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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
276
Sumitomo Life Insurance
Japan
$2.32M +$96.4K +684 +4%
KL
277
KWMG LLC
Kansas
$2.31M +$105K +747 +5%
SAM
278
Sompo Asset Management
Japan
$2.29M +$2.35M +16,700 New
AOWM
279
Alpha Omega Wealth Management
Virginia
$2.26M
Truist Financial
280
Truist Financial
North Carolina
$2.23M -$392K -2,785 -15%
CA
281
Cornerstone Advisors
North Carolina
$2.19M
CT
282
CPF Texas
Texas
$2.17M
IAMOG
283
Investors Asset Management of Georgia
Georgia
$2.12M
JG
284
Jefferies Group
New York
$2.11M -$852K -6,049 -28%
NB
285
Norinchukin Bank
Japan
$2.09M +$1.55K +11 +0.1%
GC
286
Gratus Capital
Georgia
$2.08M -$972K -6,900 -31%
LIA
287
LS Investment Advisors
Michigan
$2.08M -$76.9K -546 -3%
COI
288
Connable Office Inc
Michigan
$2.06M
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$1.98M -$84.5K -600 -4%
NEI
290
Northwest & Ethical Investments
Ontario, Canada
$1.96M +$1.41M +10,000 +233%
MWP
291
MYCIO Wealth Partners
Pennsylvania
$1.92M
Public Sector Pension Investment Board (PSP Investments)
292
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M
RIM
293
Redpoint Investment Management
Australia
$1.88M
NVIM
294
New Vernon Investment Management
Illinois
$1.86M
TCM
295
Tradition Capital Management
New Jersey
$1.85M -$497K -3,525 -21%
Commonwealth Equity Services
296
Commonwealth Equity Services
Massachusetts
$1.84M +$98.9K +702 +6%
AIM
297
Assured Investment Management
New York
$1.84M +$1.46M +10,389 +347%
RJFSA
298
Raymond James Financial Services Advisors
Florida
$1.83M +$388K +2,752 +26%
DILIC
299
Dai-ichi Life Insurance Company
Japan
$1.8M -$68.3K -485 -4%
PAG
300
Private Advisor Group
New Jersey
$1.78M +$1.83M +13,008 New

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.