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501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498501 (+3)

0.4% less ownership

Funds ownership: 86.63%86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
376
Pillar Pacific Capital Management
California
$363K
PG
377
PEAK6 Group
Illinois
$362K +$364K +3,635 New
Jane Street
378
Jane Street
New York
$360K +$361K +3,608 New
FAB
379
First American Bank
Illinois
$349K
HBT
380
Hills Bank & Trust
Iowa
$347K
YMRC
381
Yorktown Management & Research Company
Virginia
$339K
JWA
382
JFS Wealth Advisors
Pennsylvania
$329K
MHIC
383
Marble Harbor Investment Counsel
Massachusetts
$327K
PSI
384
Pinnacle Summer Investments
Virginia
$324K +$801 +8 +0.2%
TNBTD
385
Trustmark National Bank Trust Department
Mississippi
$311K +$49.9K +499 +19%
BSA
386
Braun Stacey Associates
New York
$309K +$310K +3,100 New
PWLP
387
Prio Wealth Limited Partnership
Massachusetts
$304K
DSC
388
Duncker Streett & Co
Missouri
$303K
WPW
389
Waldron Private Wealth
Pennsylvania
$303K +$98.4K +983 +43%
SWP
390
Stratos Wealth Partners
Ohio
$300K -$31K -310 -9%
W
391
Wealthfront
California
$299K +$69.4K +693 +30%
SC
392
Saturna Capital
Washington
$290K
BAS
393
Brown Advisory Securities
Maryland
$290K +$5.5K +55 +2%
CCM
394
CrestPoint Capital Management
Missouri
$289K
FBNAT
395
FirstMerit Bank N.A. Trustee
Ohio
$287K +$8.21K +82 +3%
WIA
396
Westbourne Investment Advisors
Maryland
$284K +$285K +2,845 New
RC
397
RegentAtlantic Capital
New Jersey
$284K +$285K +2,850 New
CBU
398
CIBC Bank USA
Illinois
$281K
BFM
399
Boothbay Fund Management
New York
$279K -$190K -1,900 -40%
LCM
400
Logan Capital Management
Pennsylvania
$279K +$280K +2,797 New

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.