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175 hedge funds and large institutions have $656M invested in Aegon in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1M

55% more capital invested

Capital invested by funds: $422M → $656M (+$234M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 171175 (+4)

0.05% more ownership

Funds ownership: 8.51%8.55% (+0.05%)

28% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 60

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
43
Reduced
60
Closed
24
Calls
$2.18M
Puts
$1M
Net Calls
+$1.18M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$464M -$3.95M -1,291,447 -1%
PMG
2
Private Management Group
California
$21.3M -$368K -120,347 -2%
AG
3
Aperio Group
California
$18.7M -$57.1K -18,666 -0.4%
PPA
4
Parametric Portfolio Associates
Washington
$17.6M +$1.16M +378,260 +9%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$16.1M -$40.5K -13,256 -0.3%
RJA
6
Raymond James & Associates
Florida
$15.4M +$200K +65,252 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11M +$2.67M +874,683 +41%
Goldman Sachs
8
Goldman Sachs
New York
$10.1M +$2.05M +669,040 +32%
BIP
9
Brandes Investment Partners
California
$7.64M -$319K -104,222 -5%
GWI
10
Grace & White Inc
New York
$6.98M -$663K -216,855 -10%
Charles Schwab
11
Charles Schwab
California
$6.81M
Northern Trust
12
Northern Trust
Illinois
$6.57M +$282K +92,259 +5%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$4.23M -$10.4K -3,399 -0.3%
Morgan Stanley
14
Morgan Stanley
New York
$3.91M -$176K -57,631 -5%
Jane Street
15
Jane Street
New York
$3.38M +$2.63M +861,193 +1,297%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.89M -$79.6K -26,028 -3%
OMC
17
Old Mission Capital
Illinois
$2.47M +$1.84M +600,916 +773%
LSWM
18
Lorne Steinberg Wealth Management
Canada
$2.08M +$1.74M +568,679 New
SEI Investments
19
SEI Investments
Pennsylvania
$2.02M
Wells Fargo
20
Wells Fargo
California
$2.01M -$167K -54,704 -9%
US Bancorp
21
US Bancorp
Minnesota
$1.59M -$400K -130,844 -23%
GC
22
Guggenheim Capital
Illinois
$1.43M -$212K -69,314 -15%
Vanguard Group
23
Vanguard Group
Pennsylvania
$1.41M -$374K -122,228 -24%
Bank of America
24
Bank of America
North Carolina
$1.29M -$131K -42,808 -11%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.09M +$265K +86,633 +41%

AEG Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2020, worth a combined $656M — up 55% from $422M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEG positions and 24 closed out — a net gain of 5 holders — while 43 added to existing stakes and 60 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.67M. The largest seller was Dodge & Cox, cutting an estimated $3.95M.

  • 175 institutional investors held Aegon (AEG) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $656M of Aegon stock for Q4 2020, up 55% quarter-over-quarter.
  • 29 funds opened new Aegon positions in Q4 2020 and 24 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.67M added.
  • The largest Aegon seller in Q4 2020 was Dodge & Cox, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2020.