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182 hedge funds and large institutions have $971M invested in Aegon in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174182 (+8)

0.31% more ownership

Funds ownership: 11.12%11.44% (+0.31%)

6% less capital invested

Capital invested by funds: $1.03B → $971M (-$57.8M)

61% less call options, than puts

Call options by funds: $34K | Put options by funds: $88K

Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
64
Reduced
46
Closed
17
Calls
$34K
Puts
$88K
Net Calls
-$54K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$591M +$578K +149,432 +0.1%
CI
2
Cambiar Investors
Colorado
$96.6M +$21M +5,416,252 +28%
BIP
3
Brandes Investment Partners
California
$54.5M +$2.75M +709,859 +5%
Bank of America
4
Bank of America
North Carolina
$32.4M +$4.76M +1,231,492 +18%
PMG
5
Private Management Group
California
$32M +$265K +68,562 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$17.7M +$4.54M +1,172,501 +35%
Allianz Asset Management
7
Allianz Asset Management
Germany
$14.9M -$289K -74,588 -2%
Wells Fargo
8
Wells Fargo
California
$11.1M +$1M +259,069 +10%
Northern Trust
9
Northern Trust
Illinois
$9.71M -$51.8K -13,381 -0.5%
Franklin Resources
10
Franklin Resources
California
$8.75M +$532K +137,552 +7%
EVM
11
Eaton Vance Management
Massachusetts
$7.69M -$1.49M -384,907 -17%
AG
12
Aperio Group
California
$5.2M -$433K -111,950 -8%
CAM
13
Capstone Asset Management
Texas
$5.05M +$235K +60,691 +5%
RJA
14
Raymond James & Associates
Florida
$5.04M +$398K +102,848 +9%
PPA
15
Parametric Portfolio Associates
Washington
$4.67M -$2.42K -625 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.05M +$842K +217,571 +27%
Goldman Sachs
17
Goldman Sachs
New York
$3.64M +$761K +196,575 +27%
SEI Investments
18
SEI Investments
Pennsylvania
$3.58M -$192K -49,688 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.29M +$6.43K +1,661 +0.2%
GWI
20
Grace & White Inc
New York
$3.16M +$636K +164,286 +26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.08M +$279K +72,192 +10%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$2.83M +$48.7K +12,595 +2%
UBS Group
23
UBS Group
Switzerland
$2.73M -$43.2K -11,176 -2%
Truist Financial
24
Truist Financial
North Carolina
$2.69M +$689K +178,121 +36%
US Bancorp
25
US Bancorp
Minnesota
$2.36M +$284K +73,319 +14%

AEG Hedge Fund Activity: Q1 2016 in Review

182 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2016, worth a combined $971M — down 5.6% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 17 closed out — a net gain of 10 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $21M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $8.39M sold.

  • 182 institutional investors held Aegon (AEG) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $971M of Aegon stock for Q1 2016, down 5.6% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q1 2016 and 17 closed out, a net change of +10 holders.
  • The largest Aegon buyer in Q1 2016 was Cambiar Investors, an estimated $21M added.
  • The largest Aegon seller in Q1 2016 was Arrowstreet Capital, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2016.