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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
301
Equitable Trust
Tennessee
$4.18M +$4.05M +20,285 New
RBA
302
Richard Bernstein Advisors
New York
$4.1M
RFC
303
Regions Financial Corp
Alabama
$3.93M +$3.81M +19,068 New
MUAMU
304
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.92M
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$3.88M -$403K -2,018 -10%
Connor, Clark & Lunn Investment Management (CC&L)
306
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.83M -$1.14M -5,702 -23%
KL
307
KWMG LLC
Kansas
$3.8M +$43.1K +216 +1%
PFM
308
Premier Fund Managers
United Kingdom
$3.76M +$619K +3,101 +20%
FWCM
309
Ferguson Wellman Capital Management
Oregon
$3.65M +$95.1K +476 +3%
SG Americas Securities
310
SG Americas Securities
New York
$3.64M -$1.76M -8,810 -33%
TAF
311
Tredje AP-fonden
Sweden
$3.55M
WorldQuant Millennium Advisors
312
WorldQuant Millennium Advisors
New York
$3.44M +$45.9K +230 +1%
GIM
313
Goelzer Investment Management
Indiana
$3.43M -$81.3K -407 -2%
COPPSERS
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.4M +$649K +3,249 +25%
SIM
315
Sentry Investment Management
Wisconsin
$3.31M
PAG
316
Private Advisor Group
New Jersey
$3.27M +$378K +1,895 +13%
EP
317
Edgestream Partners
New Jersey
$3.23M +$1.38M +6,889 +79%
QIM
318
Quantitative Investment Management
Virginia
$3.22M +$1.74M +8,703 +126%
Nordea Investment Management
319
Nordea Investment Management
Sweden
$3.21M -$1.81M -9,072 -37%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$3.19M +$92.9K +465 +3%
AI
321
Aperture Investors
New York
$3.17M -$523K -2,617 -15%
BPCE
322
Bank Pictet & Cie (Europe)
Germany
$3.14M +$1.09M +5,447 +56%
First Trust Advisors
323
First Trust Advisors
Illinois
$3.13M -$703K -3,519 -19%
KJHP
324
K.J. Harrison & Partners
Ontario, Canada
$3.1M +$3M +15,000 New
CGH
325
Crossmark Global Holdings
Texas
$3.1M -$196K -980 -6%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.