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580 hedge funds and large institutions have $25.4B invested in Aon in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 178 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 38

114% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $11.8M

11% more funds holding

Funds holding: 523580 (+57)

2.38% more ownership

Funds ownership: 84.25%86.63% (+2.4%)

2% more capital invested

Capital invested by funds: $24.9B → $25.4B (+$517M)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 205

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

Holders
580
Holders Change
+57
Holders Change %
+10.9%
% of All Funds
14.5%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.63%
New
106
Increased
178
Reduced
205
Closed
38
Calls
$25.4M
Puts
$11.8M
Net Calls
+$13.5M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
401
Quantitative Investment Management
Virginia
$591K -$2.27M -20,400 -79%
FNT
402
First National Trust
Pennsylvania
$577K +$18.3K +164 +3%
FCH
403
Freestone Capital Holdings
Washington
$575K -$2.34K -21 -0.4%
DILIC
404
Dai-ichi Life Insurance Company
Japan
$568K +$568K +5,093 New
DADC
405
D.A. Davidson & Co
Montana
$561K +$557 +5 +0.1%
GSBTD
406
Glenview State Bank Trust Department
Illinois
$531K -$843K -7,560 -61%
WSA
407
Wall Street Associates
California
$524K -$1K -9 -0.2%
Creative Planning
408
Creative Planning
Kansas
$521K +$86.7K +778 +20%
CCP
409
Corient Capital Partners
California
$514K -$38K -341 -7%
IP
410
Intellectus Partners
California
$502K +$502K +4,500 New
ICM
411
IronBridge Capital Management
Illinois
$489K
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$488K -$14.6K -131 -3%
SSA
413
Schonfeld Strategic Advisors
New York
$470K +$470K +4,213 New
CAMG
414
CWA Asset Management Group
Florida
$468K -$2.79K -25 -0.6%
ECM
415
ETrade Capital Management
Virginia
$460K +$56.7K +509 +14%
LOAME
416
Lombard Odier Asset Management (Europe)
United Kingdom
$459K
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$458K -$22.3K -200 -5%
RC
418
RBF Capital
California
$457K
Cambridge Investment Research Advisors
419
Cambridge Investment Research Advisors
Iowa
$453K +$17.6K +158 +4%
FTI
420
Fiduciary Trust International
Massachusetts
$435K
VNA
421
VNBTrust National Association
Virginia
$435K
CCM
422
Copeland Capital Management
Pennsylvania
$434K +$434K +3,895 New
CBU
423
CIBC Bank USA
Illinois
$432K +$149K +1,337 +53%
MFS
424
MSI Financial Services
Massachusetts
$429K +$121K +1,088 +39%
PAG
425
Private Advisor Group
New Jersey
$429K +$424K +3,804 New

AON Hedge Fund Activity: Q4 2016 in Review

580 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2016, worth a combined $25.4B — up 2.1% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AON positions and 38 closed out — a net gain of 68 holders — while 178 added to existing stakes and 205 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $303M. The largest seller was Boston Partners, cutting an estimated $238M.

  • 580 institutional investors held Aon (AON) as of Q4 2016, up from 523 in Q3 2016.
  • Funds reported $25.4B of Aon stock for Q4 2016, up 2.1% quarter-over-quarter.
  • 106 funds opened new Aon positions in Q4 2016 and 38 closed out, a net change of +68 holders.
  • The largest Aon buyer in Q4 2016 was Capital International Investors, an estimated $303M added.
  • The largest Aon seller in Q4 2016 was Boston Partners, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2016.