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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
APF
376
Alaska Permanent Fund
Alaska
$2.9M +$2.9M +8,411 New
PFM
377
Patton Fund Management
Texas
$2.88M +$1.9M +5,508 +194%
MJB
378
Mark J. Bradley
$2.86M -$1.38M -4,000 -33%
LWAM
379
Legacy Wealth Asset Management
Minnesota
$2.84M -$6.56K -19 -0.2%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$2.8M +$214K +621 +8%
ACA
381
Anchor Capital Advisors
Massachusetts
$2.79M -$3.45K -10 -0.1%
RWM
382
Ritholtz Wealth Management
New York
$2.75M -$266K -772 -9%
MWM
383
Madison Wealth Management
Ohio
$2.73M -$1.73K -5 -0.1%
Canada Pension Plan Investment Board
384
Canada Pension Plan Investment Board
Ontario, Canada
$2.73M -$11M -31,881 -80%
TI
385
Tidal Investments
Wisconsin
$2.7M +$399K +1,157 +17%
KAS
386
Kestra Advisory Services
Texas
$2.61M -$383K -1,109 -13%
GKFF
387
George Kaiser Family Foundation
Oklahoma
$2.6M -$481K -1,393 -16%
KRSITF
388
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M +$7.94K +23 +0.3%
SC
389
Scotia Capital
Ontario, Canada
$2.5M +$2.76K +8 +0.1%
GF
390
Gabelli Funds
New York
$2.47M +$587K +1,700 +31%
SFA
391
Sequoia Financial Advisors
Ohio
$2.47M -$3.8K -11 -0.2%
MCM
392
Mitchell Capital Management
Kansas
$2.43M +$66.3K +192 +3%
LFM
393
LGT Fund Management
Liechtenstein
$2.38M -$552K -1,600 -19%
KeyBank National Association
394
KeyBank National Association
Ohio
$2.36M +$62.1K +180 +3%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$2.35M -$398K -1,154 -14%
FIM
396
Freedom Investment Management
Connecticut
$2.34M +$759K +2,198 +48%
Wellington Management Group
397
Wellington Management Group
Massachusetts
$2.32M -$587K -1,700 -20%
PCS
398
Personal CFO Solutions
New Jersey
$2.24M +$32.4K +94 +1%
TCM
399
Triumph Capital Management
Colorado
$2.23M – – –
Millennium Management
400
Millennium Management
New York
$2.22M -$34.9M -101,100 -94%
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