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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GFI
326
Global Frontier Investments
South Carolina
$4.86M
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$4.84M +$8.6K +26 +0.2%
SAM
328
Securian Asset Management
Minnesota
$4.72M -$816K -2,467 -14%
KV
329
Kickstand Ventures
New York
$4.68M +$4.78M +14,444 New
Nordea Investment Management
330
Nordea Investment Management
Sweden
$4.58M -$4.63K -14 -0.1%
VPIM
331
Vanguard Personalized Indexing Management
California
$4.57M +$232K +702 +5%
MYIA
332
Mount Yale Investment Advisors
Colorado
$4.54M -$127K -383 -3%
ET
333
Equitable Trust
Tennessee
$4.51M -$221K -667 -5%
QCM
334
Qsemble Capital Management
New York
$4.51M +$4.6M +13,900 New
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$4.41M -$50.3K -152 -1%
AWM
336
Accurate Wealth Management
Florida
$4.41M +$4.3K +13 +0.1%
CAN
337
Cetera Advisor Networks
California
$4.41M -$289K -873 -6%
PAI
338
Pittenger & Anderson Inc
Nebraska
$4.4M
AAF
339
Andra AP-fonden
Sweden
$4.35M +$926K +2,800 +26%
JRP
340
Jasper Ridge Partners
California
$4.34M
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$4.27M +$4.36M +13,175 New
OAM
342
Oppenheimer Asset Management
New York
$4.19M +$4.96K +15 +0.1%
1832 Asset Management
343
1832 Asset Management
Ontario, Canada
$4.17M -$24.7M -74,692 -85%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$4.09M
Macquarie Group
345
Macquarie Group
Australia
$4.08M +$576K +1,741 +16%
SWS
346
SYSTM Wealth Solutions
Illinois
$4.03M +$36.1K +109 +0.9%
API
347
Advisor Partners II
California
$4M +$903K +2,730 +28%
PFA
348
Pure Financial Advisors
California
$3.91M -$193K -582 -5%
CPA
349
Capital Planning Advisors
California
$3.82M +$11.6K +35 +0.3%
SF
350
Synovus Financial
Georgia
$3.78M -$142K -428 -4%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.