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210 hedge funds and large institutions have $1.07B invested in Aegon in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $489K

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

44% more capital invested

Capital invested by funds: $744M → $1.07B (+$330M)

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

11% more funds holding

Funds holding: 190210 (+20)

0.58% more ownership

Funds ownership: 11.59%12.16% (+0.58%)

Holders
210
Holders Change
+20
Holders Change %
+10.53%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
70
Reduced
51
Closed
26
Calls
$1.82M
Puts
$489K
Net Calls
+$1.33M
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$600M -$13.7M -3,681,384 -3%
CI
2
Cambiar Investors
Colorado
$127M +$9.68M +2,601,406 +10%
BIP
3
Brandes Investment Partners
California
$63.2M -$5.24M -1,406,785 -9%
Bank of America
4
Bank of America
North Carolina
$38.8M +$4.75M +1,276,009 +16%
PMG
5
Private Management Group
California
$34.9M -$213K -57,351 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$21.4M -$4.46M -1,198,945 -19%
Northern Trust
7
Northern Trust
Illinois
$17.5M +$6.66M +1,789,298 +77%
Wells Fargo
8
Wells Fargo
California
$16.5M +$3.15M +846,621 +28%
PPA
9
Parametric Portfolio Associates
Washington
$10.2M +$1.8M +482,332 +25%
Franklin Resources
10
Franklin Resources
California
$10M -$1.17M -313,883 -12%
JP Morgan Chase
11
JP Morgan Chase
New York
$9.59M +$6.2M +1,666,747 +284%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$9.4M +$7.86M +2,112,208 New
AG
13
Aperio Group
California
$6.07M -$1.11M -297,293 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.68M +$1.41M +379,653 +40%
Goldman Sachs
15
Goldman Sachs
New York
$5.15M +$437K +117,443 +11%
RJA
16
Raymond James & Associates
Florida
$4.86M -$1.7M -457,027 -29%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$4.66M +$4.08M +1,095,187 New
GWI
18
Grace & White Inc
New York
$4.48M -$74.4K -19,990 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.3M +$700K +187,930 +23%
SEI Investments
20
SEI Investments
Pennsylvania
$3.8M -$32.9K -8,843 -1%
Two Sigma Investments
21
Two Sigma Investments
New York
$3.7M -$2.9M -779,329 -47%
Truist Financial
22
Truist Financial
North Carolina
$3.56M -$211K -56,571 -6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$3.48M +$36.3K +9,749 +1%
US Bancorp
24
US Bancorp
Minnesota
$3.35M +$109K +29,211 +4%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$3.23M +$335K +89,960 +13%

AEG Hedge Fund Activity: Q4 2016 in Review

210 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2016, worth a combined $1.07B — up 44% from $744M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AEG positions and 26 closed out — a net gain of 23 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Cambiar Investors, adding an estimated $9.68M. The largest seller was Dodge & Cox, cutting an estimated $13.7M.

  • 210 institutional investors held Aegon (AEG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $1.07B of Aegon stock for Q4 2016, up 44% quarter-over-quarter.
  • 49 funds opened new Aegon positions in Q4 2016 and 26 closed out, a net change of +23 holders.
  • The largest Aegon buyer in Q4 2016 was Cambiar Investors, an estimated $9.68M added.
  • The largest Aegon seller in Q4 2016 was Dodge & Cox, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2016.