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182 hedge funds and large institutions have $881M invested in Aegon in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

0.04% less ownership

Funds ownership: 9.09%9.05% (-0.04%)

9% less capital invested

Capital invested by funds: $971M → $881M (-$89.3M)

11% less call options, than puts

Call options by funds: $392K | Put options by funds: $438K

12% less funds holding

Funds holding: 206182 (-24)

62% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 39

Holders
182
Holders Change
-24
Holders Change %
-11.65%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
64
Reduced
46
Closed
39
Calls
$392K
Puts
$438K
Net Calls
-$46K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$603M -$2.47M -480,329 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$73.8M -$7.79M -1,510,860 -9%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M +$438K +85,055 +1%
BlackRock
4
BlackRock
New York
$24.2M +$530K +102,832 +2%
Goldman Sachs
5
Goldman Sachs
New York
$18M +$1.73M +335,728 +10%
PMG
6
Private Management Group
California
$17.9M -$3.52M -682,691 -15%
RJA
7
Raymond James & Associates
Florida
$17.1M -$3.56M -691,700 -16%
Optiver Holding
8
Optiver Holding
Netherlands
$15.1M +$6.46M +1,253,260 +67%
GWI
9
Grace & White Inc
New York
$8.07M -$69.5K -13,480 -0.8%
Millennium Management
10
Millennium Management
New York
$7.66M +$4.14M +804,389 +102%
BIP
11
Brandes Investment Partners
California
$6.34M +$13.4K +2,597 +0.2%
SGI
12
Summit Global Investments
Utah
$4.97M
Northern Trust
13
Northern Trust
Illinois
$3.63M +$22.4K +4,338 +0.6%
American Century Companies
14
American Century Companies
Missouri
$3.41M -$1.59M -307,989 -30%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2.88M +$11.5K +2,240 +0.4%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$2.63M +$13.2K +2,571 +0.5%
Wells Fargo
17
Wells Fargo
California
$2.46M +$270K +52,452 +11%
SEI Investments
18
SEI Investments
Pennsylvania
$2.4M +$20.6K +4,005 +0.8%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.08M +$2.06M +399,329 +1,204%
US Bancorp
20
US Bancorp
Minnesota
$1.77M -$49.8K -9,666 -3%
Stifel Financial
21
Stifel Financial
Missouri
$1.71M +$9.14K +1,773 +0.5%
Bank of America
22
Bank of America
North Carolina
$1.66M +$43.9K +8,511 +3%
EI
23
Ethic Inc
New York
$1.23M +$113K +21,875 +9%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$1.2M -$20.9K -4,064 -2%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$1.17M -$13.2K -2,561 -1%

AEG Hedge Fund Activity: Q3 2023 in Review

182 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q3 2023, worth a combined $881M — down 9.2% from $971M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AEG and 15 opened new positions — a net loss of 24 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Optiver Holding, adding an estimated $6.46M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $25M sold.

  • 182 institutional investors held Aegon (AEG) as of Q3 2023, down from 206 in Q2 2023.
  • Funds reported $881M of Aegon stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 15 funds opened new Aegon positions in Q3 2023 and 39 closed out, a net change of -24 holders.
  • The largest Aegon buyer in Q3 2023 was Optiver Holding, an estimated $6.46M added.
  • The largest Aegon seller in Q3 2023 was Dimensional Fund Advisors, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2023.