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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
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$8.23M +$134K +405 +2%
CCM
277
Carderock Capital Management
Maryland
$8.2M +$49.3K +149 +0.6%
X
278
Xponance
Pennsylvania
$8.11M +$221K +669 +3%
SLAM
279
Swiss Life Asset Management
$8.09M -$2.11M -6,363 -20%
CWM
280
Circle Wealth Management
New Jersey
$7.94M -$4.46M -13,485 -36%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$7.82M -$400K -1,210 -5%
GIA
282
GHP Investment Advisors
Colorado
$7.8M +$52.9K +160 +0.7%
NAM
283
Nissay Asset Management
Japan
$7.79M +$234K +706 +3%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$7.41M -$662 -2 -0%
SAM
285
Strategy Asset Managers
California
$7.35M -$567K -1,713 -7%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$7.27M +$1.01M +3,056 +16%
AIM
287
Achmea Investment Management
Netherlands
$7.24M +$771K +2,331 +12%
LOPW
288
Live Oak Private Wealth
North Carolina
$7.06M +$6.95K +21 +0.1%
CIM
289
Contravisory Investment Management
Massachusetts
$7.04M -$245K -742 -3%
VCM
290
Violich Capital Management
California
$7M -$204K -617 -3%
EI
291
Ethic Inc
New York
$6.96M +$780K +2,357 +12%
CB
292
Commerce Bank
Missouri
$6.95M -$7.61K -23 -0.1%
HFS
293
Haverford Financial Services
Pennsylvania
$6.93M -$17.5K -53 -0.2%
BFIM
294
Beese Fulmer Investment Management
Ohio
$6.82M +$187K +564 +3%
MGWM
295
Marks Group Wealth Management
Minnesota
$6.78M -$51K -154 -0.7%
UC
296
Unio Capital
New Jersey
$6.69M -$59.6K -180 -0.9%
AI
297
Aperture Investors
New York
$6.47M +$27.1K +82 +0.4%
Vontobel Holding
298
Vontobel Holding
Switzerland
$6.4M -$56.6K -171 -0.9%
DT
299
Diversified Trust
Tennessee
$6.34M -$1.23M -3,717 -16%
CQS
300
Credential Qtrade Securities
$6.29M -$408K -1,233 -6%

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.