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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
351
Pendal Group
Australia
$3.17M +$342K +1,142 +12%
MFG
352
MidWestOne Financial Group
Iowa
$3.1M
TPA
353
Trivium Point Advisory
Connecticut
$3.09M +$63K +210 +2%
MJB
354
Mark J. Bradley
$3.08M -$33K -110 -1%
AAM
355
Arabesque Asset Management
United Kingdom
$3.05M +$2.16M +7,210 +245%
Brown Advisory
356
Brown Advisory
Maryland
$3.05M +$1.43M +4,771 +89%
AHC
357
Anderson Hoagland & Co
Missouri
$3.03M +$8.09K +27 +0.2%
KJHP
358
K.J. Harrison & Partners
Ontario, Canada
$3.01M
DGAM
359
Desjardins Global Asset Management
Quebec, Canada
$2.99M +$2.98M +9,938 New
KAS
360
Kestra Advisory Services
Texas
$2.98M -$163K -544 -5%
AOWM
361
Alpha Omega Wealth Management
Virginia
$2.97M -$495K -1,650 -13%
GC
362
Gratus Capital
Georgia
$2.95M -$38.1K -127 -1%
RJFSA
363
Raymond James Financial Services Advisors
Florida
$2.94M -$1.22M -4,057 -29%
SAM
364
Sompo Asset Management
Japan
$2.9M -$1.42M -4,720 -33%
PFO
365
Pathstone Family Office
New Jersey
$2.88M +$964K +3,217 +50%
IMRF
366
Illinois Municipal Retirement Fund
Illinois
$2.88M +$679K +2,265 +31%
Cerity Partners
367
Cerity Partners
New York
$2.86M +$270K +901 +10%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$2.84M +$356K +1,186 +14%
OAM
369
Oppenheimer Asset Management
New York
$2.84M +$463K +1,544 +20%
HNB
370
Huntington National Bank
Ohio
$2.8M -$25.2K -84 -0.9%
Creative Planning
371
Creative Planning
Kansas
$2.77M +$460K +1,533 +20%
GG
372
Gofen & Glossberg
Illinois
$2.77M +$6.59K +22 +0.2%
SFI
373
Susquehanna Fundamental Investments
Pennsylvania
$2.76M -$3.01M -10,037 -52%
DHFB
374
Dixon Hubard Feinour & Brown
Virginia
$2.7M +$1.26M +4,190 +87%
CPA
375
Capital Planning Advisors
California
$2.69M +$46.5K +155 +2%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.