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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
351
AR Asset Management
California
$3.66M
Twin Tree Management
352
Twin Tree Management
Texas
$3.66M +$596K +1,924 +20%
AHC
353
Anderson Hoagland & Co
Missouri
$3.62M -$12.7K -41 -0.4%
PFA
354
Pure Financial Advisors
California
$3.61M +$4.02K +13 +0.1%
Macquarie Group
355
Macquarie Group
Australia
$3.58M
CI
356
CX Institutional
Indiana
$3.58M -$271K -876 -7%
CPA
357
Capital Planning Advisors
California
$3.54M -$161K -521 -4%
TPCW
358
TD Private Client Wealth
New York
$3.51M +$274K +886 +9%
NO
359
Ninety One
South Africa
$3.46M -$2.03M -6,573 -37%
SCM
360
Seascape Capital Management
New Hampshire
$3.45M -$392K -1,267 -10%
GIM
361
Goelzer Investment Management
Indiana
$3.39M -$167K -540 -5%
VHAM
362
Van Hulzen Asset Management
California
$3.37M +$1.24M +4,000 +60%
RJFSA
363
Raymond James Financial Services Advisors
Florida
$3.3M +$703K +2,270 +28%
PFM
364
Premier Fund Managers
United Kingdom
$3.25M +$3.21M +10,375 New
Man Group
365
Man Group
United Kingdom
$3.24M -$41.1M -132,899 Closed
NB
366
Norinchukin Bank
Japan
$3.23M +$85.1K +275 +3%
SS
367
Simplicity Solutions
Minnesota
$3.23M +$1.6M +5,157 +102%
BFG
368
Bleakley Financial Group
New Jersey
$3.22M +$250K +807 +9%
GC
369
Guggenheim Capital
Illinois
$3.17M -$3.95M -12,758 -56%
MFG
370
MidWestOne Financial Group
Iowa
$3.1M
GC
371
Gratus Capital
Georgia
$3.05M +$8.98K +29 +0.3%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$3.01M -$92.9K -300 -3%
PIM
373
Progressive Investment Management
Oregon
$2.99M +$55.1K +178 +2%
SC
374
Savant Capital
Illinois
$2.99M -$24.5K -79 -0.8%
API
375
Advisor Partners II
California
$2.92M -$144K -465 -5%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.