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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
251
Greenwood Gearhart
Arkansas
$7.17M +$266K +1,331 +4%
PI
252
PineBridge Investments
New York
$6.99M -$456K -2,283 -6%
SAM
253
Strategy Asset Managers
California
$6.92M -$694K -3,476 -9%
AIM
254
Alphinity Investment Management
Australia
$6.87M -$35.4M -177,437 -84%
X
255
Xponance
Pennsylvania
$6.87M +$40.3K +202 +0.6%
AAF
256
Andra AP-fonden
Sweden
$6.85M -$1.16M -5,800 -15%
SAM
257
Sompo Asset Management
Japan
$6.8M -$387K -1,940 -6%
MSA
258
Mason Street Advisors
Wisconsin
$6.71M -$90.9K -455 -1%
CS
259
Cannell & Spears
New York
$6.59M +$82.1K +411 +1%
CM
260
Churchill Management
California
$6.56M -$166K -831 -3%
SSA
261
Schonfeld Strategic Advisors
New York
$6.5M +$2.58M +12,908 +69%
TBA
262
Tower Bridge Advisors
Pennsylvania
$6.43M +$6.23M +31,192 New
OMC
263
Overbrook Management Corp
New York
$6.33M +$4.43M +22,198 +261%
FG
264
Fiduciary Group
Georgia
$6.03M +$73.9K +370 +1%
AssetMark Inc
265
AssetMark Inc
California
$5.96M +$800K +4,006 +16%
LPL Financial
266
LPL Financial
California
$5.92M -$260K -1,300 -4%
SI
267
Stephens Inc
Arkansas
$5.84M -$18.2K -91 -0.3%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.77M +$1.04M +5,183 +23%
US Bancorp
269
US Bancorp
Minnesota
$5.66M -$333K -1,667 -6%
Commonwealth Equity Services
270
Commonwealth Equity Services
Massachusetts
$5.59M -$71.5K -358 -1%
TI
271
TT International
United Kingdom
$5.58M +$4.33M +21,663 New
CB
272
Commerce Bank
Missouri
$5.54M +$173K +868 +3%
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$5.49M -$454K -2,272 -8%
HFS
274
Hantz Financial Services
Michigan
$5.32M +$4.82M +24,130 +1,479%
CCM
275
Carderock Capital Management
Maryland
$5.29M -$22.2K -111 -0.4%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.