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Aon
AON

Overview Fund Activity

501 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.37%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
55
Increased
163
Reduced
202
Closed
56
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$329M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$124M
3
Lazard Asset Management
Lazard Asset Management
New York
+$111M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$59.7M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$50.6M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$707M
2
Harris Associates
Harris Associates
Illinois
-$281M
3
Ameriprise
Ameriprise
Minnesota
-$123M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$74.4M
5
State Street
State Street
Massachusetts
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
376
Salient Capital Advisors
Texas
$376K +$115K +1,100 +44%
LWAC
377
Laurel Wealth Advisors (California)
California
$371K +$418 +4 +0.1%
FAB
378
First American Bank
Illinois
$366K – – –
HBT
379
Hills Bank & Trust
Iowa
$363K – – –
WSA
380
Wall Street Associates
California
$356K – – –
YMRC
381
Yorktown Management & Research Company
Virginia
$355K – – –
Truist Financial
382
Truist Financial
North Carolina
$353K -$100K -957 -22%
CAL
383
Capital Analysts LLC
Pennsylvania
$347K +$59.9K +573 +21%
Creative Planning
384
Creative Planning
Kansas
$347K -$3.97K -38 -1%
JWA
385
JFS Wealth Advisors
Pennsylvania
$345K +$313 +3 +0.1%
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$342K – – –
UCFA
387
United Capital Financial Advisors
Texas
$332K +$35.2K +337 +12%
MCM
388
MV Capital Management
Maryland
$329K +$108K +1,028 +49%
AP
389
Advisor Partners
California
$328K +$71.9K +688 +28%
MWM
390
Mission Wealth Management
California
$327K +$327K +3,133 New
MFS
391
MSI Financial Services
Massachusetts
$321K -$22.5K -216 -7%
SCM
392
Shelton Capital Management
Colorado
$320K -$73.2K -700 -19%
NSIM
393
North Star Investment Management
Illinois
$320K – – –
PWLP
394
Prio Wealth Limited Partnership
Massachusetts
$318K – – –
DSC
395
Duncker Streett & Co
Missouri
$317K – – –
FNT
396
First National Trust
Pennsylvania
$314K +$314K +3,004 New
Millennium Management
397
Millennium Management
New York
$313K -$2.73M -26,200 -90%
SWP
398
Stratos Wealth Partners
Ohio
$313K -$2.09K -20 -0.7%
CAN
399
Cetera Advisor Networks
California
$313K +$10.3K +99 +3%
GLA
400
Great Lakes Advisors
Illinois
$306K +$306K +2,925 New
14 15
16
17 18