Aegon NV
AEK.CL
AEK.CL was delisted on the 14th of May, 2018.
9 hedge funds and large institutions have $18.9M invested in Aegon NV in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
25% less capital invested
Capital invested by funds: $25.2M → $18.9M (-$6.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
+$5.63M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.43M |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$45.1K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$628K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$16.4K |
| 3 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$10K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
1
Mid Continent Capital
Chicago,
Illinois
| $13.4M | +$5.63M | +206,065 | +76% |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $2.17M | +$1.43M | +52,183 | +209% |
|
|
GA
3
Geneva Advisors
Chicago,
Illinois
| $1.55M | -$10K | -367 | -0.7% |
|
|
GWI
4
Grace & White Inc
Ny,
New York
| $741K | – | – | – |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $417K | -$16.4K | -601 | -4% |
|
|
HCM
6
Hollencrest Capital Management
Newport Beach,
California
| $375K | +$364K | +13,315 | New |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $177K | – | – | – |
|
|
LTI
8
Laffer Tengler Investments
Nashville,
Tennessee
| $46.5K | +$45.1K | +1,650 | New |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $32K | +$30.7K | +1,125 | New |
|
|
SOAMC
10
Spirit of America Management Corp
Syosset,
New York
| – | -$628K | -23,000 | Closed |
|
|
11
Victory Capital Management
San Antonio,
Texas
| – | -$1K | -38 | Closed |
|
AEK.CL Hedge Fund Activity: Q4 2013 in Review
9 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aegon NV (AEK.CL) for Q4 2013, worth a combined $18.9M — down 25% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AEK.CL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Mid Continent Capital, adding an estimated $5.63M. The largest seller was Spirit of America Management Corp, exiting entirely with an estimated $628K sold.
- 9 institutional investors held Aegon NV (AEK.CL) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $18.9M of Aegon NV stock for Q4 2013, down 25% quarter-over-quarter.
- 3 funds opened new Aegon NV positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest Aegon NV buyer in Q4 2013 was Mid Continent Capital, an estimated $5.63M added.
- The largest Aegon NV seller in Q4 2013 was Spirit of America Management Corp, an estimated $628K sold.
Based on aggregated 13F filings for Q4 2013.