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221 hedge funds and large institutions have $1.06B invested in Aegon in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $296K | Put options by funds: $61K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 215221 (+6)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 9.26%9.63% (+0.37%)

2% less capital invested

Capital invested by funds: $1.08B → $1.06B (-$25.1M)

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
66
Reduced
61
Closed
24
Calls
$296K
Puts
$61K
Net Calls
+$235K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$758M +$1.71M +294,300 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$39.2M -$35.1M -6,029,177 -48%
BlackRock
3
BlackRock
New York
$31.2M +$400K +68,790 +1%
Goldman Sachs
4
Goldman Sachs
New York
$29M +$3.83M +658,778 +16%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.8M -$51.7M -8,879,413 -66%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.4M +$113K +19,346 +0.4%
Optiver Holding
7
Optiver Holding
Netherlands
$24M +$9.49M +1,629,993 +70%
RJA
8
Raymond James & Associates
Florida
$16.5M +$15.9M +2,724,292 New
GS
9
GTS Securities
New York
$10.5M +$9.25M +1,589,073 +1,071%
GWI
10
Grace & White Inc
New York
$9.77M -$184K -31,570 -2%
SGI
11
Summit Global Investments
Utah
$6.29M +$25K +4,303 +0.4%
American Century Companies
12
American Century Companies
Missouri
$4.68M +$241K +41,441 +6%
Northern Trust
13
Northern Trust
Illinois
$4.64M +$41.6K +7,152 +0.9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3.62M +$7.12K +1,223 +0.2%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$3.1M -$56.6K -9,725 -2%
SEI Investments
16
SEI Investments
Pennsylvania
$3.03M
OMC
17
Old Mission Capital
Illinois
$2.74M +$639K +109,779 +32%
US Bancorp
18
US Bancorp
Minnesota
$2.29M -$18.5K -3,186 -0.8%
EI
19
Ethic Inc
New York
$2.11M +$276K +47,392 +16%
Stifel Financial
20
Stifel Financial
Missouri
$2.06M -$42.7K -7,329 -2%
Creative Planning
21
Creative Planning
Kansas
$1.85M +$283K +48,634 +19%
Bank of America
22
Bank of America
North Carolina
$1.81M -$153K -26,303 -8%
Wells Fargo
23
Wells Fargo
California
$1.76M -$1.89M -324,377 -53%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.6M +$1.54M +264,532 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.29M -$554K -95,156 -31%

AEG Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aegon (AEG) for Q1 2024, worth a combined $1.06B — down 2.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AEG positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $51.7M.

  • 221 institutional investors held Aegon (AEG) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.06B of Aegon stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 33 funds opened new Aegon positions in Q1 2024 and 24 closed out, a net change of +9 holders.
  • The largest Aegon buyer in Q1 2024 was Raymond James & Associates, an estimated $15.9M added.
  • The largest Aegon seller in Q1 2024 was Wellington Management Group, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.