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216 hedge funds and large institutions have $775M invested in Aegon in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $968K

0.34% less ownership

Funds ownership: 9.61%9.27% (-0.34%)

7% less funds holding

Funds holding: 232216 (-16)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

30% less capital invested

Capital invested by funds: $1.11B → $775M (-$335M)

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
216
Holders Change
-16
Holders Change %
-6.9%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
40
Reduced
89
Closed
53
Calls
$1.67M
Puts
$968K
Net Calls
+$699K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$503M +$4.95M +1,014,374 +0.8%
PMG
2
Private Management Group
California
$30.3M +$133K +27,207 +0.4%
MHI
3
Miller Howard Investments
New York
$29.5M -$11M -2,257,184 -23%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23M -$3.39M -695,705 -11%
BIP
5
Brandes Investment Partners
California
$21.3M -$2.95M -603,856 -10%
PPA
6
Parametric Portfolio Associates
Washington
$12.5M -$4.53M -928,719 -23%
Morgan Stanley
7
Morgan Stanley
New York
$11.4M +$2.98M +610,212 +27%
Northern Trust
8
Northern Trust
Illinois
$9.7M +$604K +123,901 +5%
CGH
9
Crossmark Global Holdings
Texas
$8.83M -$69.1K -14,157 -0.6%
RJA
10
Raymond James & Associates
Florida
$7.25M -$1.62M -331,580 -15%
Wells Fargo
11
Wells Fargo
California
$6.91M -$1.53M -312,990 -15%
AG
12
Aperio Group
California
$6.56M -$2.15M -440,647 -21%
Renaissance Technologies
13
Renaissance Technologies
New York
$6.18M +$6.95M +1,424,246 +1,157%
GWI
14
Grace & White Inc
New York
$5.69M +$1.42M +290,554 +26%
Goldman Sachs
15
Goldman Sachs
New York
$5.61M +$720K +147,639 +12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$5.4M -$81.2K -16,636 -1%
Bank of America
17
Bank of America
North Carolina
$4.84M -$1.7M -348,559 -22%
SCM
18
Segantii Capital Management
Hong Kong
$4.78M
US Bancorp
19
US Bancorp
Minnesota
$4.6M +$169K +34,645 +3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$4.38M +$39K +7,989 +0.7%
Vanguard Group
21
Vanguard Group
Pennsylvania
$4.22M +$511K +104,768 +11%
DWA
22
Dorsey Wright & Associates
California
$3.54M -$1.68M -345,266 -28%
SEI Investments
23
SEI Investments
Pennsylvania
$3.28M
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$2.86M -$550K -112,689 -14%
Jane Street
25
Jane Street
New York
$2.74M +$3.13M +641,662 +1,372%

AEG Hedge Fund Activity: Q4 2018 in Review

216 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2018, worth a combined $775M — down 30% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AEG and 40 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 40 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.95M. The largest seller was Miller Howard Investments, cutting an estimated $11M.

  • 216 institutional investors held Aegon (AEG) as of Q4 2018, down from 232 in Q3 2018.
  • Funds reported $775M of Aegon stock for Q4 2018, down 30% quarter-over-quarter.
  • 40 funds opened new Aegon positions in Q4 2018 and 53 closed out, a net change of -13 holders.
  • The largest Aegon buyer in Q4 2018 was Renaissance Technologies, an estimated $6.95M added.
  • The largest Aegon seller in Q4 2018 was Miller Howard Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2018.