We are live on ! Find out more

1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
351
AR Asset Management
California
$3.77M
ERSOT
352
Employees Retirement System of Texas
Texas
$3.76M
CGH
353
Crossmark Global Holdings
Texas
$3.74M -$2.05M -6,211 -35%
CTA
354
Chesley Taft & Associates
Illinois
$3.74M -$67.8K -205 -2%
TRCT
355
Tower Research Capital (TRC)
New York
$3.71M +$1.89M +5,703 +100%
RIL
356
Rothschild Investment LLC
Illinois
$3.7M -$375K -1,134 -9%
IMRF
357
Illinois Municipal Retirement Fund
Illinois
$3.7M
DA
358
Dash Acquisitions
California
$3.67M +$417K +1,261 +13%
TC
359
TownSquare Capital
Utah
$3.66M +$167K +506 +5%
B
360
Barings
North Carolina
$3.66M -$58.6K -177 -2%
VCA
361
Verdence Capital Advisors
Maryland
$3.64M +$164K +497 +5%
AA
362
ALPS Advisors
Colorado
$3.61M +$3.68M +11,136 New
SS
363
Simplicity Solutions
Minnesota
$3.59M -$376K -1,137 -9%
BFG
364
Bleakley Financial Group
New Jersey
$3.59M -$154K -465 -4%
AHC
365
Anderson Hoagland & Co
Missouri
$3.57M -$36.4K -110 -1%
PFM
366
Premier Fund Managers
United Kingdom
$3.54M +$33.1K +100 +0.9%
VHAM
367
Van Hulzen Asset Management
California
$3.5M +$26.5K +80 +0.7%
NMERB
368
New Mexico Educational Retirement Board
New Mexico
$3.45M +$232K +700 +7%
PP
369
Prudential plc
United Kingdom
$3.44M +$282K +853 +9%
SCM
370
Seascape Capital Management
New Hampshire
$3.43M -$2.65K -8 -0.1%
CI
371
CX Institutional
Indiana
$3.4M -$8.27K -25 -0.2%
YIH
372
Y-Intercept (HK)
Hong Kong
$3.37M +$3.44M +10,402 New
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$3.35M -$5.6M -16,938 -62%
Wellington Management Group
374
Wellington Management Group
Massachusetts
$3.27M +$1.11M +3,341 +50%
RJFSA
375
Raymond James Financial Services Advisors
Florida
$3.25M -$189K -571 -5%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.