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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
376
United Capital Financial Advisors
Texas
$1.84M -$261K -1,309 -13%
Cerity Partners
377
Cerity Partners
New York
$1.84M +$904K +4,527 +103%
SC
378
Savant Capital
Illinois
$1.8M -$190K -951 -10%
CG
379
Cutler Group
California
$1.79M +$1.74M +8,689 New
RJFSA
380
Raymond James Financial Services Advisors
Florida
$1.78M -$1.11M -5,559 -39%
PHK
381
Point72 Hong Kong
Hong Kong
$1.77M -$1.55M -7,763 -48%
BFIM
382
Beese Fulmer Investment Management
Ohio
$1.75M +$1.12M +5,584 +193%
IRF
383
IBM Retirement Fund
New York
$1.69M +$418K +2,094 +34%
Wealthfront Advisers
384
Wealthfront Advisers
California
$1.64M -$36.7K -184 -2%
Macquarie Group
385
Macquarie Group
Australia
$1.64M -$268K -1,342 -14%
SCM
386
Seascape Capital Management
New Hampshire
$1.56M +$73.7K +369 +5%
CI
387
Cigna Investments
Connecticut
$1.54M -$3.6K -18 -0.2%
PC
388
PA Capital
Virginia
$1.54M +$1.49M +7,484 New
CPA
389
Capital Planning Advisors
California
$1.54M +$49.1K +246 +3%
FA
390
FDx Advisors
Illinois
$1.53M +$314K +1,570 +27%
V
391
Veritable
Delaware
$1.5M +$130K +651 +10%
WAM
392
World Asset Management
Michigan
$1.47M -$26.8K -134 -2%
KeyBank National Association
393
KeyBank National Association
Ohio
$1.45M -$599 -3 -0%
DHFB
394
Dixon Hubard Feinour & Brown
Virginia
$1.45M
SLI
395
Sumitomo Life Insurance
Japan
$1.44M -$58.3K -292 -4%
MWM
396
Madison Wealth Management
Ohio
$1.43M +$41.9K +210 +3%
NB
397
Norinchukin Bank
Japan
$1.41M +$54.3K +272 +4%
NVIM
398
New Vernon Investment Management
Illinois
$1.41M +$1.37M +6,848 New
CT
399
Caldwell Trust
Florida
$1.41M +$1.34M +6,726 +6,726%
CNC
400
Canandaigua National Corp
New York
$1.41M +$3.6K +18 +0.3%

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.