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507 hedge funds and large institutions have $23.5B invested in Aon in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 208 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $13M | Put options by funds: $8.19M

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1.35% more ownership

Funds ownership: 84.77%86.12% (+1.4%)

1% more funds holding

Funds holding: 501507 (+6)

3% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$782M)

21% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 208

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
13.3%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.6%
New
46
Increased
164
Reduced
208
Closed
36
Calls
$13M
Puts
$8.19M
Net Calls
+$4.78M
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$281K
QCG
402
Quadrant Capital Group
Ohio
$281K +$287K +3,078 New
DSC
403
Duncker Streett & Co
Missouri
$280K
SWP
404
Stratos Wealth Partners
Ohio
$278K -$26.6K -286 -9%
SC
405
Saturna Capital
Washington
$269K
CAN
406
Cetera Advisor Networks
California
$269K +$14K +150 +5%
UCFA
407
United Capital Financial Advisors
Texas
$262K -$162K -1,737 -38%
LCM
408
Logan Capital Management
Pennsylvania
$258K
OIA
409
Optimum Investment Advisors
Illinois
$254K
CB
410
Chemical Bank
Michigan
$254K +$20.5K +220 +9%
CAL
411
Capital Analysts LLC
Pennsylvania
$254K -$228K -2,450 -47%
PMFA
412
Plante Moran Financial Advisors
Michigan
$251K -$27.9K -299 -10%
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$250K -$107K -1,153 -30%
NFG
414
Nations Financial Group
Iowa
$249K +$252K +2,700 New
CBU
415
CIBC Bank USA
Illinois
$247K -$13.1K -141 -5%
FBNAT
416
FirstMerit Bank N.A. Trustee
Ohio
$244K -$21.2K -228 -8%
CFG
417
Citizens Financial Group
Rhode Island
$238K +$241K +2,582 New
LOAMS
418
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K
CC
419
Curian Capital
Colorado
$234K -$123K -1,324 -34%
JIC
420
Joel Isaacson & Co
New York
$232K
NDSI
421
Newman Dignan & Sheerar Inc
Rhode Island
$232K
MC
422
MRJ Capital
New York
$231K -$83.8K -900 -26%
SCA
423
Salient Capital Advisors
Texas
$231K -$13.2K -142 -5%
RGC
424
Roberts, Glore & Co
Illinois
$231K
WPW
425
Waldron Private Wealth
Pennsylvania
$230K +$233K +2,502 New

AON Hedge Fund Activity: Q4 2015 in Review

507 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2015, worth a combined $23.5B — up 3.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AON positions and 36 closed out — a net gain of 10 holders — while 164 added to existing stakes and 208 trimmed.

The largest buyer was Artisan Partners, adding an estimated $547M. The largest seller was Tran Capital Management, cutting an estimated $205M.

  • 507 institutional investors held Aon (AON) as of Q4 2015, up from 501 in Q3 2015.
  • Funds reported $23.5B of Aon stock for Q4 2015, up 3.4% quarter-over-quarter.
  • 46 funds opened new Aon positions in Q4 2015 and 36 closed out, a net change of +10 holders.
  • The largest Aon buyer in Q4 2015 was Artisan Partners, an estimated $547M added.
  • The largest Aon seller in Q4 2015 was Tran Capital Management, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2015.