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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
376
Arthur M. Cohen & Associates
Illinois
$892K
WKWM
377
Walter & Keenan Wealth Management
Indiana
$892K +$1.19M +5,807 New
MML Investors Services
378
MML Investors Services
Massachusetts
$889K +$95K +464 +9%
PAM
379
Paradigm Asset Management
New York
$888K -$880K -4,300 -44%
MME
380
Meag Munich Ergo
Germany
$878K
AWM
381
AE Wealth Management
Kansas
$868K +$716K +3,496 +198%
PFBT
382
Parkside Financial Bank & Trust
Missouri
$844K -$111K -543 -10%
ACA
383
Atlas Capital Advisors
Wyoming
$834K +$516K +2,518 +99%
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$834K +$1.64K +8 +0.2%
CK
385
Cohen Klingenstein
New York
$825K
CAM
386
Cubic Asset Management
Massachusetts
$820K
WANY
387
Wealthspire Advisors (New York)
New York
$809K +$258K +1,258 +35%
LNWWM
388
Laird Norton Wetherby Wealth Management
California
$806K +$110K +536 +12%
NB
389
Nicolet Bankshares
Wisconsin
$806K +$1M +4,885 New
WJWM
390
Williams Jones Wealth Management
New York
$804K -$3.28K -16 -0.3%
LIA
391
LS Investment Advisors
Michigan
$799K -$207K -1,012 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
392
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$769K -$1.04M -5,100 -52%
Brown Advisory
393
Brown Advisory
Maryland
$765K -$135K -660 -12%
SLA
394
Silver Lake Advisory
Utah
$761K -$59.6K -291 -6%
PL
395
Polianta Ltd
Jersey
$726K +$901K +4,400 New
PG
396
Pendal Group
Australia
$722K +$57.1K +279 +7%
SI
397
Scharf Investments
California
$714K -$138M -671,773 -99%
Cerity Partners
398
Cerity Partners
New York
$714K +$561K +2,739 +173%
MCM
399
MV Capital Management
Maryland
$702K +$88.2K +431 +11%
Creative Planning
400
Creative Planning
Kansas
$677K -$91.9K -449 -10%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.