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205 hedge funds and large institutions have $830M invested in Aegon in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 122 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $806K

6% more capital invested

Capital invested by funds: $785M → $830M (+$45.5M)

0.07% less ownership

Funds ownership: 9.08%9.01% (-0.07%)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

3% less funds holding

Funds holding: 212205 (-7)

61% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 122

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
47
Reduced
122
Closed
33
Calls
$2.03M
Puts
$806K
Net Calls
+$1.22M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$552M -$4.04M -949,609 -0.7%
PMG
2
Private Management Group
California
$32M -$1.32M -309,882 -4%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$26.5M +$2.21M +520,001 +9%
Bank of America
4
Bank of America
North Carolina
$24M +$1.81M +424,667 +8%
BIP
5
Brandes Investment Partners
California
$21.4M -$3.01M -706,383 -13%
Morgan Stanley
6
Morgan Stanley
New York
$21.1M +$7.71M +1,811,478 +61%
PPA
7
Parametric Portfolio Associates
Washington
$17.9M +$3.36M +788,912 +24%
Northern Trust
8
Northern Trust
Illinois
$9.97M -$902K -211,865 -9%
CGH
9
Crossmark Global Holdings
Texas
$9.6M -$176K -41,275 -2%
RJA
10
Raymond James & Associates
Florida
$8.89M +$656K +154,166 +8%
Charles Schwab
11
Charles Schwab
California
$8.54M -$296K -69,440 -3%
Goldman Sachs
12
Goldman Sachs
New York
$7.88M +$335K +78,771 +5%
AG
13
Aperio Group
California
$6.45M -$257K -60,308 -4%
GWI
14
Grace & White Inc
New York
$6.24M -$34.7K -8,152 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.74M -$206K -48,447 -4%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.93M +$188K +44,127 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$4.69M +$1.29M +302,788 +40%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.68M +$1.15M +270,387 +48%
US Bancorp
19
US Bancorp
Minnesota
$3.51M -$1.29M -303,610 -28%
Two Sigma Investments
20
Two Sigma Investments
New York
$3.37M +$3.27M +768,274 New
Vanguard Group
21
Vanguard Group
Pennsylvania
$3M -$2.06M -483,561 -41%
SEI Investments
22
SEI Investments
Pennsylvania
$2.52M -$91.3K -21,451 -4%
GC
23
Guggenheim Capital
Illinois
$2.52M -$172K -40,347 -7%
Wells Fargo
24
Wells Fargo
California
$2.48M +$379K +89,138 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.1M +$871K +204,519 +74%

AEG Hedge Fund Activity: Q2 2019 in Review

205 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2019, worth a combined $830M — up 5.8% from $785M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AEG and 31 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $7.71M. The largest seller was Dodge & Cox, cutting an estimated $4.04M.

  • 205 institutional investors held Aegon (AEG) as of Q2 2019, down from 212 in Q1 2019.
  • Funds reported $830M of Aegon stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 31 funds opened new Aegon positions in Q2 2019 and 33 closed out, a net change of -2 holders.
  • The largest Aegon buyer in Q2 2019 was Morgan Stanley, an estimated $7.71M added.
  • The largest Aegon seller in Q2 2019 was Dodge & Cox, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2019.