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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Salient Capital Advisors
Texas
$558K +$127K +1,100 +31%
CSS
377
Cubist Systematic Strategies
Connecticut
$549K -$951K -8,243 -64%
CA
378
Commerzbank Aktiengesellschaft
Germany
$546K +$109K +942 +26%
OMC
379
Overbrook Management Corp
New York
$532K -$991K -8,590 -66%
DILIC
380
Dai-ichi Life Insurance Company
Japan
$528K -$74.3K -644 -13%
DADC
381
D.A. Davidson & Co
Montana
$527K -$71K -615 -12%
CCP
382
Corient Capital Partners
California
$508K -$37K -321 -7%
IP
383
Intellectus Partners
California
$508K -$25.6K -222 -5%
CAMG
384
CWA Asset Management Group
Florida
$498K
CAN
385
Cetera Advisor Networks
California
$490K +$47.4K +411 +11%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$488K +$5.65K +49 +1%
RC
387
RBF Capital
California
$487K
LNWWM
388
Laird Norton Wetherby Wealth Management
California
$485K -$1.27K -11 -0.3%
SCP
389
Syntal Capital Partners
Texas
$479K +$176K +1,522 +60%
QSS
390
Quantitative Systematic Strategies
Florida
$477K +$464K +4,019 New
IRF
391
IBM Retirement Fund
New York
$464K -$2.5M -21,702 -88%
FTI
392
Fiduciary Trust International
Massachusetts
$463K
VNA
393
VNBTrust National Association
Virginia
$460K -$2.88K -25 -0.6%
LIC
394
Lodestar Investment Counsel
Illinois
$454K
WPW
395
Waldron Private Wealth
Pennsylvania
$454K +$198K +1,714 +81%
PAG
396
Private Advisor Group
New Jersey
$446K -$7.27K -63 -2%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$445K -$72.1K -625 -14%
BCP
398
Blue Chip Partners
Michigan
$445K
FMT
399
First Mercantile Trust
Tennessee
$438K -$10.7K -93 -2%
TCOV
400
Trust Company of Vermont
Vermont
$433K

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.