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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$722K -$26.3K -249 -4%
AP
352
AHL Partners
United Kingdom
$716K +$249K +2,352 +56%
CC
353
ClearArc Capital
Ohio
$703K -$16.6K -157 -2%
V
354
Veritable
Delaware
$684K +$42.1K +398 +7%
RFS
355
Rockefeller Financial Services
New York
$681K
PAM
356
Princeton Alpha Management
New Jersey
$675K +$653K +6,176 New
MSV
357
MN Services Vermogensbeheer
Netherlands
$673K
ABC
358
Associated Banc-Corp
Wisconsin
$670K
SLA
359
Silver Lake Advisory
Utah
$670K +$2.01K +19 +0.3%
LTFS
360
Ladenburg Thalmann Financial Services
Florida
$659K -$7.83K -74 -1%
PI
361
Putnam Investments
Massachusetts
$653K -$21.2K -200 -3%
MA
362
MUFG Americas
New York
$634K
AFWA
363
Ancora Family Wealth Advisors
Ohio
$617K +$362K +3,425 +154%
Victory Capital Management
364
Victory Capital Management
Texas
$610K +$116K +1,100 +25%
JA
365
JLB & Associates
Michigan
$605K -$1.61M -15,225 -73%
ECM
366
Element Capital Management
New York
$592K -$79.2K -749 -12%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$584K +$35.2K +333 +7%
FCH
368
Freestone Capital Holdings
Washington
$581K -$14.9K -141 -3%
CIBC World Market
369
CIBC World Market
Ontario, Canada
$577K +$559K +5,286 New
DILH
370
Dai-ichi Life Holdings
Japan
$574K
BBHC
371
Brown Brothers Harriman & Co
New York
$568K
AIP
372
Ameritas Investment Partners
Nebraska
$560K
Verition Fund Management
373
Verition Fund Management
Connecticut
$540K +$523K +4,945 New
TC
374
Toews Corporation
New Jersey
$535K +$518K +4,900 New
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$522K +$11.4K +108 +2%

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.