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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
376
Winton Group
United Kingdom
$2.69M +$673K +2,246 +34%
AP
377
Advisor Partners
California
$2.69M +$56.4K +188 +2%
FFG
378
Fortem Financial Group
California
$2.67M +$56.4K +188 +2%
CFGS
379
Concourse Financial Group Securities
Alabama
$2.66M +$218K +727 +9%
MCM
380
MV Capital Management
Maryland
$2.63M +$70.8K +236 +3%
UHC
381
Union Heritage Capital
Michigan
$2.56M
ACA
382
Anchor Capital Advisors
Massachusetts
$2.55M -$88.4K -295 -3%
SC
383
Savant Capital
Illinois
$2.54M +$24K +80 +1%
PHS
384
Pekin Hardy Strauss
Illinois
$2.53M -$195K -652 -7%
American Century Companies
385
American Century Companies
Missouri
$2.52M +$60K +200 +2%
FA
386
FDx Advisors
Illinois
$2.52M +$36.6K +122 +1%
MYAM
387
Meiji Yasuda Asset Management
Japan
$2.5M -$1.27M -4,250 -34%
Twin Tree Management
388
Twin Tree Management
Texas
$2.48M -$39.1M -130,504 -94%
VCA
389
Verdence Capital Advisors
Maryland
$2.46M -$154K -515 -6%
AI
390
Atria Investments
North Carolina
$2.42M +$706K +2,356 +41%
EI
391
Ethic Inc
New York
$2.39M +$200K +668 +9%
Impax Asset Management Group
392
Impax Asset Management Group
United Kingdom
$2.36M +$103K +342 +5%
BAM
393
Blueshift Asset Management
New Jersey
$2.31M +$2.31M +7,700 New
AG
394
Ascent Group
Virginia
$2.27M +$2.56M +8,529 New
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$2.26M +7,547 New
TI
396
Tidal Investments
Wisconsin
$2.26M +$1.11M +3,689 +96%
SWM
397
Salvus Wealth Management
New Jersey
$2.25M +$77.3K +258 +4%
MWM
398
Madison Wealth Management
Ohio
$2.21M -$1.5K -5 -0.1%
NB
399
Norinchukin Bank
Japan
$2.2M -$86.6K -289 -4%
KeyBank National Association
400
KeyBank National Association
Ohio
$2.18M +$93.2K +311 +4%

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.