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195 hedge funds and large institutions have $814M invested in Aegon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

5% more funds holding

Funds holding: 185195 (+10)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

1% more capital invested

Capital invested by funds: $809M → $814M (+$5.05M)

0.27% more ownership

Funds ownership: 7.91%8.18% (+0.27%)

72% less call options, than puts

Call options by funds: $254K | Put options by funds: $894K

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
60
Reduced
56
Closed
14
Calls
$254K
Puts
$894K
Net Calls
-$640K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$571M +$17.9M +3,824,674 +3%
PMG
2
Private Management Group
California
$26.5M +$122K +25,984 +0.5%
PPA
3
Parametric Portfolio Associates
Washington
$24.8M -$96.6K -20,658 -0.4%
BlackRock
4
BlackRock
New York
$20.8M -$1.88M -402,625 -8%
RJA
5
Raymond James & Associates
Florida
$20.5M +$599K +128,082 +3%
Goldman Sachs
6
Goldman Sachs
New York
$18.1M +$1.12M +239,555 +7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.7M +$1.42M +303,062 +9%
Optiver Holding
8
Optiver Holding
Netherlands
$16.2M +$6.95M +1,486,133 +79%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$14.2M +$5.6M +1,197,537 +66%
GWI
10
Grace & White Inc
New York
$9.25M -$614K -131,299 -6%
BIP
11
Brandes Investment Partners
California
$7.99M -$584K -124,835 -7%
Morgan Stanley
12
Morgan Stanley
New York
$7.16M -$766K -163,859 -10%
Northern Trust
13
Northern Trust
Illinois
$4.61M -$240K -51,412 -5%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$4.37M -$667K -142,606 -13%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.25M -$365K -77,978 -10%
Jane Street
16
Jane Street
New York
$2.98M -$514K -109,896 -15%
SEI Investments
17
SEI Investments
Pennsylvania
$2.52M +$1.33K +285 +0.1%
Wells Fargo
18
Wells Fargo
California
$2.3M -$680K -145,455 -23%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.87M +$1.22M +260,473 +193%
Stifel Financial
20
Stifel Financial
Missouri
$1.74M +$3.97K +849 +0.2%
US Bancorp
21
US Bancorp
Minnesota
$1.67M -$67.9K -14,522 -4%
Vanguard Group
22
Vanguard Group
Pennsylvania
$1.59M -$259K -55,291 -14%
Bank of America
23
Bank of America
North Carolina
$1.43M -$68.5K -14,651 -5%
Ameriprise
24
Ameriprise
Minnesota
$1.33M +$25K +5,352 +2%
American Century Companies
25
American Century Companies
Missouri
$1.31M +$296K +63,300 +30%

AEG Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2021, worth a combined $814M — up 0.62% from $809M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AEG positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $17.9M. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 195 institutional investors held Aegon (AEG) as of Q4 2021, up from 185 in Q3 2021.
  • Funds reported $814M of Aegon stock for Q4 2021, up 0.62% quarter-over-quarter.
  • 27 funds opened new Aegon positions in Q4 2021 and 14 closed out, a net change of +13 holders.
  • The largest Aegon buyer in Q4 2021 was Dodge & Cox, an estimated $17.9M added.
  • The largest Aegon seller in Q4 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2021.