Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aegon Ltd (AEG)

284 + Investors. Track Smart Money conviction in AEG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — AEG

Based on 286 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AEG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
286 hedge funds hold AEG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

144 buying130 selling
Last quarter: 144 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 39 → 49 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 27% new
130 out of 286 hedge funds have held AEG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

28 → 39 → 39 → 49 → 38 new funds/Q
New funds entering each quarter: 39 → 39 → 49 → 38. A growing number of institutions are discovering AEG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 32% newcomers

■ 45% veterans ■ 23% 1-2yr ■ 32% new
Entry-cohort mix of 287 holders: 128 (45%) are 2+ year veterans, 66 entered 1–2 years ago, and 93 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
36 of 285 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in AEG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AEG

In 2026 Q1, 144 hedge funds were net buyers of AEG (38 opened a new position, 106 added to an existing one), while 130 reduced or exited (83 trimmed, 47 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 77% of total institutional value in AEG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 286.

Hedge Fund Ownership: AEG

How many hedge funds hold AEG — quarterly history vs. share price
Quarterly hedge fund ownership of AEG vs. share price

Market Analysis: AEG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AEG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Aegon Ltd (AEG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AEG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
AEG
+16.0%
XLF
+126.4%

AEG outperformed XLF by -110.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
AEG
+0.4%
XLF
+96.0%

Since the filing became public, AEG outperformed XLF by -95.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: AEG
284 + Investors

Track Smart Money conviction in AEG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 284 295 -3.73%
13F Shares 128M 161M -20.55%
Total Value $925M $1.26B -26.34%
New Positions 37 49 -12
Increased Positions 106 110 -4
Closed Positions 48 29 +19
Reduced Positions 82 76 +6
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: AEG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

284 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AEG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AEG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abc Arbitrage SA 2.03% 2,107,085 $15.3M
2 Transmarket Holdings LP 1.82% 322,909 $2.5M
3 Grace & White Inc /Ny 1.42% 1,107,297 $8.0M
4 Private Wealth Asset Management, LLC 0.70% 900,000 $6.5M
5 Wealthstar Advisors, LLC 0.45% 133,514 $969K
6 Dodge & Cox 0.20% 50,556,509 $367.0M
7 Tower Research Capital LLC (TRC) 0.17% 885,320 $6.4M
8 Impact Investors, Inc 0.15% 30,249 $220K
9 Scientech Research LLC 0.15% 24,767 $180K
10 OLIO Financial Planning 0.14% 71,009 $516K
11 Mainstay Capital Management LLC /Adv 0.13% 237,545 $1.7M
12 Stronghold Wealth Management L.L.C. 0.11% 10,155 $74K
13 Todd Asset Management LLC 0.09% 648,575 $4.7M
14 Sivia Capital Partners, LLC 0.08% 58,572 $425K
15 Hennion & Walsh Asset Management, Inc. 0.08% 323,321 $2.3M
16 DRW Securities, LLC 0.08% 782,733 $5.7M
17 Kingdom Financial Group LLC. 0.08% 37,832 $275K
18 Lloyd Advisory Services, LLC. 0.08% 37,832 $275K
19 Viewpoint Investment Partners Corp 0.07% 30,100 $160K
20 Abacus Wealth Partners, LLC 0.07% 110,254 $800K
21 Old Mission Capital LLC 0.07% 613,320 $4.5M
22 Jackson Square Capital, LLC 0.06% 40,482 $294K
23 Oppenheimer & Co Inc 0.05% 559,615 $4.1M
24 Entropy Technologies, LP 0.05% 142,001 $1.0M
25 Boit C F David 0.05% 14,695 $107K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Aegon Ltd (AEG)

What does the Smart Money Trend signal show for AEG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AEG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AEG?

Slight buying edge — 53% buying: Last quarter: 144 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AEG holders?

Elite ownership — 77% AUM from top-100 funds: 36 of 285 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in AEG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AEG?

45% of holders stayed for 2+ years: 130 out of 286 hedge funds have held AEG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Aegon Ltd (AEG) following the 2026 Q1 hedge fund 13F filings?

As of today, AEG has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -95.6%. Since the quarter end (March 31, 2026), AEG has gained +16.0% vs +126.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →