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205 hedge funds and large institutions have $760M invested in Aegon in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $421K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $693M → $760M (+$66.9M)

4% more funds holding

Funds holding: 197205 (+8)

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

0.04% less ownership

Funds ownership: 8.68%8.64% (-0.04%)

Holders
205
Holders Change
+8
Holders Change %
+4.06%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
62
Reduced
60
Closed
31
Calls
$2.83M
Puts
$421K
Net Calls
+$2.41M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$517M -$2.97M -727,012 -0.6%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$26.2M +$1.92M +470,811 +8%
PMG
3
Private Management Group
California
$25.1M -$4.17M -1,020,650 -15%
Morgan Stanley
4
Morgan Stanley
New York
$25M +$3.69M +904,296 +18%
Bank of America
5
Bank of America
North Carolina
$21.6M -$7.41M -1,815,458 -26%
BIP
6
Brandes Investment Partners
California
$15.3M -$2.22M -543,248 -13%
PPA
7
Parametric Portfolio Associates
Washington
$10.3M +$1.23M +301,491 +14%
RJA
8
Raymond James & Associates
Florida
$9.76M +$280K +68,606 +3%
AG
9
Aperio Group
California
$8.41M +$322K +78,758 +4%
Charles Schwab
10
Charles Schwab
California
$7.82M
Northern Trust
11
Northern Trust
Illinois
$7.31M +$656K +160,768 +10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.28M +$798K +195,481 +13%
Goldman Sachs
13
Goldman Sachs
New York
$6.76M -$89.6K -21,943 -1%
GWI
14
Grace & White Inc
New York
$6.5M -$153K -37,478 -2%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$5.09M +$21K +5,155 +0.4%
US Bancorp
16
US Bancorp
Minnesota
$3.81M +$825K +201,973 +29%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.56M +$3.06M +750,435 +737%
GC
18
Guggenheim Capital
Illinois
$2.4M +$105K +25,726 +5%
SEI Investments
19
SEI Investments
Pennsylvania
$2.31M +$1.44K +352 +0.1%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.25M -$2.08M -510,270 -49%
Wells Fargo
21
Wells Fargo
California
$1.91M -$139K -33,961 -7%
Vanguard Group
22
Vanguard Group
Pennsylvania
$1.91M -$79.3K -19,429 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.83M -$80.6K -19,742 -4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.79M -$144K -35,200 -8%
Jane Street
25
Jane Street
New York
$1.76M +$588K +144,085 +52%

AEG Hedge Fund Activity: Q4 2019 in Review

205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2019, worth a combined $760M — up 9.7% from $693M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AEG positions and 31 closed out — a net gain of 11 holders — while 62 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.69M. The largest seller was Bank of America, cutting an estimated $7.41M.

  • 205 institutional investors held Aegon (AEG) as of Q4 2019, up from 197 in Q3 2019.
  • Funds reported $760M of Aegon stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 42 funds opened new Aegon positions in Q4 2019 and 31 closed out, a net change of +11 holders.
  • The largest Aegon buyer in Q4 2019 was Morgan Stanley, an estimated $3.69M added.
  • The largest Aegon seller in Q4 2019 was Bank of America, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2019.