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216 hedge funds and large institutions have $884M invested in Aegon in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 126 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

5% more funds holding

Funds holding: 206216 (+10)

0.18% less ownership

Funds ownership: 10%9.82% (-0.18%)

17% less capital invested

Capital invested by funds: $1.07B → $884M (-$186M)

28% less call options, than puts

Call options by funds: $486K | Put options by funds: $674K

61% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 126

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
49
Reduced
126
Closed
21
Calls
$486K
Puts
$674K
Net Calls
-$188K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$559M -$8.07M -1,625,800 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$95M -$4.72M -950,676 -4%
Morgan Stanley
3
Morgan Stanley
New York
$28.9M +$25.7M +5,177,266 +328%
PMG
4
Private Management Group
California
$23.4M -$878K -176,981 -3%
BlackRock
5
BlackRock
New York
$21.1M +$2.92M +589,119 +14%
RJA
6
Raymond James & Associates
Florida
$18.8M -$920K -185,454 -4%
Goldman Sachs
7
Goldman Sachs
New York
$17.5M +$487K +98,228 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$16.7M +$658K +132,522 +4%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$8.89M -$1.67M -337,009 -14%
GWI
10
Grace & White Inc
New York
$7.98M -$157K -31,719 -2%
BIP
11
Brandes Investment Partners
California
$6.83M -$727K -146,450 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.1M +$4.1M +826,606 +138%
Citadel Advisors
13
Citadel Advisors
Florida
$5.83M -$13.1M -2,650,038 -66%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$3.77M -$203K -40,903 -4%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$3.4M +$3.94M +794,051 New
Northern Trust
16
Northern Trust
Illinois
$3.27M +$34.3K +6,917 +0.9%
DWA
17
Dorsey Wright & Associates
California
$2.96M -$548K -110,489 -14%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.89M -$67.4K -13,585 -2%
TAM
19
Todd Asset Management
Kentucky
$2.53M -$80.1K -16,143 -3%
American Century Companies
20
American Century Companies
Missouri
$2.5M +$660K +132,974 +29%
Stifel Financial
21
Stifel Financial
Missouri
$2.34M -$110K -22,158 -4%
SEI Investments
22
SEI Investments
Pennsylvania
$2.16M -$45.7K -9,212 -2%
Wells Fargo
23
Wells Fargo
California
$1.92M -$86.9K -17,512 -4%
US Bancorp
24
US Bancorp
Minnesota
$1.61M +$69.2K +13,950 +4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.55M +$851K +171,414 +90%

AEG Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2022, worth a combined $884M — down 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AEG positions and 21 closed out — a net gain of 15 holders — while 49 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Citadel Advisors, cutting an estimated $13.1M.

  • 216 institutional investors held Aegon (AEG) as of Q2 2022, up from 206 in Q1 2022.
  • Funds reported $884M of Aegon stock for Q2 2022, down 17% quarter-over-quarter.
  • 36 funds opened new Aegon positions in Q2 2022 and 21 closed out, a net change of +15 holders.
  • The largest Aegon buyer in Q2 2022 was Morgan Stanley, an estimated $25.7M added.
  • The largest Aegon seller in Q2 2022 was Citadel Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.