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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
401
Great Lakes Advisors
Illinois
$306K +$274K +2,925 New
SC
402
Saturna Capital
Washington
$304K
GT
403
Glenmede Trust
Pennsylvania
$303K -$27.7K -296 -9%
BTNA
404
Bremer Trust National Association
Minnesota
$303K +$272K +2,905 New
PMFA
405
Plante Moran Financial Advisors
Michigan
$295K +$10.1K +108 +4%
LCM
406
Logan Capital Management
Pennsylvania
$292K
NFG
407
Nations Financial Group
Iowa
$282K
CBU
408
CIBC Bank USA
Illinois
$282K +$2.06K +22 +0.8%
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$280K -$3.56K -38 -1%
FBNAT
410
FirstMerit Bank N.A. Trustee
Ohio
$277K +$94 +1 +0%
Jacobs Levy Equity Management
411
Jacobs Levy Equity Management
New Jersey
$271K -$13.3M -142,094 -98%
CFG
412
Citizens Financial Group
Rhode Island
$269K
LOAMS
413
Lombard Odier Asset Management (Switzerland)
Switzerland
$266K
JIC
414
Joel Isaacson & Co
New York
$263K
NDSI
415
Newman Dignan & Sheerar Inc
Rhode Island
$263K
RGC
416
Roberts, Glore & Co
Illinois
$262K
CF
417
CenterStar Fund
Illinois
$261K
MC
418
MRJ Capital
New York
$261K
TIM
419
Thompson Investment Management
Wisconsin
$251K
OIA
420
Optimum Investment Advisors
Illinois
$240K -$42.2K -450 -16%
AFWA
421
Ancora Family Wealth Advisors
Ohio
$232K +$208K +2,225 New
WPW
422
Waldron Private Wealth
Pennsylvania
$231K -$27.1K -289 -12%
DWA
423
Douglass Winthrop Advisors
New York
$230K
FHA
424
First Horizon Advisors
Tennessee
$230K
RC
425
RegentAtlantic Capital
New Jersey
$224K -$17.6K -188 -8%

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.