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633 hedge funds and large institutions have $29.5B invested in Aon in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $29.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

3% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$747M)

0% less funds holding

Funds holding: 636633 (-3)

0.7% less ownership

Funds ownership: 86.19%85.49% (-0.7%)

33% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 263

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
14.51%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
75
Increased
175
Reduced
263
Closed
70
Calls
$55.8M
Puts
$29.1M
Net Calls
+$26.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$542K +$72.4K +517 +15%
CAMG
402
CWA Asset Management Group
Florida
$539K -$23.3K -166 -4%
MML Investors Services
403
MML Investors Services
Massachusetts
$537K -$145K -1,033 -21%
LIC
404
Lodestar Investment Counsel
Illinois
$537K
Victory Capital Management
405
Victory Capital Management
Texas
$533K -$506K -3,613 -49%
PI
406
Putnam Investments
Massachusetts
$531K
Fiera Capital (Canada)
407
Fiera Capital (Canada)
Quebec, Canada
$527K +$526K +3,757 New
BCP
408
Blue Chip Partners
Michigan
$526K
DIM
409
DC Investments Management
Virginia
$526K
Susquehanna International Group
410
Susquehanna International Group
Pennsylvania
$521K +$520K +3,715 New
FIM
411
Freedom Investment Management
Connecticut
$514K +$83.6K +597 +19%
IP
412
Intellectus Partners
California
$508K -$83.6K -597 -14%
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$508K +$72.6K +518 +17%
6M
414
6 Meridian
Kansas
$504K +$503K +3,590 New
FAB
415
First American Bank
Illinois
$491K
GT
416
Glenmede Trust
Pennsylvania
$490K
LWAC
417
Laurel Wealth Advisors (California)
California
$490K +$700 +5 +0.1%
MCM
418
Mitchell Capital Management
Kansas
$485K +$206K +1,471 +74%
GXMC
419
Global X Management Company
New York
$484K -$14K -100 -3%
HBT
420
Hills Bank & Trust
Iowa
$484K +$24.7K +176 +5%
AG
421
Advisor Group
Arizona
$477K -$161K -1,146 -25%
BUB
422
BBVA USA Bancshares
Texas
$476K +$80.5K +575 +20%
VNA
423
VNBTrust National Association
Virginia
$474K
FAT
424
First American Trust
California
$473K
DWA
425
Douglass Winthrop Advisors
New York
$469K -$42K -300 -8%

AON Hedge Fund Activity: Q1 2018 in Review

633 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2018, worth a combined $29.5B — up 2.6% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AON positions and 70 closed out — a net gain of 5 holders — while 175 added to existing stakes and 263 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $334M. The largest seller was APG Asset Management, cutting an estimated $185M.

  • 633 institutional investors held Aon (AON) as of Q1 2018, down from 636 in Q4 2017.
  • Funds reported $29.5B of Aon stock for Q1 2018, up 2.6% quarter-over-quarter.
  • 75 funds opened new Aon positions in Q1 2018 and 70 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q1 2018 was Massachusetts Financial Services, an estimated $334M added.
  • The largest Aon seller in Q1 2018 was APG Asset Management, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2018.