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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
BDA
251
Borer Denton & Associates
Pennsylvania
$10.5M +$49.6K +150 +0.5%
YCM
252
Yousif Capital Management
Michigan
$10.4M -$326K -986 -3%
ZAM
253
Zevin Asset Management
Massachusetts
$10.3M +$68.5K +207 +0.7%
BBA
254
Baader Bank Aktiengesellschaft
Germany
$10.3M +$10.5M +31,793 New
BAM
255
Bell Asset Management
Australia
$10.2M +$1.88M +5,673 +22%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$10M -$272K -821 -3%
ECM
257
ExodusPoint Capital Management
New York
$9.98M +$9.54M +28,829 +1,469%
Creative Planning
258
Creative Planning
Kansas
$9.79M +$282K +853 +3%
HFS
259
Hantz Financial Services
Michigan
$9.76M -$337K -1,018 -3%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$9.67M -$51.3K -155 -0.5%
First Manhattan
261
First Manhattan
New York
$9.67M -$910K -2,751 -8%
Holocene Advisors
262
Holocene Advisors
New York
$9.63M +$6.46M +19,518 +192%
SAM
263
Silvercrest Asset Management
New York
$9.52M +$51.6K +156 +0.5%
PCIG
264
Partners Capital Investment Group
Massachusetts
$9.44M -$490K -1,480 -5%
FFA
265
First Foundation Advisors
California
$9.4M +$272K +823 +3%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$9.31M +$205K +619 +2%
First Trust Advisors
267
First Trust Advisors
Illinois
$9.31M -$170M -515,156 -95%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$9.26M +$159K +481 +2%
FG
269
Fiduciary Group
Georgia
$9.21M -$139K -421 -1%
MOACM
270
Mutual of America Capital Management
New York
$9.21M -$327K -989 -3%
OCM
271
Oribel Capital Management
New York
$9.05M -$2.75M -8,300 -23%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$8.99M +$169K +512 +2%
BCAM
273
Boston Common Asset Management
Massachusetts
$8.91M -$2.98K -9 -0%
CFG
274
Citizens Financial Group
Rhode Island
$8.52M -$588K -1,776 -6%
GLA
275
Great Lakes Advisors
Illinois
$8.5M +$4.4M +13,286 +103%

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.