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Aegon
AEG

215 hedge funds and large institutions have $1.08B invested in Aegon in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

23% more capital invested

Capital invested by funds: $881M → $1.08B (+$201M)

18% more funds holding

Funds holding: 182 → 215 (+33)

0.22% more ownership

Funds ownership: 9.05% → 9.26% (+0.22%)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

34% less call options, than puts

Call options by funds: $215K | Put options by funds: $327K

Holders
215
Holders Change
+33
Holders Change %
+18.13%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
54
Reduced
54
Closed
20
Calls
$215K
Puts
$327K
Net Calls
-$112K
Net Calls Change
-$66K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$23.4M
3
PE
Point72 Europe
United Kingdom
+$3.72M
4
BIP
Brandes Investment Partners
California
+$3.12M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.69M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$17.1M
2
PMG
Private Management Group
California
-$11.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.9M
4
Millennium Management
Millennium Management
New York
-$6.81M
5
Optiver Holding
Optiver Holding
Netherlands
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$720M -$2.91M -560,100 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$77.6M -$9.9M -1,904,479 -12%
Morgan Stanley
3
Morgan Stanley
New York
$72M +$32.1M +6,169,041 +97%
BlackRock
4
BlackRock
New York
$29.3M +$275K +52,912 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26M +$23.4M +4,507,076 New
Goldman Sachs
6
Goldman Sachs
New York
$23.8M +$2.03M +389,582 +10%
Optiver Holding
7
Optiver Holding
Netherlands
$13.5M -$4.03M -775,948 -25%
BIP
8
Brandes Investment Partners
California
$11.1M +$3.12M +601,003 +45%
GWI
9
Grace & White Inc
New York
$9.49M -$184K -35,354 -2%
PMG
10
Private Management Group
California
$8.53M -$11.7M -2,251,862 -60%
SGI
11
Summit Global Investments
Utah
$5.96M – – –
Northern Trust
12
Northern Trust
Illinois
$4.38M +$16.4K +3,162 +0.4%
American Century Companies
13
American Century Companies
Missouri
$4.22M +$115K +22,126 +3%
PE
14
Point72 Europe
United Kingdom
$4.12M +$3.72M +714,949 New
Wells Fargo
15
Wells Fargo
California
$3.55M +$535K +102,853 +20%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$3.44M -$15.1K -2,906 -0.5%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$3M -$138K -26,453 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$2.99M +$2.69M +518,366 +617,102%
SEI Investments
19
SEI Investments
Pennsylvania
$2.88M -$1.53K -295 -0.1%
US Bancorp
20
US Bancorp
Minnesota
$2.19M +$66.7K +12,841 +3%
Stifel Financial
21
Stifel Financial
Missouri
$2M -$45.3K -8,724 -2%
OMC
22
Old Mission Capital
Illinois
$1.98M +$1.06M +203,398 +145%
Bank of America
23
Bank of America
North Carolina
$1.87M -$104K -20,021 -6%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.78M +$1.6M +308,554 New
EI
25
Ethic Inc
New York
$1.73M +$233K +44,807 +17%
1
2 3 4 5

AEG Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q4 2023, worth a combined $1.08B — up 23% from $881M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEG positions and 20 closed out — a net gain of 35 holders — while 54 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.1M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $17.1M sold.

  • 215 institutional investors held Aegon (AEG) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $1.08B of Aegon stock for Q4 2023, up 23% quarter-over-quarter.
  • 55 funds opened new Aegon positions in Q4 2023 and 20 closed out, a net change of +35 holders.
  • The largest Aegon buyer in Q4 2023 was Morgan Stanley, an estimated $32.1M added.
  • The largest Aegon seller in Q4 2023 was Raymond James & Associates, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2023.