We are live on ! Find out more

633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
376
Canandaigua National Bank & Trust
New York
$734K +$733K +5,230 New
QSS
377
Quantitative Systematic Strategies
Florida
$732K +$731K +5,217 New
AIP
378
Ameritas Investment Partners
Nebraska
$729K -$33.8K -241 -4%
Creative Planning
379
Creative Planning
Kansas
$712K +$76.3K +545 +12%
GLA
380
Great Lakes Advisors
Illinois
$710K -$743K -5,307 -51%
BCM
381
Bayesian Capital Management
New York
$702K +$700K +5,000 New
Bessemer Group
382
Bessemer Group
New Jersey
$693K -$42K -300 -6%
RG
383
Rikoon Group
New Mexico
$676K
AAM
384
Advisors Asset Management
Colorado
$654K -$1.37M -9,763 -68%
ZCA
385
Zeke Capital Advisors
Pennsylvania
$627K +$248K +1,771 +66%
GSBTD
386
Glenview State Bank Trust Department
Illinois
$610K
Stifel Financial
387
Stifel Financial
Missouri
$609K +$102K +731 +20%
NEI
388
Northwest & Ethical Investments
Ontario, Canada
$603K -$315K -2,250 -34%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$600K +$599K +4,273 New
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$594K -$1.68K -12 -0.3%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K +$345K +2,465 +140%
VIA
392
Vident Investment Advisory
Georgia
$589K +$5.88K +42 +1%
CAN
393
Cetera Advisor Networks
California
$588K +$10.2K +73 +2%
RC
394
RBF Capital
California
$575K
RE
395
RBC Europe
United Kingdom
$574K -$16.8K -120 -3%
CWM
396
Confluence Wealth Management
Oregon
$566K +$565K +4,035 New
Holocene Advisors
397
Holocene Advisors
New York
$553K +$552K +3,942 New
Federated Hermes
398
Federated Hermes
Pennsylvania
$550K -$2.7M -19,288 -83%
EDRH
399
Edmond de Rothschild Holding
Switzerland
$544K +$87.5K +625 +19%
SM
400
Sciencast Management
New Jersey
$543K +$89.9K +642 +21%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.