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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
351
Freestone Capital Holdings
Washington
$949K +$50.6K +346 +6%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$919K -$30.9K -211 -3%
HC
353
Henshaw Capital
Massachusetts
$895K +$2.34K +16 +0.3%
DHFB
354
Dixon Hubard Feinour & Brown
Virginia
$895K -$245K -1,678 -22%
TP
355
Truvvo Partners
New York
$887K
Mirae Asset Global Investments
356
Mirae Asset Global Investments
South Korea
$883K +$840K +5,744 New
PA
357
Profund Advisors
Maryland
$865K +$15.1K +103 +2%
CAM
358
Cubic Asset Management
Massachusetts
$861K
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$850K +$7.17K +49 +0.9%
AG
360
Advisor Group
Arizona
$846K +$318K +2,177 +66%
CI
361
Conning Inc
Connecticut
$842K -$51K -349 -6%
MOS
362
MGO One Seven
Ohio
$829K +$788K +5,391 New
Creative Planning
363
Creative Planning
Kansas
$810K -$41.5K -284 -5%
PG
364
Pendal Group
Australia
$806K -$114K -779 -13%
CNBT
365
Canandaigua National Bank & Trust
New York
$804K +$10.4K +71 +1%
VCA
366
Verdence Capital Advisors
Maryland
$799K -$18.4K -126 -2%
VF
367
Virtu Financial
New York
$794K +$756K +5,166 New
RC
368
RBF Capital
California
$784K +$146K +1,000 +24%
PAG
369
Private Advisor Group
New Jersey
$764K -$1.18M -8,037 -62%
CAN
370
Cetera Advisor Networks
California
$738K +$96.4K +659 +16%
FAF
371
Första AP-fonden
Sweden
$736K -$424K -2,900 -38%
MCM
372
Mitchell Capital Management
Kansas
$736K -$2.63K -18 -0.4%
IRF
373
IBM Retirement Fund
New York
$724K -$102K -696 -13%
AAM
374
Advisors Asset Management
Colorado
$721K -$11.1K -76 -2%
Fiera Capital (Canada)
375
Fiera Capital (Canada)
Quebec, Canada
$718K -$57.2K -391 -8%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.