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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
326
Wealthfront Advisers
California
$1.42M -$506K -2,473 -22%
HFA
327
Huber Financial Advisors
Illinois
$1.4M
UFF
328
USA Financial Formulas
Michigan
$1.39M +$1.73M +8,439 New
CI
329
Cigna Investments
Connecticut
$1.36M +$412K +2,013 +32%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$1.36M -$6.18M -30,191 -79%
Squarepoint
331
Squarepoint
New York
$1.34M -$18.4M -89,902 -92%
HSBC Holdings
332
HSBC Holdings
United Kingdom
$1.34M -$5.08M -24,794 -76%
PP
333
Prudential plc
United Kingdom
$1.34M +$1.66M +8,118 New
MYLI
334
Meiji Yasuda Life Insurance
Japan
$1.32M -$104K -506 -6%
KWILP
335
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.3M +$12.5K +61 +0.8%
ECM
336
Everence Capital Management
Indiana
$1.3M
SLI
337
Sumitomo Life Insurance
Japan
$1.25M -$62.6K -306 -4%
PFA
338
Pure Financial Advisors
California
$1.21M
NAS
339
Nicolet Advisory Services
Wisconsin
$1.21M +$985K +4,812 +192%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.17M +$318K +1,551 +28%
KeyBank National Association
341
KeyBank National Association
Ohio
$1.16M +$131K +641 +10%
DHFB
342
Dixon Hubard Feinour & Brown
Virginia
$1.16M
MYAM
343
Meiji Yasuda Asset Management
Japan
$1.16M -$2.28M -11,118 -58%
UCFA
344
United Capital Financial Advisors
Texas
$1.15M -$788K -3,851 -36%
NB
345
Norinchukin Bank
Japan
$1.14M -$1.49M -7,266 -51%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$1.13M -$163K -795 -10%
NVIM
347
New Vernon Investment Management
Illinois
$1.13M -$1.4M -6,848 -50%
PP
348
Paloma Partners
Connecticut
$1.12M -$1.82M -8,881 -57%
CNBT
349
Canandaigua National Bank & Trust
New York
$1.12M +$18.4K +90 +1%
FA
350
FDx Advisors
Illinois
$1.12M +$744K +3,636 +116%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.