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232 hedge funds and large institutions have $1.11B invested in Aegon in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 149 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

5% more funds holding

Funds holding: 221232 (+11)

4% more capital invested

Capital invested by funds: $1.07B → $1.11B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 10.31%9.61% (-0.7%)

70% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 149

86% less call options, than puts

Call options by funds: $182K | Put options by funds: $1.32M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
44
Reduced
149
Closed
25
Calls
$182K
Puts
$1.32M
Net Calls
-$1.14M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$690M -$8.12M -1,561,129 -1%
MHI
2
Miller Howard Investments
New York
$53.2M -$4.77M -917,777 -9%
PMG
3
Private Management Group
California
$41.7M -$764K -146,887 -2%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35.6M +$7.55M +1,452,800 +29%
BIP
5
Brandes Investment Partners
California
$32.8M -$2.07M -398,229 -6%
PPA
6
Parametric Portfolio Associates
Washington
$22.4M -$313K -60,300 -1%
Northern Trust
7
Northern Trust
Illinois
$12.7M +$198K +38,109 +2%
Morgan Stanley
8
Morgan Stanley
New York
$12.4M -$704K -135,359 -6%
CGH
9
Crossmark Global Holdings
Texas
$12.3M +$494K +95,102 +4%
RJA
10
Raymond James & Associates
Florida
$11.9M -$1.44M -277,572 -11%
AG
11
Aperio Group
California
$11.5M +$393K +75,589 +4%
Wells Fargo
12
Wells Fargo
California
$11.3M -$950K -182,786 -8%
Franklin Resources
13
Franklin Resources
California
$9.55M -$332K -63,870 -4%
Bank of America
14
Bank of America
North Carolina
$8.61M -$24.6M -4,729,348 -75%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.55M +$833K +160,275 +13%
Goldman Sachs
16
Goldman Sachs
New York
$6.95M +$290K +55,759 +5%
DWA
17
Dorsey Wright & Associates
California
$6.79M -$3.42M -657,791 -35%
SCM
18
Segantii Capital Management
Hong Kong
$6.64M -$2.05M -394,307 -25%
GWI
19
Grace & White Inc
New York
$6.27M -$25.2K -4,851 -0.4%
US Bancorp
20
US Bancorp
Minnesota
$6.18M +$95.7K +18,408 +2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$6.01M -$233K -44,863 -4%
EGA
22
Eagle Global Advisors
Texas
$5.35M -$327K -62,840 -6%
Vanguard Group
23
Vanguard Group
Pennsylvania
$5.25M -$399K -76,815 -7%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$4.58M -$3.43M -660,783 -44%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.26M +$169K +32,449 +4%

AEG Hedge Fund Activity: Q3 2018 in Review

232 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2018, worth a combined $1.11B — up 4.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 25 closed out — a net gain of 11 holders — while 44 added to existing stakes and 149 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $7.55M. The largest seller was Bank of America, cutting an estimated $24.6M.

  • 232 institutional investors held Aegon (AEG) as of Q3 2018, up from 221 in Q2 2018.
  • Funds reported $1.11B of Aegon stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q3 2018 was Arrowstreet Capital, an estimated $7.55M added.
  • The largest Aegon seller in Q3 2018 was Bank of America, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2018.