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698 hedge funds and large institutions have $35.1B invested in Aon in 2019 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $29.7B → $35.1B (+$5.45B)

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

1% more funds holding

Funds holding: 688698 (+10)

5% more call options, than puts

Call options by funds: $56M | Put options by funds: $53.5M

0.77% more ownership

Funds ownership: 85.01%85.78% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

3% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 251

Holders
698
Holders Change
+10
Holders Change %
+1.45%
% of All Funds
15.11%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.63%
New
85
Increased
243
Reduced
251
Closed
73
Calls
$56M
Puts
$53.5M
Net Calls
+$2.45M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$27.6K -170 -2%
UCFA
377
United Capital Financial Advisors
Texas
$1.13M -$668K -4,119 -38%
CNBT
378
Canandaigua National Bank & Trust
New York
$1.12M +$215K +1,329 +25%
MIAS
379
Mason Investment Advisory Services
Virginia
$1.1M +$1.05M +6,449 New
Franklin Resources
380
Franklin Resources
California
$1.09M +$1.04M +6,385 New
FCH
381
Freestone Capital Holdings
Washington
$1.07M -$144K -886 -12%
FHB
382
First Hawaiian Bank
Hawaii
$1.06M +$259K +1,596 +35%
Wealth Enhancement Advisory Services
383
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$961K +5,927 New
MA
384
MUFG Americas
New York
$1.05M
BBHC
385
Brown Brothers Harriman & Co
New York
$1.02M -$175K -1,079 -15%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$979K +$10.5K +65 +1%
EFSCE
387
Enterprise Financial Services Corp (EFSC)
Missouri
$978K +$870K +5,366 +1,474%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$974K -$53.5K -330 -5%
BFM
389
Boothbay Fund Management
New York
$957K +$909K +5,604 New
CAM
390
Cubic Asset Management
Massachusetts
$956K
LOAMS
391
Lombard Odier Asset Management (Switzerland)
Switzerland
$945K
VCA
392
Verdence Capital Advisors
Maryland
$932K +$17.8K +110 +2%
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$928K +$151K +932 +21%
Creative Planning
394
Creative Planning
Kansas
$925K -$9.4K -58 -1%
CANY
395
Caxton Associates (New York)
New York
$920K +$532K +3,280 +155%
MML Investors Services
396
MML Investors Services
Massachusetts
$893K +$96K +592 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
397
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$881K -$4.67M -28,800 -85%
RIM
398
Redpoint Investment Management
Australia
$872K -$82K -506 -9%
CAN
399
Cetera Advisor Networks
California
$848K +$16.5K +102 +2%
SLA
400
Silver Lake Advisory
Utah
$831K +$1.46K +9 +0.2%

AON Hedge Fund Activity: Q1 2019 in Review

698 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2019, worth a combined $35.1B — up 18% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AON positions and 73 closed out — a net gain of 12 holders — while 243 added to existing stakes and 251 trimmed.

The largest buyer was Capital International Investors, adding an estimated $301M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 698 institutional investors held Aon (AON) as of Q1 2019, up from 688 in Q4 2018.
  • Funds reported $35.1B of Aon stock for Q1 2019, up 18% quarter-over-quarter.
  • 85 funds opened new Aon positions in Q1 2019 and 73 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q1 2019 was Capital International Investors, an estimated $301M added.
  • The largest Aon seller in Q1 2019 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2019.