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230 hedge funds and large institutions have $1.26B invested in Aegon in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

39% more call options, than puts

Call options by funds: $548K | Put options by funds: $395K

14% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$158M)

7% more funds holding

Funds holding: 215230 (+15)

0.66% more ownership

Funds ownership: 10.24%10.9% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 67

Holders
230
Holders Change
+15
Holders Change %
+6.98%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
60
Reduced
67
Closed
30
Calls
$548K
Puts
$395K
Net Calls
+$153K
Net Calls Change
+$517K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$718M -$3.77M -683,547 -0.5%
MHI
2
Miller Howard Investments
New York
$64.5M +$60M +10,892,934 +1,316%
Bank of America
3
Bank of America
North Carolina
$54.5M +$4.37M +792,536 +9%
PMG
4
Private Management Group
California
$43.4M -$171K -31,080 -0.4%
BIP
5
Brandes Investment Partners
California
$38.5M -$1.18M -214,680 -3%
OSAM
6
O'Shaughnessy Asset Management
Connecticut
$34.6M -$17.1M -3,097,820 -33%
BlackRock
7
BlackRock
New York
$32.2M +$10.8M +1,954,064 +50%
PPA
8
Parametric Portfolio Associates
Washington
$22.6M +$729K +132,309 +3%
SCM
9
Segantii Capital Management
Hong Kong
$19.6M -$4.05M -734,911 -17%
Wells Fargo
10
Wells Fargo
California
$16.2M +$11M +1,998,433 +210%
RJA
11
Raymond James & Associates
Florida
$12.5M +$987K +179,181 +9%
Northern Trust
12
Northern Trust
Illinois
$12.1M +$159K +28,831 +1%
CGH
13
Crossmark Global Holdings
Texas
$11.6M +$10.4M +1,895,350 +893%
Franklin Resources
14
Franklin Resources
California
$10.6M +$10.6M +1,925,268 New
AG
15
Aperio Group
California
$10.1M +$489K +88,704 +5%
DWA
16
Dorsey Wright & Associates
California
$9.95M +$9.93M +1,803,140 New
Morgan Stanley
17
Morgan Stanley
New York
$9.54M -$178K -32,252 -2%
Goldman Sachs
18
Goldman Sachs
New York
$7.21M +$233K +42,347 +3%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$6.53M +$6.53M +1,185,887 New
GWI
20
Grace & White Inc
New York
$6.02M
EGA
21
Eagle Global Advisors
Texas
$5.59M -$467K -84,822 -8%
Vanguard Group
22
Vanguard Group
Pennsylvania
$5.49M +$2.11M +383,151 +62%
AAM
23
Advisors Asset Management
Colorado
$5.46M +$821K +149,036 +18%
Federated Hermes
24
Federated Hermes
Pennsylvania
$5.36M +$5.36M +972,837 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$5.09M -$63K -11,426 -1%

AEG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2018, worth a combined $1.26B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AEG positions and 30 closed out — a net gain of 15 holders — while 60 added to existing stakes and 67 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $60M. The largest seller was Arrowstreet Capital, cutting an estimated $32.4M.

  • 230 institutional investors held Aegon (AEG) as of Q1 2018, up from 215 in Q4 2017.
  • Funds reported $1.26B of Aegon stock for Q1 2018, up 14% quarter-over-quarter.
  • 45 funds opened new Aegon positions in Q1 2018 and 30 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q1 2018 was Miller Howard Investments, an estimated $60M added.
  • The largest Aegon seller in Q1 2018 was Arrowstreet Capital, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2018.