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179 hedge funds and large institutions have $767M invested in Aegon in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $784K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $656M → $767M (+$111M)

2% more funds holding

Funds holding: 175179 (+4)

0.21% less ownership

Funds ownership: 8.55%8.35% (-0.21%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
55
Closed
23
Calls
$3.21M
Puts
$784K
Net Calls
+$2.43M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$525M -$29.5M -7,037,490 -6%
PMG
2
Private Management Group
California
$25.1M -$346K -82,587 -1%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$23.2M +$3.8M +908,409 +21%
BlackRock
4
BlackRock
New York
$22.5M +$21.6M +5,151,470 +505,542%
PPA
5
Parametric Portfolio Associates
Washington
$20.3M -$759K -181,324 -4%
RJA
6
Raymond James & Associates
Florida
$17.7M -$726K -173,420 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.1M -$114K -27,221 -0.9%
Goldman Sachs
8
Goldman Sachs
New York
$12.7M +$617K +147,289 +5%
Optiver Holding
9
Optiver Holding
Netherlands
$9.41M +$9.03M +2,157,045 New
BIP
10
Brandes Investment Partners
California
$9.17M -$212K -50,583 -2%
GWI
11
Grace & White Inc
New York
$8.14M -$208K -49,676 -3%
Northern Trust
12
Northern Trust
Illinois
$7.97M +$102K +24,438 +1%
Morgan Stanley
13
Morgan Stanley
New York
$7.01M +$2.23M +531,683 +50%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$5.87M +$773K +184,687 +16%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.93M +$4.7M +1,121,841 +12,828%
Jane Street
16
Jane Street
New York
$3.78M -$256K -61,244 -7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.45M -$11.5K -2,752 -0.3%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.09M +$2.55M +609,187 +613%
Wells Fargo
19
Wells Fargo
California
$2.6M +$189K +45,135 +8%
SEI Investments
20
SEI Investments
Pennsylvania
$2.41M
US Bancorp
21
US Bancorp
Minnesota
$1.75M -$147K -35,149 -8%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$1.58M +$257K +61,437 +20%
Bank of America
23
Bank of America
North Carolina
$1.51M -$23.5K -5,617 -2%
Vanguard Group
24
Vanguard Group
Pennsylvania
$1.48M -$203K -48,471 -13%
Stifel Financial
25
Stifel Financial
Missouri
$1.33M +$243K +58,080 +24%

AEG Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2021, worth a combined $767M — up 17% from $656M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AEG positions and 23 closed out — a net gain of 5 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $21.6M. The largest seller was Dodge & Cox, cutting an estimated $29.5M.

  • 179 institutional investors held Aegon (AEG) as of Q1 2021, up from 175 in Q4 2020.
  • Funds reported $767M of Aegon stock for Q1 2021, up 17% quarter-over-quarter.
  • 28 funds opened new Aegon positions in Q1 2021 and 23 closed out, a net change of +5 holders.
  • The largest Aegon buyer in Q1 2021 was BlackRock, an estimated $21.6M added.
  • The largest Aegon seller in Q1 2021 was Dodge & Cox, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.