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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
301
Biltmore Family Office
North Carolina
$5.76M -$1.19M -3,860 -17%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$5.72M +$57.3K +185 +1%
SCM
303
Shelton Capital Management
Colorado
$5.7M +$4.36M +14,081 +352%
Verition Fund Management
304
Verition Fund Management
Connecticut
$5.62M +$4.11M +13,286 +292%
AAF
305
Andra AP-fonden
Sweden
$5.49M -$2.25M -7,273 -29%
SAM
306
Securian Asset Management
Minnesota
$5.48M +$31K +100 +0.6%
EI
307
Ethic Inc
New York
$5.47M +$1.39M +4,491 +35%
KL
308
KWMG LLC
Kansas
$5.43M +$53.9K +174 +1%
Arrowstreet Capital
309
Arrowstreet Capital
Massachusetts
$5.4M +$4.27M +13,792 +412%
CGH
310
Crossmark Global Holdings
Texas
$5.39M -$456K -1,474 -8%
Cerity Partners
311
Cerity Partners
New York
$5.31M +$210K +677 +5%
GT
312
Glenmede Trust
Pennsylvania
$5.29M -$115K -371 -2%
EMPI
313
Elo Mutual Pension Insurance
Finland
$5.21M +$58.2K +188 +1%
KRS
314
Kentucky Retirement Systems
Kentucky
$5.12M -$106K -343 -2%
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$5.11M
OPERF
316
Oregon Public Employees Retirement Fund
Oregon
$5.1M
OAM
317
Ostrum Asset Management
France
$5.1M +$5M +16,160 New
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$5.07M +$312K +1,007 +7%
ERSOT
319
Employees Retirement System of Texas
Texas
$4.96M -$8.85M -28,598 -65%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$4.94M -$228K -738 -4%
SCA
321
Snowden Capital Advisors
New York
$4.87M -$6.81K -22 -0.1%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$4.86M +$4.63M +14,943 +3,133%
GFI
323
Global Frontier Investments
South Carolina
$4.73M
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
$4.7M -$3.59M -11,588 -44%
BPCE
325
Bank Pictet & Cie (Europe)
Germany
$4.7M -$136K -440 -3%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.