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501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498501 (+3)

0.4% less ownership

Funds ownership: 86.63%86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
326
ClearArc Capital
Ohio
$695K +$88.5K +884 +15%
SW
327
SVB Wealth
Massachusetts
$682K
PFBT
328
Parkside Financial Bank & Trust
Missouri
$669K +$711K +7,106 +151%
FTI
329
Fiduciary Trust International
Massachusetts
$668K
RFC
330
Regions Financial Corp
Alabama
$667K +$249K +2,486 +59%
CWG
331
C WorldWide Group
Denmark
$644K +$520K +5,200 +413%
GG
332
Gofen & Glossberg
Illinois
$639K
BA
333
Bridgewater Associates
Connecticut
$638K +$641K +6,404 New
Commonwealth Equity Services
334
Commonwealth Equity Services
Massachusetts
$627K -$5.61K -56 -0.9%
RFS
335
Rockefeller Financial Services
New York
$621K
ABC
336
Associated Banc-Corp
Wisconsin
$611K
CI
337
Constellation Investments
Ohio
$608K +$20K +200 +3%
RC
338
RBF Capital
California
$598K
MA
339
MUFG Americas
New York
$576K -$32.7K -327 -5%
GF
340
Gerstein Fisher
New York
$567K -$22.1K -221 -4%
EMG
341
Ellington Management Group
Connecticut
$558K +$560K +5,600 New
V
342
Veritable
Delaware
$557K -$237K -2,372 -30%
ONB
343
Old National Bancorp
Indiana
$538K +$186K +1,854 +52%
WRM
344
Westport Resources Management
Connecticut
$531K +$455K +4,551 +588%
AIP
345
Ameritas Investment Partners
Nebraska
$530K
SO
346
STRS Ohio
Ohio
$530K +$127K +1,271 +31%
GIA
347
Guyasuta Investment Advisors
Pennsylvania
$524K
BBHC
348
Brown Brothers Harriman & Co
New York
$518K
PAM
349
PartnerRe Asset Management
Connecticut
$507K -$85K -849 -14%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$499K +$19.1K +191 +4%

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.