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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
UCFA
351
United Capital Financial Advisors
Texas
$481K +$24.5K +245 +5%
VNA
352
VNBTrust National Association
Virginia
$471K
TCOV
353
Trust Company of Vermont
Vermont
$464K +$114K +1,136 +32%
KL
354
KWMG LLC
Kansas
$455K +$457K +4,565 New
OC
355
Oppenheimer & Co
New York
$443K -$82.4K -823 -16%
AP
356
Advisor Partners
California
$438K
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$437K +$3.6K +36 +0.8%
PCM
358
Palisade Capital Management
New Jersey
$435K +$437K +4,363 New
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$430K +$2.2K +22 +0.5%
FM
360
Foster & Motley
Ohio
$429K -$157K -1,570 -27%
CPIM
361
Columbia Partners Investment Management
Virginia
$420K -$420K -4,196 -50%
SHA
362
Smith Hayes Advisers
Nebraska
$418K -$10K -100 -2%
CAW
363
Cornerstone Advisors (Washington)
Washington
$409K
PMFA
364
Plante Moran Financial Advisors
Michigan
$406K +$21K +210 +5%
F
365
FolioMetrix
Nebraska
$403K +$218K +2,178 +117%
SIG
366
Schooner Investment Group
Pennsylvania
$399K
MG
367
Markel Group
Virginia
$399K +$400K +4,000 New
QI
368
QS Investors
New York
$392K
TWI
369
Thomas White International
Illinois
$392K +$3.7K +37 +0.9%
BG
370
Bahl & Gaynor
Ohio
$389K +$101K +1,005 +35%
CT
371
Coastline Trust
Rhode Island
$374K -$10K -100 -3%
BCP
372
Blue Chip Partners
Michigan
$374K
Truist Financial
373
Truist Financial
North Carolina
$372K +$1.3K +13 +0.3%
Mariner
374
Mariner
Kansas
$370K -$6.3K -63 -2%
ICM
375
IronBridge Capital Management
Illinois
$368K

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.