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1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
351
Walleye Capital
New York
$3.94M +$3.66M +11,797 New
SAM
352
Securian Asset Management
Minnesota
$3.93M -$279K -901 -7%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$3.91M +$72.5K +234 +2%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$3.9M -$124K -400 -3%
YAM
355
Yacktman Asset Management
Texas
$3.89M +$3.62M +11,670 New
AAM
356
AR Asset Management
California
$3.88M
OAM
357
Ostrum Asset Management
France
$3.84M +$45.3K +146 +1%
CP
358
Cumberland Partners
Ontario, Canada
$3.8M -$7.75M -24,985 -69%
RIL
359
Rothschild Investment LLC
Illinois
$3.8M +$1.24K +4 +0%
CTA
360
Chesley Taft & Associates
Illinois
$3.79M -$37.8K -122 -1%
AA
361
ALPS Advisors
Colorado
$3.79M +$47.1K +152 +1%
Credit Agricole
362
Credit Agricole
France
$3.75M +$2.01M +6,498 +115%
CAN
363
Cetera Advisor Networks
California
$3.67M -$5.89K -19 -0.2%
BFG
364
Bleakley Financial Group
New Jersey
$3.66M -$70.1K -226 -2%
SW
365
Simplicity Wealth
New Jersey
$3.66M +$3.4M +10,956 New
AHC
366
Anderson Hoagland & Co
Missouri
$3.63M +$167K +538 +5%
B
367
Barings
North Carolina
$3.62M +$182K +587 +6%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$3.61M -$43.4K -140 -1%
SCM
369
Seascape Capital Management
New Hampshire
$3.6M -$51.2K -165 -2%
CGH
370
Crossmark Global Holdings
Texas
$3.59M -$252K -813 -7%
CGIM
371
Capital Group Investment Management
Singapore
$3.48M +$174K +560 +6%
CI
372
CX Institutional
Indiana
$3.48M +$52.4K +169 +2%
TRCT
373
Tower Research Capital (TRC)
New York
$3.46M -$7.3M -23,560 -69%
MCM
374
MAI Capital Management
Ohio
$3.37M +$2.33M +7,523 +292%
SC
375
Savant Capital
Illinois
$3.37M +$74.7K +241 +2%

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.