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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
AWM
326
Accurate Wealth Management
Florida
$4.53M -$26.6K -82 -0.6%
GLA
327
Great Lakes Advisors
Illinois
$4.46M +$1.65M +5,070 +64%
OAM
328
Oppenheimer Asset Management
New York
$4.46M +$35.1K +108 +0.8%
SGA
329
Strategic Global Advisors
California
$4.41M -$267K -822 -6%
PFA
330
Pure Financial Advisors
California
$4.37M +$388K +1,194 +10%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$4.35M -$260K -800 -6%
RIL
332
Rothschild Investment LLC
Illinois
$4.33M -$1.62K -5 -0%
SWS
333
SYSTM Wealth Solutions
Illinois
$4.25M +$140K +432 +4%
SS
334
Simplicity Solutions
Minnesota
$4.21M +$637K +1,962 +19%
SF
335
Synovus Financial
Georgia
$4.17M -$239K -737 -6%
Voloridge Investment Management
336
Voloridge Investment Management
Florida
$4.14M +$2.06M +6,338 +112%
CPA
337
Capital Planning Advisors
California
$4.06M +$176K +543 +5%
CTA
338
Chesley Taft & Associates
Illinois
$4.05M +$19.5K +60 +0.5%
AAM
339
AR Asset Management
California
$4.01M
ERSOT
340
Employees Retirement System of Texas
Texas
$4M -$1.34M -4,141 -26%
PRC
341
Pearl River Capital
Michigan
$3.99M +$1.01M +3,109 +37%
BFG
342
Bleakley Financial Group
New Jersey
$3.98M +$423K +1,302 +13%
B
343
Barings
North Carolina
$3.96M -$77.9K -240 -2%
IMRF
344
Illinois Municipal Retirement Fund
Illinois
$3.94M -$295K -909 -7%
AHC
345
Anderson Hoagland & Co
Missouri
$3.84M -$119K -366 -3%
PFO
346
Pathstone Family Office
New Jersey
$3.82M -$768K -2,366 -18%
Macquarie Group
347
Macquarie Group
Australia
$3.74M -$173K -533 -5%
TC
348
TownSquare Capital
Utah
$3.72M +$552K +1,699 +19%
VCA
349
Verdence Capital Advisors
Maryland
$3.71M -$427K -1,316 -11%
VHAM
350
Van Hulzen Asset Management
California
$3.69M

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.