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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
226
Kentucky Retirement Systems
Kentucky
$2.59M +$376K +4,008 +19%
SAS
227
Spectrum Advisory Services
Georgia
$2.58M
CAM
228
Capstone Asset Management
Texas
$2.56M +$112K +1,190 +5%
SCM
229
Sterling Capital Management
North Carolina
$2.56M +$41K +438 +2%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$2.56M -$79.6K -850 -3%
JA
231
JLB & Associates
Michigan
$2.48M +$1.95M +20,769 New
YIA
232
YHB Investment Advisors
Connecticut
$2.42M -$3.29M -35,075 -60%
RBA
233
Richard Bernstein Advisors
New York
$2.42M +$2.17M +23,163 New
CCM
234
Carderock Capital Management
Maryland
$2.4M +$1.43M +15,237 +197%
SI
235
Stephens Inc
Arkansas
$2.39M +$7.5K +80 +0.4%
CS
236
Cannell & Spears
New York
$2.35M
CBOA
237
Commonwealth Bank of Australia
Australia
$2.35M -$74.7K -797 -3%
HW
238
Hedeker Wealth
Illinois
$2.32M +$403K +4,302 +24%
DCM
239
Decatur Capital Management
Georgia
$2.28M
LPL Financial
240
LPL Financial
California
$2.26M -$149K -1,592 -7%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$2.26M -$102K -1,085 -5%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$2.18M +$31.5K +336 +2%
NB
243
Norinchukin Bank
Japan
$2.17M +$17.5K +187 +0.9%
DT
244
Diversified Trust
Tennessee
$2.15M +$223K +2,380 +13%
TCM
245
Tradition Capital Management
New Jersey
$2.13M +$1.91M +20,385 New
CIM
246
Calvert Investment Management
Maryland
$2.13M +$137K +1,467 +8%
Citigroup
247
Citigroup
New York
$2.12M +$1.16M +12,399 +156%
SG Americas Securities
248
SG Americas Securities
New York
$2.1M +$1.73M +18,463 +1,141%
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M +$201K +2,146 +12%
GAG
250
GM Advisory Group
New York
$2.05M -$3.84K -41 -0.2%

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.