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1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
301
Vontobel Holding
Switzerland
$6.3M -$229K -738 -4%
Los Angeles Capital Management
302
Los Angeles Capital Management
California
$6.21M +$1.21M +3,901 +27%
RFC
303
Regions Financial Corp
Alabama
$6.19M +$567K +1,828 +11%
EMPI
304
Elo Mutual Pension Insurance
Finland
$6.11M +$180K +582 +3%
EAM
305
EULAV Asset Management
Florida
$6.01M -$16M -51,700 -74%
Caisse de Depot et Placement du Quebec (CDPQ)
306
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.99M -$12.7M -40,803 -69%
KL
307
KWMG LLC
Kansas
$5.99M +$106K +342 +2%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$5.91M -$1.71M -5,517 -24%
BFO
309
Biltmore Family Office
North Carolina
$5.84M
SCM
310
Shelton Capital Management
Colorado
$5.83M
JIC
311
Johnson Investment Counsel
Ohio
$5.78M -$115K -372 -2%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$5.72M +$465K +1,500 +10%
Macquarie Group
313
Macquarie Group
Australia
$5.64M +$426K +1,375 +9%
GIBU
314
Gulf International Bank (UK)
United Kingdom
$5.63M +$27.6K +89 +0.5%
DA
315
Dash Acquisitions
California
$5.39M +$1.61M +5,205 +42%
PCIG
316
Partners Capital Investment Group
Massachusetts
$5.36M -$5.18M -16,694 -51%
GC
317
Gratus Capital
Georgia
$5.27M -$827K -2,668 -14%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$5.17M -$251K -809 -5%
Balyasny Asset Management
319
Balyasny Asset Management
Illinois
$5.14M +$3.69M +11,908 +341%
SFI
320
Susquehanna Fundamental Investments
Pennsylvania
$5.1M +$4.74M +15,292 New
MML Investors Services
321
MML Investors Services
Massachusetts
$5.08M -$173K -558 -4%
IC
322
IEQ Capital
California
$5.08M +$59.2K +191 +1%
KRS
323
Kentucky Retirement Systems
Kentucky
$5.07M -$252K -814 -5%
SWS
324
SYSTM Wealth Solutions
Illinois
$5.06M +$685K +2,209 +17%
FGP
325
Foyston, Gordon, & Payne
Ontario, Canada
$5.04M -$122K -395 -3%

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.