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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$12.6M -$777K -2,349 -6%
American Century Companies
227
American Century Companies
Missouri
$12.4M +$6.62M +20,000 +109%
SSA
228
Schonfeld Strategic Advisors
New York
$12.4M +$12.1M +36,479 +2,196%
NYLIM
229
New York Life Investment Management
New York
$11.8M -$336K -1,015 -3%
Capital Fund Management (CFM)
230
Capital Fund Management (CFM)
France
$11.8M +$12.1M +36,520 New
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$11.6M +$5.38M +16,269 +84%
VA
232
Vident Advisory
Georgia
$11.6M +$11.8M +35,707 New
CP
233
Cumberland Partners
Ontario, Canada
$11.6M -$935K -2,825 -7%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6M -$935K -2,826 -7%
SI
235
Stephens Inc
Arkansas
$11.5M -$818K -2,473 -7%
CNB
236
Czech National Bank
Czech Republic
$11.5M +$3.73M +11,277 +47%
BPCE
237
Bank Pictet & Cie (Europe)
Germany
$11.5M +$770K +2,328 +7%
YIA
238
YHB Investment Advisors
Connecticut
$11.4M -$96.3K -291 -0.8%
D.E. Shaw & Co
239
D.E. Shaw & Co
New York
$11.3M +$4.95M +14,957 +75%
URS
240
Utah Retirement Systems
Utah
$11.3M +$33.1K +100 +0.3%
Calamos Advisors
241
Calamos Advisors
Illinois
$11.1M -$915K -2,765 -7%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$11M +$3.61M +10,923 +47%
FMI
243
Factory Mutual Insurance
Massachusetts
$11M +$11.2M +34,000 New
MFAM
244
Motley Fool Asset Management
Virginia
$11M +$11.2M +33,790 New
DILIC
245
Dai-ichi Life Insurance Company
Japan
$10.8M -$113K -341 -1%
TC
246
TwinBeech Capital
New York
$10.8M +$11M +33,178 New
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$10.7M +$787K +2,379 +8%
Mariner
248
Mariner
Kansas
$10.6M -$56.6K -171 -0.5%
CWM
249
CIBC World Markets
New York
$10.6M -$78.9M -238,577 -88%
US Bancorp
250
US Bancorp
Minnesota
$10.5M -$1.05M -3,164 -9%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.