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546 hedge funds and large institutions have $27.3B invested in Aon in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 236 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more capital invested

Capital invested by funds: $25.4B → $27.3B (+$1.89B)

0.99% more ownership

Funds ownership: 86.63%87.61% (+0.99%)

6% less funds holding

Funds holding: 580546 (-34)

28% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 236

34% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $31.4M

Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
13.59%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.67%
New
44
Increased
171
Reduced
236
Closed
67
Calls
$16.5M
Puts
$31.4M
Net Calls
-$14.9M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
401
Financial Counselors Inc
Kansas
$432K +$6.58K +57 +2%
AP
402
Advisor Partners
California
$428K +$11.4K +99 +3%
LWAC
403
Laurel Wealth Advisors (California)
California
$417K -$1.27K -11 -0.3%
FAB
404
First American Bank
Illinois
$415K
AG
405
Advisor Group
Arizona
$413K +$55.3K +479 +16%
CT
406
Coastline Trust
Rhode Island
$412K
IAM
407
Iridian Asset Management
Connecticut
$404K
MWM
408
Mission Wealth Management
California
$404K +$4.5K +39 +1%
LOAME
409
Lombard Odier Asset Management (Europe)
United Kingdom
$399K -$86.7K -751 -18%
SOADOR
410
State of Alaska Department of Revenue
Alaska
$395K +$385K +3,333 New
PMFA
411
Plante Moran Financial Advisors
Michigan
$392K +$44.1K +382 +13%
Nomura Holdings
412
Nomura Holdings
Japan
$391K -$4.38M -37,976 -92%
IA
413
IFP Advisors
Florida
$391K +$35.8K +310 +10%
MHIC
414
Marble Harbor Investment Counsel
Massachusetts
$389K
HC
415
Henshaw Capital
Massachusetts
$389K
HBT
416
Hills Bank & Trust
Iowa
$388K
QI
417
QS Investors
New York
$388K
NSIM
418
North Star Investment Management
Illinois
$364K
DSC
419
Duncker Streett & Co
Missouri
$360K
DWA
420
Douglass Winthrop Advisors
New York
$359K +$47.8K +414 +16%
SWP
421
Stratos Wealth Partners
Ohio
$358K +$2.54K +22 +0.7%
NFG
422
Nations Financial Group
Iowa
$356K
GLA
423
Great Lakes Advisors
Illinois
$352K +$9.58K +83 +3%
SI
424
SII Investments
Wisconsin
$350K +$20.4K +177 +6%
MI
425
Markston International
New York
$349K

AON Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2017, worth a combined $27.3B — up 7.4% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AON and 44 opened new positions — a net loss of 23 holders — while 236 trimmed existing stakes and 171 added.

The largest buyer was BlackRock, adding an estimated $1.71B. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 546 institutional investors held Aon (AON) as of Q1 2017, down from 580 in Q4 2016.
  • Funds reported $27.3B of Aon stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 44 funds opened new Aon positions in Q1 2017 and 67 closed out, a net change of -23 holders.
  • The largest Aon buyer in Q1 2017 was BlackRock, an estimated $1.71B added.
  • The largest Aon seller in Q1 2017 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2017.