AEG positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 96 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $13.5M. The largest seller was Dodge & Cox, cutting an estimated $11.4M.

  • 180 institutional investors held Aegon (AEG) as of Q2 2015, down from 184 in Q1 2015.
  • Funds reported $1.26B of Aegon stock for Q2 2015, down 5% quarter-over-quarter.
  • 26 funds opened new Aegon positions in Q2 2015 and 24 closed out, a net change of +2 holders.
  • The largest Aegon buyer in Q2 2015 was Cambiar Investors, an estimated $13.5M added.
  • The largest Aegon seller in Q2 2015 was Dodge & Cox, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2015.