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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
301
Crossmark Global Holdings
Texas
$5.66M +$197K +606 +4%
NB
302
Norinchukin Bank
Japan
$5.65M +$1.99M +6,140 +60%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$5.63M +$74.4K +229 +1%
Wealthfront Advisers
304
Wealthfront Advisers
California
$5.57M +$598K +1,842 +13%
OAM
305
Ostrum Asset Management
France
$5.51M -$68.2K -210 -1%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$5.5M -$80.2K -247 -2%
MML Investors Services
307
MML Investors Services
Massachusetts
$5.44M +$988K +3,041 +24%
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$5.36M +$33.5K +103 +0.7%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$5.33M -$248K -763 -5%
GT
310
Glenmede Trust
Pennsylvania
$5.29M
SCA
311
Snowden Capital Advisors
New York
$5.27M -$60.7K -187 -1%
GFI
312
Global Frontier Investments
South Carolina
$5.18M
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$5.14M -$251K -773 -5%
IC
314
IEQ Capital
California
$5.1M +$599K +1,844 +14%
ET
315
Equitable Trust
Tennessee
$5.03M -$56.8K -175 -1%
CAN
316
Cetera Advisor Networks
California
$5M +$109K +335 +2%
MYIA
317
Mount Yale Investment Advisors
Colorado
$4.96M -$93.9K -289 -2%
Nordea Investment Management
318
Nordea Investment Management
Sweden
$4.82M -$1.64M -5,037 -27%
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$4.75M +$196K +605 +5%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$4.73M +$328K +1,011 +8%
PAI
321
Pittenger & Anderson Inc
Nebraska
$4.68M
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$4.65M +$2.8M +8,617 +178%
JRP
323
Jasper Ridge Partners
California
$4.62M
VPIM
324
Vanguard Personalized Indexing Management
California
$4.62M +$190K +584 +5%
NO
325
Ninety One
South Africa
$4.56M +$707K +2,176 +20%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.