Aegon NV
AEK.CL
AEK.CL was delisted on the 14th of May, 2018.
6 hedge funds and large institutions have $229M invested in Aegon NV in 2014 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
847% more capital invested
Capital invested by funds: $24.2M → $229M (+$205M)
33% less funds holding
Funds holding: 9 → 6 (-3)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$5.61M |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$184K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$95K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$32K |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $211M | -$184K | -6,493 | Closed |
|
|
MCC
2
Mid Continent Capital
Chicago,
Illinois
| $10.8M | -$5.61M | -197,762 | -34% |
|
|
KIA
3
KCM Investment Advisors
Greenbrae,
California
| $3.96M | -$15.6K | -550 | -0.4% |
|
|
GA
4
Geneva Advisors
Chicago,
Illinois
| $1.48M | – | – | – |
|
|
GWI
5
Grace & White Inc
Ny,
New York
| $723K | – | – | – |
|
|
SOAMC
6
Spirit of America Management Corp
Syosset,
New York
| $545K | – | – | – |
|
|
PPA
7
Parametric Portfolio Associates
Seattle,
Washington
| $423K | +$10K | +354 | +2% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$95K | -3,313 | Closed |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| – | -$32K | -1,125 | Closed |
|
AEK.CL Hedge Fund Activity: Q4 2014 in Review
6 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Aegon NV (AEK.CL) for Q4 2014, worth a combined $229M — up 847% from $24.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AEK.CL and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $10K. The largest seller was Mid Continent Capital, cutting an estimated $5.61M.
- 6 institutional investors held Aegon NV (AEK.CL) as of Q4 2014, down from 9 in Q3 2014.
- Funds reported $229M of Aegon NV stock for Q4 2014, up 847% quarter-over-quarter.
- 0 funds opened new Aegon NV positions in Q4 2014 and 3 closed out, a net change of -3 holders.
- The largest Aegon NV buyer in Q4 2014 was Parametric Portfolio Associates, an estimated $10K added.
- The largest Aegon NV seller in Q4 2014 was Mid Continent Capital, an estimated $5.61M sold.
Based on aggregated 13F filings for Q4 2014.