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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$9.48M +$52.9K +171 +0.6%
MOACM
252
Mutual of America Capital Management
New York
$9.27M -$48.3K -156 -0.5%
BCAM
253
Boston Common Asset Management
Massachusetts
$9.23M +$20.7K +67 +0.2%
FFA
254
First Foundation Advisors
California
$9.22M -$137K -443 -1%
FG
255
Fiduciary Group
Georgia
$9.2M -$224K -724 -2%
BFM
256
Boothbay Fund Management
New York
$9.19M +$8.79M +28,406 +3,870%
CFG
257
Citizens Financial Group
Rhode Island
$9.12M -$150K -485 -2%
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$9.02M -$2.16M -6,964 -20%
SAM
259
Silvercrest Asset Management
New York
$8.93M -$439K -1,419 -5%
SOADOR
260
State of Alaska Department of Revenue
Alaska
$8.92M -$204K -660 -2%
CA
261
Cornerstone Advisors
North Carolina
$8.83M
Baird Financial Group
262
Baird Financial Group
Wisconsin
$8.79M +$151K +487 +2%
Creative Planning
263
Creative Planning
Kansas
$8.77M +$3.48M +11,231 +68%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$8.58M -$2.52M -8,147 -23%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$8.49M +$32.8K +106 +0.4%
Jacobs Levy Equity Management
266
Jacobs Levy Equity Management
New Jersey
$8.42M -$45.7M -147,699 -85%
Handelsbanken Fonder
267
Handelsbanken Fonder
Sweden
$8.16M +$473K +1,528 +6%
BAM
268
Bell Asset Management
Australia
$8.14M +$1.01M +3,269 +15%
WBC
269
Westpac Banking Corp
Australia
$8.08M -$4.68M -15,121 -37%
Vontobel Holding
270
Vontobel Holding
Switzerland
$8.08M +$202K +654 +3%
MWM
271
Moran Wealth Management
Florida
$7.83M +$2.39M +7,719 +45%
DILIC
272
Dai-ichi Life Insurance Company
Japan
$7.76M +$321K +1,036 +4%
SAM
273
Strategy Asset Managers
California
$7.65M +$546K +1,763 +8%
CNB
274
Czech National Bank
Czech Republic
$7.63M -$3.4K -11 -0%
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$7.58M -$730K -2,358 -9%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.