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912 hedge funds and large institutions have $51.2B invested in Aon in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 320 increasing their positions, 323 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $280M | Put options by funds: $116M

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

36% more funds holding in top 10

Funds holding in top 10: 2838 (+10)

9% more capital invested

Capital invested by funds: $47B → $51.2B (+$4.23B)

6% more funds holding

Funds holding: 857912 (+55)

1.16% more ownership

Funds ownership: 97.47%98.63% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 323

Holders
912
Holders Change
+55
Holders Change %
+6.42%
% of All Funds
16.01%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
116
Increased
320
Reduced
323
Closed
54
Calls
$280M
Puts
$116M
Net Calls
+$165M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
376
MML Investors Services
Massachusetts
$2.62M +$155K +702 +7%
CTA
377
Chesley Taft & Associates
Illinois
$2.55M +$13.2K +60 +0.6%
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$2.52M +$1.17M +5,334 +95%
DTL
379
Dynamic Technology Lab
Singapore
$2.51M +$2.4M +10,914 New
Holocene Advisors
380
Holocene Advisors
New York
$2.5M -$1.68M -7,626 -41%
MJB
381
Mark J. Bradley
$2.47M +$440K +2,000 +23%
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$2.47M +$957K +4,349 +68%
MFM
383
MD Financial Management
Ontario, Canada
$2.47M +$2.36M +10,723 New
AMCA
384
Arthur M. Cohen & Associates
Illinois
$2.45M +$1.17M +5,307 +91%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$2.43M
SCM
386
Seascape Capital Management
New Hampshire
$2.42M +$544K +2,471 +31%
W
387
WealthStone
Ohio
$2.4M +$18.7K +85 +0.8%
RIL
388
Rothschild Investment LLC
Illinois
$2.4M
Walleye Trading
389
Walleye Trading
New York
$2.38M -$1.03M -4,669 -31%
EGM
390
Engineers Gate Manager
New York
$2.38M -$610K -2,769 -21%
KJHP
391
K.J. Harrison & Partners
Ontario, Canada
$2.3M -$1.1M -5,000 -33%
FC
392
FORA Capital
Florida
$2.27M +$2.17M +9,867 New
KAS
393
Kestra Advisory Services
Texas
$2.26M +$1.24M +5,651 +135%
GCC
394
Game Creek Capital
Massachusetts
$2.23M +$265K +1,202 +14%
FA
395
FDx Advisors
Illinois
$2.23M +$520K +2,361 +32%
MFG
396
MidWestOne Financial Group
Iowa
$2.21M
AWM
397
Avitas Wealth Management
California
$2.2M +$23.8K +108 +1%
O
398
Ossiam
France
$2.2M -$2.66M -12,077 -56%
LCH
399
Lee Capital Holdings
New York
$2.19M
PAS
400
Park Avenue Securities
New York
$2.18M +$271K +1,231 +15%

AON Hedge Fund Activity: Q1 2021 in Review

912 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2021, worth a combined $51.2B — up 9% from $47B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AON positions and 54 closed out — a net gain of 62 holders — while 320 added to existing stakes and 323 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $902M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 912 institutional investors held Aon (AON) as of Q1 2021, up from 857 in Q4 2020.
  • Funds reported $51.2B of Aon stock for Q1 2021, up 9% quarter-over-quarter.
  • 116 funds opened new Aon positions in Q1 2021 and 54 closed out, a net change of +62 holders.
  • The largest Aon buyer in Q1 2021 was Berkshire Hathaway, an estimated $902M added.
  • The largest Aon seller in Q1 2021 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2021.