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585 hedge funds and large institutions have $32.3B invested in Aon in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

9% more capital invested

Capital invested by funds: $29.8B → $32.3B (+$2.57B)

7% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $19.5M

1% more funds holding

Funds holding: 580585 (+5)

0.98% less ownership

Funds ownership: 85.44%84.46% (-0.98%)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
14.58%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.92%
New
57
Increased
186
Reduced
227
Closed
45
Calls
$20.8M
Puts
$19.5M
Net Calls
+$1.31M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
401
Citadel Advisors
Florida
$589K +$274K +1,966 +95%
FTI
402
Fiduciary Trust International
Massachusetts
$571K
PAG
403
Private Advisor Group
New Jersey
$563K +$21.9K +157 +4%
ZCA
404
Zeke Capital Advisors
Pennsylvania
$563K +$157K +1,128 +41%
LIC
405
Lodestar Investment Counsel
Illinois
$559K
FCI
406
Financial Counselors Inc
Kansas
$551K +$2.23K +16 +0.4%
BCP
407
Blue Chip Partners
Michigan
$548K
EFS
408
Essex Financial Services
Connecticut
$546K
DILIC
409
Dai-ichi Life Insurance Company
Japan
$527K
GXMC
410
Global X Management Company
New York
$515K -$993K -7,115 -67%
FC
411
Ferris Capital
Massachusetts
$515K
FAB
412
First American Bank
Illinois
$511K
LWAC
413
Laurel Wealth Advisors (California)
California
$510K -$977 -7 -0.2%
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$496K +$473K +3,393 New
VNA
415
VNBTrust National Association
Virginia
$493K
MWM
416
Mission Wealth Management
California
$492K
LOAME
417
Lombard Odier Asset Management (Europe)
United Kingdom
$491K
Squarepoint
418
Squarepoint
New York
$491K +$469K +3,359 New
HB
419
Homrich & Berg
Georgia
$485K +$463K +3,318 New
PMFA
420
Plante Moran Financial Advisors
Michigan
$483K
TCOV
421
Trust Company of Vermont
Vermont
$482K
MHIC
422
Marble Harbor Investment Counsel
Massachusetts
$479K
QI
423
QS Investors
New York
$479K
HBT
424
Hills Bank & Trust
Iowa
$478K
RIM
425
Rampart Investment Management
Connecticut
$473K +$25.4K +182 +6%

AON Hedge Fund Activity: Q3 2017 in Review

585 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2017, worth a combined $32.3B — up 8.6% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AON positions and 45 closed out — a net gain of 12 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $92.4M. The largest seller was Harris Associates, cutting an estimated $131M.

  • 585 institutional investors held Aon (AON) as of Q3 2017, up from 580 in Q2 2017.
  • Funds reported $32.3B of Aon stock for Q3 2017, up 8.6% quarter-over-quarter.
  • 57 funds opened new Aon positions in Q3 2017 and 45 closed out, a net change of +12 holders.
  • The largest Aon buyer in Q3 2017 was Wellington Management Group, an estimated $92.4M added.
  • The largest Aon seller in Q3 2017 was Harris Associates, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.