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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
276
GM Advisory Group
New York
$2.33M
COPPSERS
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.31M +$507K +4,397 +29%
MERSOM
278
Municipal Employees' Retirement System of Michigan
Michigan
$2.31M
TCM
279
Tradition Capital Management
New Jersey
$2.27M -$26.8K -232 -1%
SLAM
280
Swiss Life Asset Management
$2.27M +$977K +8,470 +80%
UCFA
281
United Capital Financial Advisors
Texas
$2.26M +$66.8K +579 +3%
FFA
282
First Foundation Advisors
California
$2.25M -$18.5K -160 -0.8%
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$2.23M -$257K -2,223 -11%
CS
284
Cannell & Spears
New York
$2.2M
LTI
285
Laffer Tengler Investments
Tennessee
$2.11M
BTNA
286
Bremer Trust National Association
Minnesota
$2.09M +$158K +1,369 +8%
SAM
287
Silvercrest Asset Management
New York
$2.08M +$32.2K +279 +2%
SLI
288
Sumitomo Life Insurance
Japan
$2.06M -$124K -1,078 -6%
GIM
289
Goelzer Investment Management
Indiana
$2.05M -$58.5K -507 -3%
FIM
290
FourPoints Investment Managers
France
$2.03M -$542K -4,700 -22%
KRS
291
Kentucky Retirement Systems
Kentucky
$2M -$260K -2,255 -12%
Robeco Institutional Asset Management
292
Robeco Institutional Asset Management
Netherlands
$1.98M -$221K -1,917 -10%
AOWM
293
Alpha Omega Wealth Management
Virginia
$1.96M
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$1.91M -$46.2K -400 -2%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$1.89M -$923 -8 -0.1%
LIA
296
LS Investment Advisors
Michigan
$1.87M -$56.5K -490 -3%
CCM
297
Cadence Capital Management
Massachusetts
$1.84M -$74.7K -647 -4%
GC
298
Gillson Capital
Illinois
$1.84M +$1.79M +15,479 New
IAMOG
299
Investors Asset Management of Georgia
Georgia
$1.83M
RIL
300
Rothschild Investment LLC
Illinois
$1.83M -$11.5K -100 -0.6%

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.