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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
WSA
376
Wall Street Associates
California
$514K +$138K +1,302 +38%
W
377
Wealthfront
California
$498K +$8.57K +81 +2%
SAM
378
Symphony Asset Management
California
$490K +$474K +4,484 New
LIC
379
Lodestar Investment Counsel
Illinois
$483K
FNT
380
First National Trust
Pennsylvania
$482K +$149K +1,412 +47%
ICM
381
IronBridge Capital Management
Illinois
$478K
MFS
382
MSI Financial Services
Massachusetts
$470K +$129K +1,224 +40%
CAMG
383
CWA Asset Management Group
Florida
$463K +$448K +4,237 New
GVT
384
Genesee Valley Trust
New York
$459K +$444K +4,199 New
Cambridge Investment Research Advisors
385
Cambridge Investment Research Advisors
Iowa
$454K +$156K +1,478 +55%
LOAME
386
Lombard Odier Asset Management (Europe)
United Kingdom
$449K +$435K +4,113 New
RC
387
RBF Capital
California
$448K
WIA
388
Westbourne Investment Advisors
Maryland
$431K
CBU
389
CIBC Bank USA
Illinois
$428K +$129K +1,217 +45%
FTI
390
Fiduciary Trust International
Massachusetts
$426K
VNA
391
VNBTrust National Association
Virginia
$426K
TNBTD
392
Trustmark National Bank Trust Department
Mississippi
$418K -$109K -1,032 -21%
CT
393
Coastline Trust
Rhode Island
$410K
BCP
394
Blue Chip Partners
Michigan
$409K
Mariner
395
Mariner
Kansas
$405K -$7.4K -70 -2%
TCOV
396
Trust Company of Vermont
Vermont
$399K
GT
397
Glenmede Trust
Pennsylvania
$399K +$79.9K +755 +26%
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$395K -$78.1K -738 -17%
SCA
399
Salient Capital Advisors
Texas
$393K
CAL
400
Capital Analysts LLC
Pennsylvania
$393K +$28.8K +272 +8%

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.