undamentalytics Newsletter

Aegon LTD.: which funds bought and sold

Institutions that bought and sold Aegon shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 162 institutions that filed 13F reports for both quarters added to or opened positions in Aegon, and 86 cut or closed them. Together they sold a net 7.1M shares, −5.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−2.1%); index fund managers were net sellers of 111K shares (−1.5%). 45 opened a new position and 27 sold out entirely.

Bought, Q2 2026 162 institutions, 45 of them new holders Sold, Q2 2026 86 institutions, 27 of them sold out
Net change, all compared −7.1M shares (−5.5%)
Net change, active managers −1.3M shares (−2.1%), 19 bought, 9 sold

Buyers versus sellers

institutions compared, 326
Active managers and hedge funds 19 bought · 9 sold · −1.3M
Index fund managers 2 bought · 3 sold · −111K
Other institutions 141 bought · 74 sold · −5.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund +2.6M +1125.5% 2.8M $23.7M
Jpmorgan Chase & Co +1.6M +147.7% 2.6M $21.8M
Dimensional Fund Advisors LP +1.3M +11.0% 13.0M $110M
Acadian Asset Management LLC Active manager +992K New position 992K $8.4M
Quantinno Capital Management LP +827K +47.7% 2.6M $21.6M
Marshall Wace, LLP Hedge fund +815K New position 815K $6.9M
Goldman Sachs Group Inc +757K +16.6% 5.3M $44.9M
Capital Fund Management S.A. Hedge fund +654K +327.0% 854K $7.2M
HRT Financial LP +456K New position 456K $3.8M
Bank Of America Corp +399K +110.0% 761K $6.4M
AQR Capital Management LLC Hedge fund +395K +50.1% 1.2M $10M
Citadel Advisors LLC Hedge fund +193K New position 193K $1.6M
Nuveen, LLC +180K New position 180K $1.5M
Creative Planning +160K +30.4% 686K $5.8M
Graham Capital Management, L.P. Hedge fund +136K +381.7% 172K $1.5M
Mercer Global Advisors Inc +131K +182.8% 203K $1.7M
Federation Des Caisses Desjardins Du Quebec +126K +1612.1% 134K $1.1M
Bridgewater Associates, LP Hedge fund +113K +180.1% 176K $1.5M
Commonwealth Equity Services, LLC +95K +136.5% 165K $1.4M
American Century Companies Inc Active manager +89K +6.4% 1.5M $12.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dodge & Cox Active manager −5.9M −11.7% 44.6M $377M
Morgan Stanley −4.6M −43.7% 5.9M $50M
BNP Paribas Financial Markets −1.5M −100.0% 479 $4,043
Jane Street Group, LLC −1.0M −30.3% 2.3M $19.4M
Arrowstreet Capital, Limited Partnership Hedge fund −815K −14.5% 4.8M $40.7M
Drw Securities, LLC −745K −95.2% 38K $318,263
Todd Asset Management LLC −649K Sold out 0 —
Teachers Retirement System Of The State Of Kentucky −644K Sold out 0 —
Tower Research Capital LLC (TRC) −547K −61.8% 338K $2.9M
Abc Arbitrage SA −544K −25.8% 1.6M $13.2M
Bank Of Montreal −463K −92.4% 38K $320,408
Transmarket Holdings LP −396K −59.4% 270K $2.3M
UBS Group AG −332K −12.1% 2.4M $20.3M
Voloridge Investment Management, LLC Hedge fund −260K −21.2% 967K $8.2M
Schonfeld Strategic Advisors LLC Hedge fund −247K −83.0% 51K $426,573
Sei Investments Co −217K −52.7% 196K $1.7M
Old Mission Capital LLC −206K −33.6% 407K $3.4M
Diversify Wealth Management, LLC −158K −85.4% 27K $247,379
Millennium Management LLC Hedge fund −155K −81.3% 36K $301,848
Grace & White Inc −143K −12.9% 964K $8.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Acadian Asset Management LLCActive manager 992K $8.4M
Marshall Wace, LLPHedge fund 815K $6.9M
HRT Financial LP 456K $3.8M
Citadel Advisors LLCHedge fund 193K $1.6M
Nuveen, LLC 180K $1.5M
Janney Montgomery Scott LLC 71K $596,000
Quantbot Technologies LPHedge fund 66K $554,474
Engineers Gate Manager LPHedge fund 62K $526,293
Xy Capital Ltd 60K $502,180
Fox Run Management, L.L.C. 55K $462,689

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
304
Ten largest holders
73.1%
of 13F-reported shares
Index fund managers
6.1%
of 13F-reported shares
Active managers and hedge funds
50.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 9 9 1 −1.3M −2.1%
Index fund managers 2 3 0 0 −111K −1.5%
Other institutions 141 74 36 26 −5.7M −9.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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