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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
351
Capstone Investment Advisors
New York
$536K +$482K +5,139 New
GF
352
Gerstein Fisher
New York
$525K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$523K -$3.75K -40 -0.8%
Two Sigma Investments
354
Two Sigma Investments
New York
$512K +$459K +4,903 New
TNBTD
355
Trustmark National Bank Trust Department
Mississippi
$508K +$52.1K +556 +13%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$489K +$134K +1,426 +44%
Victory Capital Management
357
Victory Capital Management
Texas
$469K -$155K -1,651 -27%
W
358
Wealthfront
California
$468K +$122K +1,301 +41%
LIC
359
Lodestar Investment Counsel
Illinois
$462K +$415K +4,425 New
ICM
360
IronBridge Capital Management
Illinois
$457K
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$455K +$3.09K +33 +0.8%
PCM
362
Palisade Capital Management
New Jersey
$449K -$14.5K -155 -3%
Tudor Investment Corp
363
Tudor Investment Corp
Connecticut
$441K -$170K -1,816 -30%
AP
364
AHL Partners
United Kingdom
$439K -$8.9K -95 -2%
SHA
365
Smith Hayes Advisers
Nebraska
$437K
RC
366
RBF Capital
California
$428K -$459K -4,900 -54%
WIA
367
Westbourne Investment Advisors
Maryland
$412K -$28.1K -300 -7%
VNA
368
VNBTrust National Association
Virginia
$407K -$77.3K -825 -17%
FTI
369
Fiduciary Trust International
Massachusetts
$407K
Mariner
370
Mariner
Kansas
$395K -$10.8K -115 -3%
Stifel Financial
371
Stifel Financial
Missouri
$394K -$1.09M -11,606 -76%
CT
372
Coastline Trust
Rhode Island
$392K
BCP
373
Blue Chip Partners
Michigan
$391K
TCOV
374
Trust Company of Vermont
Vermont
$381K -$93.7K -1,000 -22%
PPCM
375
Pillar Pacific Capital Management
California
$380K

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.