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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$9.4M +$95.8K +295 +1%
SG Americas Securities
252
SG Americas Securities
New York
$9.05M +$7.05M +21,717 +483%
BAM
253
Bell Asset Management
Australia
$8.9M -$14.6K -45 -0.2%
SOADOR
254
State of Alaska Department of Revenue
Alaska
$8.74M -$968K -2,981 -11%
CCM
255
Carderock Capital Management
Maryland
$8.68M +$2.19M +6,741 +37%
MWM
256
Moran Wealth Management
Florida
$8.67M +$92.6K +285 +1%
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$8.65M +$435K +1,338 +6%
SAM
258
Strategy Asset Managers
California
$8.42M +$40.6K +125 +0.5%
X
259
Xponance
Pennsylvania
$8.4M -$6.45M -19,848 -45%
CNB
260
Czech National Bank
Czech Republic
$8.35M -$7.14K -22 -0.1%
O
261
Ossiam
France
$8.09M -$4.66M -14,341 -38%
NAM
262
Nissay Asset Management
Japan
$8.05M -$179K -551 -2%
DT
263
Diversified Trust
Tennessee
$8.04M +$461K +1,418 +6%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$7.99M -$43.8K -135 -0.6%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$7.89M +$1.53M +4,698 +26%
CIM
266
Contravisory Investment Management
Massachusetts
$7.75M +$135K +416 +2%
VCM
267
Violich Capital Management
California
$7.66M -$73.1K -225 -1%
GIA
268
GHP Investment Advisors
Colorado
$7.62M +$71.1K +219 +0.9%
CA
269
Cornerstone Advisors
North Carolina
$7.59M -$1.95M -6,000 -21%
LOPW
270
Live Oak Private Wealth
North Carolina
$7.51M -$197K -607 -3%
CB
271
Commerce Bank
Missouri
$7.41M -$324K -998 -4%
HFS
272
Haverford Financial Services
Pennsylvania
$7.39M -$31.2K -96 -0.4%
MGWM
273
Marks Group Wealth Management
Minnesota
$7.27M -$47.4K -146 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.25M -$8.29M -25,525 -55%
UC
275
Unio Capital
New Jersey
$7.18M -$443K -1,365 -6%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.