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197 hedge funds and large institutions have $432M invested in Aegon in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $660K

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

0.29% more ownership

Funds ownership: 8.64%8.93% (+0.29%)

4% less funds holding

Funds holding: 205197 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

43% less capital invested

Capital invested by funds: $760M → $432M (-$328M)

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
67
Reduced
47
Closed
35
Calls
$1.14M
Puts
$660K
Net Calls
+$482K
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$285M +$777K +233,237 +0.2%
PMG
2
Private Management Group
California
$14.2M +$592K +177,596 +3%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.8M -$946K -283,887 -5%
Bank of America
4
Bank of America
North Carolina
$13.6M +$2.59M +776,755 +15%
Morgan Stanley
5
Morgan Stanley
New York
$13.1M -$908K -272,460 -5%
RJA
6
Raymond James & Associates
Florida
$8.92M +$5.16M +1,547,997 +66%
AG
7
Aperio Group
California
$8.69M +$5.9M +1,770,002 +88%
PPA
8
Parametric Portfolio Associates
Washington
$8.26M +$3.75M +1,126,420 +46%
BIP
9
Brandes Investment Partners
California
$7.97M -$603K -180,967 -5%
Goldman Sachs
10
Goldman Sachs
New York
$5.61M +$2.75M +824,919 +51%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.82M +$1.19M +358,158 +21%
Charles Schwab
12
Charles Schwab
California
$4.3M
GWI
13
Grace & White Inc
New York
$4.1M +$764K +229,328 +15%
Northern Trust
14
Northern Trust
Illinois
$3.86M -$234K -70,119 -4%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$2.96M +$233K +69,836 +6%
US Bancorp
16
US Bancorp
Minnesota
$2.21M +$174K +52,118 +6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.91M -$68.9K -20,670 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.87M +$1.38M +415,542 +105%
SEI Investments
19
SEI Investments
Pennsylvania
$1.29M +$30.5K +9,158 +2%
GC
20
Guggenheim Capital
Illinois
$1.27M -$71.5K -21,453 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.13M +$178K +53,523 +12%
MCM
22
Marathon Capital Management
Maryland
$1.11M +$757K +227,102 +89%
Vanguard Group
23
Vanguard Group
Pennsylvania
$1.05M
TAM
24
Todd Asset Management
Kentucky
$1.01M +$1.47M +441,894 New
Two Sigma Advisers
25
Two Sigma Advisers
New York
$985K +$425K +127,646 +42%

AEG Hedge Fund Activity: Q1 2020 in Review

197 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2020, worth a combined $432M — down 43% from $760M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 30 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 67 added.

The largest buyer was Aperio Group, adding an estimated $5.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.36M sold.

  • 197 institutional investors held Aegon (AEG) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $432M of Aegon stock for Q1 2020, down 43% quarter-over-quarter.
  • 30 funds opened new Aegon positions in Q1 2020 and 35 closed out, a net change of -5 holders.
  • The largest Aegon buyer in Q1 2020 was Aperio Group, an estimated $5.9M added.
  • The largest Aegon seller in Q1 2020 was Old Mission Capital, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2020.