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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFG
351
Heron Financial Group
New York
$1.11M -$10K -49 -0.8%
KAS
352
Kemnay Advisory Services
New York
$1.1M -$738K -3,604 -35%
MWM
353
Madison Wealth Management
Ohio
$1.1M -$72.7K -355 -5%
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
$1.07M -$34.6K -169 -3%
V
355
Veritable
Delaware
$1.06M -$32.3K -158 -2%
MFS
356
Mirabella Financial Services
United Kingdom
$1.05M -$1.98M -9,651 -60%
PTC
357
Private Trust Company
Ohio
$1.05M -$9.62K -47 -0.7%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$1.04M +$285K +1,392 +28%
CSS
359
Cubist Systematic Strategies
Connecticut
$1.04M -$10M -48,888 -89%
IRF
360
IBM Retirement Fund
New York
$1.02M +$420K +2,049 +49%
MA
361
MUFG Americas
New York
$1.02M
Impax Asset Management Group
362
Impax Asset Management Group
United Kingdom
$1.01M +$180K +880 +17%
GBA
363
Garrison Bradford & Associates
New York
$998K +$1.24M +6,050 New
LW
364
Linscomb Wealth
Texas
$989K -$418K -2,040 -25%
AFA
365
Abacus FCF Advisors
Florida
$989K -$125K -612 -9%
HC
366
Henshaw Capital
Massachusetts
$977K -$174K -850 -13%
AIC
367
Aurora Investment Counsel
Georgia
$975K -$266K -1,300 -18%
AHC
368
Anderson Hoagland & Co
Missouri
$971K -$11.7K -57 -0.9%
AP
369
Advisors Preferred
Maryland
$955K +$935K +4,566 +374%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$945K +$136K +666 +13%
MCM
371
Mitchell Capital Management
Kansas
$943K +$108K +527 +10%
DWA
372
Douglass Winthrop Advisors
New York
$923K +$553K +2,702 +93%
AA
373
Ancora Advisors
Ohio
$907K
CC
374
Centiva Capital
New York
$905K +$637K +3,111 +131%
VCA
375
Verdence Capital Advisors
Maryland
$904K +$94.6K +462 +9%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.