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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Profund Advisors
Maryland
$758K -$145K -1,031 -16%
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$752K +$16.8K +119 +2%
CG
378
Clinton Group
New York
$749K +$769K +5,457 New
IRF
379
IBM Retirement Fund
New York
$742K -$109K -775 -13%
VCA
380
Verdence Capital Advisors
Maryland
$730K -$59.5K -422 -7%
LCM
381
Laurion Capital Management
New York
$719K -$262K -1,860 -26%
CNBT
382
Canandaigua National Bank & Trust
New York
$708K -$9.86K -70 -1%
PMFA
383
Plante Moran Financial Advisors
Michigan
$696K +$170K +1,210 +31%
Fiera Capital (Canada)
384
Fiera Capital (Canada)
Quebec, Canada
$694K +$183K +1,301 +35%
Federated Hermes
385
Federated Hermes
Pennsylvania
$672K +$138K +978 +25%
EMG
386
Ellington Management Group
Connecticut
$672K +$690K +4,900 New
MCM
387
Mitchell Capital Management
Kansas
$659K +$190K +1,351 +39%
AAM
388
Advisors Asset Management
Colorado
$653K +$14.5K +103 +2%
AIP
389
Ameritas Investment Partners
Nebraska
$647K -$67.9K -482 -9%
RG
390
Rikoon Group
New Mexico
$634K -$38.5K -273 -6%
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$632K -$145K -1,031 -18%
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$631K +$45.8K +325 +8%
NPF
393
Norris Perne & French
Michigan
$630K -$7.5M -53,209 -92%
Stifel Financial
394
Stifel Financial
Missouri
$630K +$37.2K +264 +6%
Bessemer Group
395
Bessemer Group
New Jersey
$622K -$56.5K -401 -8%
ZCA
396
Zeke Capital Advisors
Pennsylvania
$613K
GT
397
Glenmede Trust
Pennsylvania
$608K +$109K +773 +21%
GSBTD
398
Glenview State Bank Trust Department
Illinois
$596K
CAN
399
Cetera Advisor Networks
California
$574K -$2.82K -20 -0.5%
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$569K -$11.6K -82 -2%

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.