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174 hedge funds and large institutions have $1.03B invested in Aegon in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$12.9M)

0.32% less ownership

Funds ownership: 11.44%11.12% (-0.32%)

4% less funds holding

Funds holding: 182174 (-8)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

42% less call options, than puts

Call options by funds: $62K | Put options by funds: $106K

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
60
Closed
38
Calls
$62K
Puts
$106K
Net Calls
-$44K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$609M +$1.5M +352,636 +0.2%
CI
2
Cambiar Investors
Colorado
$77.5M +$6.76M +1,585,330 +9%
SAC
3
Smith Affiliated Capital
New York
$55.1M
BIP
4
Brandes Investment Partners
California
$53.3M -$3.89M -912,397 -7%
PMG
5
Private Management Group
California
$32.7M +$1.13M +266,136 +3%
Bank of America
6
Bank of America
North Carolina
$28.4M +$914K +214,362 +3%
Allianz Asset Management
7
Allianz Asset Management
Germany
$15.6M -$6.86M -1,608,115 -30%
Morgan Stanley
8
Morgan Stanley
New York
$13.5M +$1.21M +283,227 +9%
Wells Fargo
9
Wells Fargo
California
$10.4M +$1.28M +300,997 +13%
Northern Trust
10
Northern Trust
Illinois
$10.1M +$2.95M +691,194 +39%
EVM
11
Eaton Vance Management
Massachusetts
$9.5M -$9.95M -2,334,149 -50%
Franklin Resources
12
Franklin Resources
California
$8.46M +$2.19M +514,491 +33%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$8.39M -$551K -129,187 -6%
AG
14
Aperio Group
California
$5.82M -$152K -35,547 -2%
CAM
15
Capstone Asset Management
Texas
$4.96M -$67.9K -15,915 -1%
PPA
16
Parametric Portfolio Associates
Washington
$4.82M -$2.33M -545,274 -32%
RJA
17
Raymond James & Associates
Florida
$4.78M +$956K +224,203 +24%
SEI Investments
18
SEI Investments
Pennsylvania
$3.89M +$4.07M +954,252 +113,737%
EA
19
Euclid Advisors
Connecticut
$3.7M -$978K -229,373 -20%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$3.39M +$13.8K +3,238 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.29M -$680K -159,402 -16%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.27M -$24.9K -5,828 -0.7%
Goldman Sachs
23
Goldman Sachs
New York
$2.95M +$288K +67,599 +10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.88M -$107K -25,113 -3%
UBS Group
25
UBS Group
Switzerland
$2.86M -$42.6K -9,992 -1%

AEG Hedge Fund Activity: Q4 2015 in Review

174 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2015, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AEG and 32 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 49 added.

The largest buyer was Cambiar Investors, adding an estimated $6.76M. The largest seller was Tradewinds Global Investors, exiting entirely with an estimated $17.1M sold.

  • 174 institutional investors held Aegon (AEG) as of Q4 2015, down from 182 in Q3 2015.
  • Funds reported $1.03B of Aegon stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 32 funds opened new Aegon positions in Q4 2015 and 38 closed out, a net change of -6 holders.
  • The largest Aegon buyer in Q4 2015 was Cambiar Investors, an estimated $6.76M added.
  • The largest Aegon seller in Q4 2015 was Tradewinds Global Investors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.