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580 hedge funds and large institutions have $29.8B invested in Aon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 184 increasing their positions, 228 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

9% more capital invested

Capital invested by funds: $27.3B → $29.8B (+$2.47B)

6% more funds holding

Funds holding: 546580 (+34)

2.18% less ownership

Funds ownership: 87.61%85.44% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 228

38% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $21.6M

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
14.46%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
69
Increased
184
Reduced
228
Closed
32
Calls
$13.5M
Puts
$21.6M
Net Calls
-$8.14M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
401
Laird Norton Wetherby Wealth Management
California
$544K +$379 +3 +0.1%
TSS
402
Two Sigma Securities
New York
$540K +$513K +4,059 New
AG
403
Advisor Group
Arizona
$529K +$63.8K +505 +15%
FTI
404
Fiduciary Trust International
Massachusetts
$520K +$1.26K +10 +0.3%
OMC
405
Overbrook Management Corp
New York
$512K -$79.7K -630 -14%
LIC
406
Lodestar Investment Counsel
Illinois
$509K
FCI
407
Financial Counselors Inc
Kansas
$499K +$14K +111 +3%
BCP
408
Blue Chip Partners
Michigan
$498K
EFS
409
Essex Financial Services
Connecticut
$497K +$472K +3,737 New
PAG
410
Private Advisor Group
New Jersey
$496K -$9.73K -77 -2%
DILIC
411
Dai-ichi Life Insurance Company
Japan
$479K -$107K -845 -19%
IR
412
Invictus RG
Bermuda
$477K +$453K +3,586 New
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$473K -$24.1K -191 -5%
FC
414
Ferris Capital
Massachusetts
$469K +$446K +3,526 New
RCAMU
415
Rothschild & Co Asset Management US
Connecticut
$466K +$444K +3,508 New
LWAC
416
Laurel Wealth Advisors (California)
California
$465K -$2.4K -19 -0.5%
FAB
417
First American Bank
Illinois
$465K
CT
418
Coastline Trust
Rhode Island
$454K -$7.59K -60 -2%
FMT
419
First Mercantile Trust
Tennessee
$453K -$35.8K -283 -8%
IA
420
IFP Advisors
Florida
$451K +$11.9K +94 +3%
VNA
421
VNBTrust National Association
Virginia
$449K -$63.2K -500 -13%
MWM
422
Mission Wealth Management
California
$448K -$4.93K -39 -1%
LOAME
423
Lombard Odier Asset Management (Europe)
United Kingdom
$447K
TCOV
424
Trust Company of Vermont
Vermont
$439K -$44.3K -350 -10%
PMFA
425
Plante Moran Financial Advisors
Michigan
$439K +$506 +4 +0.1%

AON Hedge Fund Activity: Q2 2017 in Review

580 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2017, worth a combined $29.8B — up 9% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AON positions and 32 closed out — a net gain of 37 holders — while 184 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $369M. The largest seller was Harris Associates, cutting an estimated $240M.

  • 580 institutional investors held Aon (AON) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $29.8B of Aon stock for Q2 2017, up 9% quarter-over-quarter.
  • 69 funds opened new Aon positions in Q2 2017 and 32 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q2 2017 was Janus Henderson Group, an estimated $369M added.
  • The largest Aon seller in Q2 2017 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.