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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$2.43M
AAM
352
AR Asset Management
California
$2.4M
PHS
353
Pekin Hardy Strauss
Illinois
$2.36M -$280K -1,400 -11%
CTA
354
Chesley Taft & Associates
Illinois
$2.24M -$46.9K -235 -2%
Harris Associates
355
Harris Associates
Illinois
$2.2M -$14.4M -72,309 -87%
MML Investors Services
356
MML Investors Services
Massachusetts
$2.18M +$961K +4,811 +84%
W
357
WealthStone
Ohio
$2.14M +$2.07M +10,373 New
RJT
358
Raymond James Trust
Florida
$2.08M +$6.19K +31 +0.3%
ARI
359
Applied Research Investments
Delaware
$2.05M -$855K -4,283 -30%
Holocene Advisors
360
Holocene Advisors
New York
$2.03M +$1.96M +9,827 New
HNB
361
Huntington National Bank
Ohio
$1.99M -$67.9K -340 -3%
MFG
362
MidWestOne Financial Group
Iowa
$1.98M +$1.91M +9,583 New
ACM
363
Ativo Capital Management
Illinois
$1.97M -$104K -519 -5%
FCM
364
Fortis Capital Management
Washington
$1.96M
BC
365
Brookfield Corp
Ontario, Canada
$1.96M +$1.89M +9,483 New
LOPW
366
Live Oak Private Wealth
North Carolina
$1.95M -$233K -1,167 -11%
AP
367
Advisor Partners
California
$1.92M -$58.1K -291 -3%
AWM
368
Avitas Wealth Management
California
$1.91M +$16.8K +84 +0.9%
ACA
369
Anchor Capital Advisors
Massachusetts
$1.91M -$50.9K -255 -3%
GG
370
Gofen & Glossberg
Illinois
$1.9M -$16K -80 -0.9%
MYLI
371
Meiji Yasuda Life Insurance
Japan
$1.89M +$87.5K +438 +5%
AFA
372
Abacus FCF Advisors
Florida
$1.87M +$642K +3,213 +56%
LIA
373
LS Investment Advisors
Michigan
$1.86M -$10.4K -52 -0.6%
OCM
374
Olstein Capital Management
New York
$1.86M
AC
375
Allstate Corporation
Illinois
$1.85M -$69.9K -350 -4%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.