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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CRM
376
Capital Returns Management
New York
$709K -$359K -2,456 -35%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K -$3.07K -21 -0.5%
Bessemer Group
378
Bessemer Group
New Jersey
$702K +$4.53K +31 +0.7%
AIP
379
Ameritas Investment Partners
Nebraska
$690K -$34.2K -234 -5%
ZCA
380
Zeke Capital Advisors
Pennsylvania
$687K
RG
381
Rikoon Group
New Mexico
$684K -$25.6K -175 -4%
GSBTD
382
Glenview State Bank Trust Department
Illinois
$668K
MML Investors Services
383
MML Investors Services
Massachusetts
$659K +$72.7K +497 +13%
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$657K -$47.5K -325 -7%
NPF
385
Norris Perne & French
Michigan
$638K -$65.2K -446 -10%
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$638K -$439 -3 -0.1%
CWM
387
Confluence Wealth Management
Oregon
$625K +$8.19K +56 +1%
PWA
388
Providence Wealth Advisors
Illinois
$623K
MME
389
Meag Munich Ergo
Germany
$608K +$106K +726 +23%
GT
390
Glenmede Trust
Pennsylvania
$604K -$73.1K -500 -11%
VIA
391
Vident Investment Advisory
Georgia
$604K -$28.5K -195 -5%
AAMA
392
Advanced Asset Management Advisors
Ohio
$601K +$572K +3,908 New
WS
393
Wedbush Securities
California
$594K +$4.09K +28 +0.7%
LIC
394
Lodestar Investment Counsel
Illinois
$588K
SPIA
395
Steward Partners Investment Advisory
New York
$576K -$43.4K -297 -7%
BCP
396
Blue Chip Partners
Michigan
$576K
RE
397
RBC Europe
United Kingdom
$567K
BUB
398
BBVA USA Bancshares
Texas
$566K +$14.6K +100 +3%
TCOV
399
Trust Company of Vermont
Vermont
$566K +$54.3K +371 +11%
CA
400
Commerzbank Aktiengesellschaft
Germany
$558K +$162K +1,107 +44%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.