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507 hedge funds and large institutions have $23.5B invested in Aon in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 208 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $13M | Put options by funds: $8.19M

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1.35% more ownership

Funds ownership: 84.77%86.12% (+1.4%)

1% more funds holding

Funds holding: 501507 (+6)

3% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$782M)

21% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 208

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
13.3%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.6%
New
46
Increased
164
Reduced
208
Closed
36
Calls
$13M
Puts
$8.19M
Net Calls
+$4.78M
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Shelton Capital Management
Colorado
$347K +$55.9K +600 +19%
BCP
377
Blue Chip Partners
Michigan
$346K
CT
378
Coastline Trust
Rhode Island
$346K
WA
379
Waverly Advisors
Alabama
$344K +$309K +3,322 +814%
PPCM
380
Pillar Pacific Capital Management
California
$336K
LWAC
381
Laurel Wealth Advisors (California)
California
$327K +$331K +3,550 New
SM
382
Stratton Management
Pennsylvania
$324K
FAB
383
First American Bank
Illinois
$323K
FRM
384
Fox Run Management
Connecticut
$323K +$326K +3,500 New
MAM
385
Mizuho Asset Management
Japan
$322K +$48K +515 +17%
HBT
386
Hills Bank & Trust
Iowa
$320K
WSA
387
Wall Street Associates
California
$314K
YMRC
388
Yorktown Management & Research Company
Virginia
$314K
FM
389
Foster & Motley
Ohio
$311K -$23.8K -255 -7%
TG
390
TLP Group
Illinois
$311K +$314K +3,371 New
Creative Planning
391
Creative Planning
Kansas
$310K +$18.4K +198 +6%
JWA
392
JFS Wealth Advisors
Pennsylvania
$305K
MFS
393
MSI Financial Services
Massachusetts
$304K +$200K +2,146 +187%
BG
394
Bahl & Gaynor
Ohio
$303K -$32.6K -350 -10%
MHIC
395
Marble Harbor Investment Counsel
Massachusetts
$302K
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$301K +$28.6K +307 +10%
GT
397
Glenmede Trust
Pennsylvania
$295K +$46.6K +500 +18%
W
398
Wealthfront
California
$293K +$42.5K +456 +17%
PSI
399
Pinnacle Summer Investments
Virginia
$292K -$304K -3,267 -51%
NSIM
400
North Star Investment Management
Illinois
$283K +$279K +3,000 +4,615%

AON Hedge Fund Activity: Q4 2015 in Review

507 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2015, worth a combined $23.5B — up 3.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AON positions and 36 closed out — a net gain of 10 holders — while 164 added to existing stakes and 208 trimmed.

The largest buyer was Artisan Partners, adding an estimated $547M. The largest seller was Tran Capital Management, cutting an estimated $205M.

  • 507 institutional investors held Aon (AON) as of Q4 2015, up from 501 in Q3 2015.
  • Funds reported $23.5B of Aon stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new Aon positions in Q4 2015 and 36 closed out, a net change of +10 holders.
  • The largest Aon buyer in Q4 2015 was Artisan Partners, an estimated $547M added.
  • The largest Aon seller in Q4 2015 was Tran Capital Management, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2015.