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176 hedge funds and large institutions have $728M invested in Aegon in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 11.44%11.33% (-0.1%)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

25% less capital invested

Capital invested by funds: $971M → $728M (-$243M)

50% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 101

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $234K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
101
Closed
27
Calls
$2K
Puts
$234K
Net Calls
-$232K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$444M -$1.65M -439,533 -0.3%
CI
2
Cambiar Investors
Colorado
$74.2M +$1.84M +490,219 +2%
BIP
3
Brandes Investment Partners
California
$47.2M +$7.72M +2,054,442 +15%
PMG
4
Private Management Group
California
$23.9M -$221K -58,788 -0.7%
Bank of America
5
Bank of America
North Carolina
$22.6M -$2.31M -613,978 -7%
Morgan Stanley
6
Morgan Stanley
New York
$18.2M +$6.11M +1,625,990 +36%
Wells Fargo
7
Wells Fargo
California
$9.24M +$1.08M +288,511 +10%
Northern Trust
8
Northern Trust
Illinois
$6.5M -$1.02M -271,999 -11%
Franklin Resources
9
Franklin Resources
California
$6.09M -$636K -169,258 -8%
Allianz Asset Management
10
Allianz Asset Management
Germany
$4.89M -$7.97M -2,120,728 -56%
Two Sigma Investments
11
Two Sigma Investments
New York
$4.15M +$3.97M +1,056,345 +315%
RJA
12
Raymond James & Associates
Florida
$3.97M +$220K +58,549 +5%
EVM
13
Eaton Vance Management
Massachusetts
$3.39M -$3.03M -805,925 -41%
PPA
14
Parametric Portfolio Associates
Washington
$3.34M -$221K -58,667 -5%
AG
15
Aperio Group
California
$3.33M -$736K -195,821 -15%
GWI
16
Grace & White Inc
New York
$2.88M +$625K +166,367 +21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.88M -$224K -59,474 -6%
SEI Investments
18
SEI Investments
Pennsylvania
$2.62M -$105K -27,824 -3%
Truist Financial
19
Truist Financial
North Carolina
$2.44M +$526K +139,986 +21%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.4M -$101K -26,881 -3%
US Bancorp
21
US Bancorp
Minnesota
$2.31M +$666K +177,044 +30%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.29M -$39.3K -10,452 -1%
Goldman Sachs
23
Goldman Sachs
New York
$2.23M -$644K -171,277 -19%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$2.03M -$123K -32,796 -5%
PSUF
25
People's United Financial
Connecticut
$1.64M +$196K +52,257 +11%

AEG Hedge Fund Activity: Q2 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2016, worth a combined $728M — down 25% from $971M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AEG and 22 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 51 added.

The largest buyer was Brandes Investment Partners, adding an estimated $7.72M. The largest seller was Allianz Asset Management, cutting an estimated $7.97M.

  • 176 institutional investors held Aegon (AEG) as of Q2 2016, down from 182 in Q1 2016.
  • Funds reported $728M of Aegon stock for Q2 2016, down 25% quarter-over-quarter.
  • 22 funds opened new Aegon positions in Q2 2016 and 27 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q2 2016 was Brandes Investment Partners, an estimated $7.72M added.
  • The largest Aegon seller in Q2 2016 was Allianz Asset Management, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2016.