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Aegon
AEG

226 hedge funds and large institutions have $1.2B invested in Aegon in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 144 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.1B → $1.2B (+$96M)

2% more funds holding

Funds holding: 222 → 226 (+4)

1% less ownership

Funds ownership: 13.15% → 12.15% (-1%)

65% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 144

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $810K

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
50
Reduced
144
Closed
19
Calls
$8K
Puts
$810K
Net Calls
-$802K
Net Calls Change
+$415K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.73M
2
Millennium Management
Millennium Management
New York
+$5.56M
3
CS
Credit Suisse
Switzerland
+$2.51M
4
AAM
Advisors Asset Management
Colorado
+$1.26M
5
UBS Group
UBS Group
Switzerland
+$1.24M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$27M
2
Dodge & Cox
Dodge & Cox
California
-$21.5M
3
CI
Cambiar Investors
Colorado
-$20.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.7M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$620M -$21.5M -4,735,478 -3%
CI
2
Cambiar Investors
Colorado
$119M -$20.5M -4,517,856 -15%
Bank of America
3
Bank of America
North Carolina
$75.4M +$9.73M +2,146,477 +15%
BIP
4
Brandes Investment Partners
California
$46.7M -$27M -5,961,329 -38%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$46.7M -$4.95M -1,092,609 -10%
PMG
6
Private Management Group
California
$37.4M -$1.21M -266,804 -3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$36.2M -$12.7M -2,792,215 -27%
Northern Trust
8
Northern Trust
Illinois
$19.8M +$119K +26,315 +0.6%
PPA
9
Parametric Portfolio Associates
Washington
$18.5M +$693K +152,794 +4%
Wells Fargo
10
Wells Fargo
California
$14.5M -$377K -83,075 -3%
Franklin Resources
11
Franklin Resources
California
$9.85M -$601K -132,537 -6%
AG
12
Aperio Group
California
$8.04M +$189K +41,605 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.16M +$207K +45,727 +3%
Morgan Stanley
14
Morgan Stanley
New York
$7.07M +$213K +47,041 +3%
Millennium Management
15
Millennium Management
New York
$6.17M +$5.56M +1,226,964 +1,475%
Goldman Sachs
16
Goldman Sachs
New York
$5.9M -$275K -60,778 -5%
RJA
17
Raymond James & Associates
Florida
$5.37M -$524K -115,692 -9%
GWI
18
Grace & White Inc
New York
$5.34M +$548 +121 +0%
EGA
19
Eagle Global Advisors
Texas
$5.1M -$203K -44,697 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.81M -$348K -76,735 -7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$4.49M -$29.9K -6,597 -0.7%
SEI Investments
22
SEI Investments
Pennsylvania
$3.99M -$138K -30,518 -3%
US Bancorp
23
US Bancorp
Minnesota
$3.7M -$240K -52,839 -6%
TRSOTSOK
24
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M -$176K -38,782 -5%
TAM
25
Todd Asset Management
Kentucky
$3.32M -$176K -38,782 -5%
1
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AEG Hedge Fund Activity: Q3 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2017, worth a combined $1.2B — up 8.7% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 19 closed out — a net gain of 9 holders — while 50 added to existing stakes and 144 trimmed.

The largest buyer was Bank of America, adding an estimated $9.73M. The largest seller was Brandes Investment Partners, cutting an estimated $27M.

  • 226 institutional investors held Aegon (AEG) as of Q3 2017, up from 222 in Q2 2017.
  • Funds reported $1.2B of Aegon stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q3 2017 and 19 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q3 2017 was Bank of America, an estimated $9.73M added.
  • The largest Aegon seller in Q3 2017 was Brandes Investment Partners, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2017.