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206 hedge funds and large institutions have $971M invested in Aegon in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $878K | Put options by funds: $394K

15% more capital invested

Capital invested by funds: $843M → $971M (+$128M)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0.21% less ownership

Funds ownership: 9.3%9.09% (-0.21%)

10% less funds holding

Funds holding: 229206 (-23)

53% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 43

Holders
206
Holders Change
-23
Holders Change %
-10.04%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
71
Reduced
65
Closed
43
Calls
$878K
Puts
$394K
Net Calls
+$484K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$639M +$950K +207,351 +0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$85.6M -$8.8M -1,920,144 -10%
Morgan Stanley
3
Morgan Stanley
New York
$31.7M +$746K +162,881 +3%
BlackRock
4
BlackRock
New York
$25M -$634K -138,345 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25M +$364K +79,456 +2%
PMG
6
Private Management Group
California
$22.4M -$268K -58,561 -1%
RJA
7
Raymond James & Associates
Florida
$21.6M +$250K +54,498 +1%
Goldman Sachs
8
Goldman Sachs
New York
$17.3M -$688K -150,070 -4%
Optiver Holding
9
Optiver Holding
Netherlands
$9.41M -$4.5M -982,864 -35%
GWI
10
Grace & White Inc
New York
$8.6M -$21.9K -4,785 -0.3%
BIP
11
Brandes Investment Partners
California
$6.69M -$148K -32,394 -2%
SGI
12
Summit Global Investments
Utah
$5.25M +$4.58M +1,000,000 +2,838%
American Century Companies
13
American Century Companies
Missouri
$5.16M +$194K +42,312 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$4.58M +$532K +116,113 +15%
Millennium Management
15
Millennium Management
New York
$4.02M +$2.67M +582,862 +278%
Northern Trust
16
Northern Trust
Illinois
$3.82M +$396K +86,375 +13%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.03M +$14.6K +3,189 +0.5%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$2.77M +$4.12K +899 +0.2%
SEI Investments
19
SEI Investments
Pennsylvania
$2.52M -$1.07K -234 -0%
Wells Fargo
20
Wells Fargo
California
$2.33M -$2.63M -574,023 -55%
US Bancorp
21
US Bancorp
Minnesota
$1.92M +$130K +28,322 +8%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.8M +$569K +124,233 +54%
Stifel Financial
23
Stifel Financial
Missouri
$1.8M -$576K -125,666 -26%
Bank of America
24
Bank of America
North Carolina
$1.71M +$179K +38,995 +13%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$1.29M -$86.6K -18,894 -7%

AEG Hedge Fund Activity: Q2 2023 in Review

206 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q2 2023, worth a combined $971M — up 15% from $843M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AEG and 20 opened new positions — a net loss of 23 holders — while 65 trimmed existing stakes and 71 added.

The largest buyer was Summit Global Investments, adding an estimated $4.58M. The largest seller was Wellington Management Group, cutting an estimated $8.8M.

  • 206 institutional investors held Aegon (AEG) as of Q2 2023, down from 229 in Q1 2023.
  • Funds reported $971M of Aegon stock for Q2 2023, up 15% quarter-over-quarter.
  • 20 funds opened new Aegon positions in Q2 2023 and 43 closed out, a net change of -23 holders.
  • The largest Aegon buyer in Q2 2023 was Summit Global Investments, an estimated $4.58M added.
  • The largest Aegon seller in Q2 2023 was Wellington Management Group, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2023.