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Aon
AON

1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55% → 85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,029 → 1,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 37 → 33 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.04B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$708M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$260M
4
SGA
Sustainable Growth Advisers
Connecticut
+$164M
5
Boston Partners
Boston Partners
Massachusetts
+$152M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$251M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
3
Lazard Asset Management
Lazard Asset Management
New York
-$184M
4
State Street
State Street
Massachusetts
-$138M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
376
South Dakota Investment Council
South Dakota
$2.88M – – –
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$2.87M +$35.6K +115 +1%
TC
378
TownSquare Capital
Utah
$2.87M -$702K -2,268 -20%
MCM
379
MV Capital Management
Maryland
$2.84M +$30K +97 +1%
PP
380
Prudential plc
United Kingdom
$2.82M +$163K +525 +6%
GKFF
381
George Kaiser Family Foundation
Oklahoma
$2.82M – – –
RWM
382
Ritholtz Wealth Management
New York
$2.75M +$1.11M +3,600 +70%
KAS
383
Kestra Advisory Services
Texas
$2.73M -$2.16M -6,987 -45%
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
$2.73M -$50.1K -162 -2%
Holocene Advisors
385
Holocene Advisors
New York
$2.7M +$1.73M +5,604 +189%
LFM
386
LGT Fund Management
Liechtenstein
$2.68M +$1.24M +4,000 +89%
UHC
387
Union Heritage Capital
Michigan
$2.68M – – –
PRC
388
Pearl River Capital
Michigan
$2.66M +$564K +1,822 +27%
Wellington Management Group
389
Wellington Management Group
Massachusetts
$2.66M -$240M -774,420 -99%
VI
390
Vestcor Inc
New Brunswick, Canada
$2.62M -$5.88K -19 -0.2%
AG
391
Ascent Group
Virginia
$2.61M -$32.2K -104 -1%
LWAM
392
Legacy Wealth Asset Management
Minnesota
$2.6M +$11.5K +37 +0.5%
ECM
393
ExodusPoint Capital Management
New York
$2.59M +$1.25M +4,048 +97%
ACA
394
Anchor Capital Advisors
Massachusetts
$2.55M -$32.5K -105 -1%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$50.1K -162 -2%
MWM
396
Madison Wealth Management
Ohio
$2.49M -$3.1K -10 -0.1%
GLA
397
Great Lakes Advisors
Illinois
$2.48M +$2.18M +7,053 +870%
WG
398
Winton Group
United Kingdom
$2.47M +$1.56M +5,040 +180%
YIH
399
Y-Intercept (HK)
Hong Kong
$2.43M +$1.8M +5,816 +310%
Cetera Investment Advisers
400
Cetera Investment Advisers
Illinois
$2.36M +$230K +743 +11%
14 15
16
17 18

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.