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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Commerzbank Aktiengesellschaft
Germany
$779K +$421K +3,015 +130%
IR
377
Invictus RG
Bermuda
$773K +$238K +1,707 +48%
FP
378
FDO Partners
Massachusetts
$762K +$727K +5,213 New
NLI
379
Nippon Life Insurance
Japan
$759K +$481K +3,445 +197%
RG
380
Rikoon Group
New Mexico
$758K -$10.5K -75 -1%
ECM
381
ETrade Capital Management
Virginia
$757K -$19.4K -139 -3%
IAM
382
Iridian Asset Management
Connecticut
$731K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$729K +$73.8K +529 +12%
SQA
384
Simon Quick Advisors
New Jersey
$716K +$684K +4,900 New
Federated Hermes
385
Federated Hermes
Pennsylvania
$704K -$138K -991 -17%
AIM
386
Achmea Investment Management
Netherlands
$696K -$1.24M -8,898 -65%
Bessemer Group
387
Bessemer Group
New Jersey
$687K -$9.2M -65,960 -93%
Creative Planning
388
Creative Planning
Kansas
$672K -$52.1K -373 -8%
PI
389
Putnam Investments
Massachusetts
$670K -$83.7K -600 -12%
WI
390
WBI Investments
New Jersey
$670K +$640K +4,585 New
DWA
391
Douglass Winthrop Advisors
New York
$656K +$205K +1,468 +49%
RE
392
RBC Europe
United Kingdom
$645K +$616K +4,416 New
SCP
393
Syntal Capital Partners
Texas
$644K +$73.5K +527 +14%
GSBTD
394
Glenview State Bank Trust Department
Illinois
$635K
IP
395
Intellectus Partners
California
$624K +$279 +2 +0%
RFS
396
Rockefeller Financial Services
New York
$624K +$279K +2,000 +88%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$606K +$7.26K +52 +1%
CAMG
398
CWA Asset Management Group
Florida
$600K -$10.5K -75 -2%
CAN
399
Cetera Advisor Networks
California
$600K
RC
400
RBF Capital
California
$599K

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.