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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
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
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
UHC
376
Union Heritage Capital
Michigan
$2.93M
BFM
377
Boothbay Fund Management
New York
$2.92M -$6.71M -20,675 -71%
APF
378
Alaska Permanent Fund
Alaska
$2.9M +$2.73M +8,411 New
PFM
379
Patton Fund Management
Texas
$2.88M +$1.79M +5,508 +194%
MJB
380
Mark J. Bradley
$2.86M -$1.3M -4,000 -33%
LWAM
381
Legacy Wealth Asset Management
Minnesota
$2.84M -$6.17K -19 -0.2%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$2.8M +$202K +621 +8%
ACA
383
Anchor Capital Advisors
Massachusetts
$2.79M -$3.25K -10 -0.1%
RWM
384
Ritholtz Wealth Management
New York
$2.75M -$251K -772 -9%
MWM
385
Madison Wealth Management
Ohio
$2.73M -$1.62K -5 -0.1%
Canada Pension Plan Investment Board
386
Canada Pension Plan Investment Board
Ontario, Canada
$2.73M -$10.4M -31,881 -80%
TI
387
Tidal Investments
Wisconsin
$2.7M +$376K +1,157 +17%
KAS
388
Kestra Advisory Services
Texas
$2.61M -$360K -1,109 -13%
GKFF
389
George Kaiser Family Foundation
Oklahoma
$2.6M -$452K -1,393 -16%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M +$7.47K +23 +0.3%
SC
391
Scotia Capital
Ontario, Canada
$2.5M +$2.6K +8 +0.1%
GF
392
Gabelli Funds
New York
$2.47M +$552K +1,700 +31%
SFA
393
Sequoia Financial Advisors
Ohio
$2.47M -$3.57K -11 -0.2%
MCM
394
Mitchell Capital Management
Kansas
$2.43M +$62.4K +192 +3%
LFM
395
LGT Fund Management
Liechtenstein
$2.38M -$520K -1,600 -19%
KeyBank National Association
396
KeyBank National Association
Ohio
$2.36M +$58.5K +180 +3%
CT
397
Caldwell Trust
Florida
$2.36M
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$2.35M -$375K -1,154 -14%
FIM
399
Freedom Investment Management
Connecticut
$2.34M +$714K +2,198 +48%
Wellington Management Group
400
Wellington Management Group
Massachusetts
$2.32M -$552K -1,700 -20%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.