We are live on ! Find out more

501 hedge funds and large institutions have $22.7B invested in Aon in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 175 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $11.7M

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0% more funds holding

Funds holding: 501501 (0)

6% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 187

1.46% less ownership

Funds ownership: 86.23%84.77% (-1.5%)

6% less capital invested

Capital invested by funds: $24.1B → $22.7B (-$1.42B)

Holders
501
Holders Change
Holders Change %
0%
% of All Funds
13.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.59%
New
44
Increased
175
Reduced
187
Closed
41
Calls
$15.7M
Puts
$11.7M
Net Calls
+$4.01M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$285K +$109K +1,128 +54%
Creative Planning
402
Creative Planning
Kansas
$281K +$306K +3,166 New
SCM
403
Shelton Capital Management
Colorado
$280K +$58.1K +600 +23%
PWLP
404
Prio Wealth Limited Partnership
Massachusetts
$270K
DSC
405
Duncker Streett & Co
Missouri
$269K
PMFA
406
Plante Moran Financial Advisors
Michigan
$268K -$102K -1,049 -26%
SIG
407
Schooner Investment Group
Pennsylvania
$266K -$96.8K -1,000 -25%
MAM
408
Mizuho Asset Management
Japan
$264K +$36.9K +381 +15%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$262K +$41.8K +432 +17%
BAS
410
Brown Advisory Securities
Maryland
$260K +$581 +6 +0.2%
SC
411
Saturna Capital
Washington
$258K
FBNAT
412
FirstMerit Bank N.A. Trustee
Ohio
$255K
Squarepoint
413
Squarepoint
New York
$254K +$278K +2,868 New
WIA
414
Westbourne Investment Advisors
Maryland
$252K
CBU
415
CIBC Bank USA
Illinois
$251K +$871 +9 +0.3%
LCM
416
Logan Capital Management
Pennsylvania
$248K
OIA
417
Optimum Investment Advisors
Illinois
$244K +$266K +2,750 New
CAN
418
Cetera Advisor Networks
California
$244K +$267K +2,754 New
W
419
Wealthfront
California
$241K -$27.3K -282 -9%
GT
420
Glenmede Trust
Pennsylvania
$239K -$10.2M -105,687 -98%
SCA
421
Salient Capital Advisors
Texas
$234K
LOAMS
422
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K -$914K -9,438 -79%
DWT
423
Dorsey & Whitney Trust
South Dakota
$225K -$19.4K -200 -7%
CB
424
Chemical Bank
Michigan
$225K
AP
425
Advisor Partners
California
$224K -$197K -2,032 -45%

AON Hedge Fund Activity: Q3 2015 in Review

501 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2015, worth a combined $22.7B — down 5.9% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AON positions and 41 closed out — a net gain of 3 holders — while 175 added to existing stakes and 187 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $213M. The largest seller was Janus Henderson Investors US, cutting an estimated $370M.

  • 501 institutional investors held Aon (AON) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $22.7B of Aon stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q3 2015 and 41 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q3 2015 was Lazard Asset Management, an estimated $213M added.
  • The largest Aon seller in Q3 2015 was Janus Henderson Investors US, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2015.