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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$388K
TRCT
402
Tower Research Capital (TRC)
New York
$388K +$375K +3,549 New
QI
403
QS Investors
New York
$383K -$9.52M -89,967 -96%
FAB
404
First American Bank
Illinois
$382K
MAM
405
Mizuho Asset Management
Japan
$374K +$154K +1,455 +74%
YMRC
406
Yorktown Management & Research Company
Virginia
$371K
WPW
407
Waldron Private Wealth
Pennsylvania
$367K +$122K +1,149 +52%
JWA
408
JFS Wealth Advisors
Pennsylvania
$361K -$317 -3 -0.1%
MCM
409
MV Capital Management
Maryland
$359K +$14.8K +140 +4%
HBT
410
Hills Bank & Trust
Iowa
$358K -$21.2K -200 -6%
MHIC
411
Marble Harbor Investment Counsel
Massachusetts
$358K
HC
412
Henshaw Capital
Massachusetts
$358K
AP
413
Advisor Partners
California
$351K +$8.14K +77 +2%
BTNA
414
Bremer Trust National Association
Minnesota
$343K +$24.8K +234 +8%
Creative Planning
415
Creative Planning
Kansas
$342K -$20.9K -198 -6%
MWM
416
Mission Wealth Management
California
$342K
IA
417
IFP Advisors
Florida
$341K +$318K +3,010 +2,787%
NSIM
418
North Star Investment Management
Illinois
$335K
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$333K
DSC
420
Duncker Streett & Co
Missouri
$332K
NFG
421
Nations Financial Group
Iowa
$328K +$31.7K +300 +11%
EGM
422
Engineers Gate Manager
New York
$328K +$318K +3,002 New
MCM
423
Moore Capital Management
New York
$328K +$318K +3,007 New
CAN
424
Cetera Advisor Networks
California
$327K -$2.12K -20 -0.7%
CPC
425
Cookson Peirce & Co
Pennsylvania
$325K +$315K +2,975 New

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.