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501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498501 (+3)

0.4% less ownership

Funds ownership: 86.63%86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Caprock Group
Idaho
$277K
DWT
402
Dorsey & Whitney Trust
South Dakota
$273K -$10.4K -104 -4%
ARC
403
Absolute Return Capital
Massachusetts
$269K -$1.85M -18,443 -87%
LTFS
404
Ladenburg Thalmann Financial Services
Florida
$267K +$9.01K +90 +3%
Verition Fund Management
405
Verition Fund Management
Connecticut
$265K +$31.4K +314 +13%
SCA
406
Salient Capital Advisors
Texas
$263K +$264K +2,642 New
JIC
407
Joel Isaacson & Co
New York
$262K +$11.6K +116 +5%
MAM
408
Mizuho Asset Management
Japan
$259K +$62.9K +628 +32%
SCM
409
Shelton Capital Management
Colorado
$255K -$40K -400 -14%
DCM
410
Dynamic Capital Management
Jersey
$254K -$270K -2,696 -51%
CB
411
Chemical Bank
Michigan
$254K
AP
412
AHL Partners
United Kingdom
$251K -$200 -2 -0.1%
NDSI
413
Newman Dignan & Sheerar Inc
Rhode Island
$251K
SM
414
Stratton Management
Pennsylvania
$251K
PTC
415
Private Trust Company
Ohio
$251K +$3K +30 +1%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$251K +$212K +2,114 +521%
RGC
417
Roberts, Glore & Co
Illinois
$250K +$251K +2,507 New
CAL
418
Capital Analysts LLC
Pennsylvania
$249K
CCM
419
Carderock Capital Management
Maryland
$247K +$248K +2,475 New
HCC
420
Hirtle Callaghan & Co
Pennsylvania
$241K +$242K +2,418 New
FHA
421
First Horizon Advisors
Tennessee
$239K
TIM
422
Thompson Investment Management
Wisconsin
$239K
FCI
423
Financial Counselors Inc
Kansas
$235K +$236K +2,361 New
Luther King Capital Management (LKCM)
424
Luther King Capital Management (LKCM)
Texas
$229K -$9.01K -90 -4%
WT
425
Whittier Trust
California
$226K

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.