We are live on ! Find out more

188 hedge funds and large institutions have $498M invested in Aegon in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $432M → $498M (+$66.2M)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

0.21% less ownership

Funds ownership: 8.93%8.72% (-0.21%)

5% less funds holding

Funds holding: 197188 (-9)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

59% less call options, than puts

Call options by funds: $972K | Put options by funds: $2.37M

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
54
Reduced
54
Closed
35
Calls
$972K
Puts
$2.37M
Net Calls
-$1.4M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$342M +$5.37M +2,183,439 +2%
PMG
2
Private Management Group
California
$16.5M -$252K -102,609 -2%
PPA
3
Parametric Portfolio Associates
Washington
$14.2M +$4.05M +1,649,607 +46%
AG
4
Aperio Group
California
$14M +$3.4M +1,383,990 +37%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$12.6M -$3.33M -1,355,426 -23%
RJA
6
Raymond James & Associates
Florida
$10.7M +$176K +71,668 +2%
BIP
7
Brandes Investment Partners
California
$7.71M -$1.55M -629,669 -18%
Goldman Sachs
8
Goldman Sachs
New York
$6.61M -$14.8K -6,020 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$6.09M -$8.54M -3,472,988 -61%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.64M -$43.9K -17,865 -0.9%
Bank of America
11
Bank of America
North Carolina
$5.33M -$9.76M -3,970,726 -67%
Charles Schwab
12
Charles Schwab
California
$5.07M
Northern Trust
13
Northern Trust
Illinois
$4.89M +$303K +123,395 +7%
GWI
14
Grace & White Inc
New York
$4.81M -$29.8K -12,138 -0.7%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$3.18M -$282K -114,897 -9%
US Bancorp
16
US Bancorp
Minnesota
$2.34M -$244K -99,452 -10%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.27M +$13.1K +5,321 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$2.07M -$121K -49,189 -6%
SEI Investments
19
SEI Investments
Pennsylvania
$1.54M +$16K +6,530 +1%
GC
20
Guggenheim Capital
Illinois
$1.41M -$78.8K -32,053 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.33M +$305K +124,205 +34%
MCM
22
Marathon Capital Management
Maryland
$1.27M -$38.9K -15,844 -3%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$1.26M +$407K +165,811 +56%
Vanguard Group
24
Vanguard Group
Pennsylvania
$1.24M
Wells Fargo
25
Wells Fargo
California
$1.11M +$11.7K +4,748 +1%

AEG Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2020, worth a combined $498M — up 15% from $432M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AEG and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Dodge & Cox, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $9.76M.

  • 188 institutional investors held Aegon (AEG) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $498M of Aegon stock for Q2 2020, up 15% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q2 2020 and 35 closed out, a net change of -8 holders.
  • The largest Aegon buyer in Q2 2020 was Dodge & Cox, an estimated $5.37M added.
  • The largest Aegon seller in Q2 2020 was Bank of America, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2020.