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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
ET
326
Equitable Trust
Tennessee
$4.65M -$722K -2,332 -14%
MYIA
327
Mount Yale Investment Advisors
Colorado
$4.62M +$36.8K +119 +0.8%
Wealthfront Advisers
328
Wealthfront Advisers
California
$4.51M -$308K -995 -7%
AIM
329
Achmea Investment Management
Netherlands
$4.48M -$1.43M -4,622 -25%
CAN
330
Cetera Advisor Networks
California
$4.46M -$110K -355 -2%
AWM
331
Accurate Wealth Management
Florida
$4.33M +$37.8K +122 +0.9%
SGA
332
Strategic Global Advisors
California
$4.29M -$355K -1,146 -8%
PAI
333
Pittenger & Anderson Inc
Nebraska
$4.28M
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$4.22M
JRP
335
Jasper Ridge Partners
California
$4.22M
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$4.15M +$131K +424 +3%
PFO
337
Pathstone Family Office
New Jersey
$4.1M -$4.03M -13,031 -50%
IC
338
IEQ Capital
California
$4.08M +$53.5K +173 +1%
SF
339
Synovus Financial
Georgia
$4.05M +$614K +1,983 +18%
VPIM
340
Vanguard Personalized Indexing Management
California
$4.04M +$101K +327 +3%
OAM
341
Oppenheimer Asset Management
New York
$4.04M +$261K +843 +7%
MML Investors Services
342
MML Investors Services
Massachusetts
$4.01M -$705K -2,279 -15%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$4M +$307K +992 +8%
RIL
344
Rothschild Investment LLC
Illinois
$3.96M +$310 +1 +0%
IMRF
345
Illinois Municipal Retirement Fund
Illinois
$3.88M -$1.2M -3,873 -24%
MJB
346
Mark J. Bradley
$3.88M +$453K +1,465 +14%
VCA
347
Verdence Capital Advisors
Maryland
$3.8M -$159K -514 -4%
SWS
348
SYSTM Wealth Solutions
Illinois
$3.74M +$93.8K +303 +3%
B
349
Barings
North Carolina
$3.69M -$659K -2,130 -15%
CTA
350
Chesley Taft & Associates
Illinois
$3.68M +$26.3K +85 +0.7%

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.