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632 hedge funds and large institutions have $28.2B invested in Aon in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 188 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $135M | Put options by funds: $26.3M

9% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 56

0% less funds holding

Funds holding: 633632 (-1)

5% less capital invested

Capital invested by funds: $29.5B → $28.2B (-$1.34B)

1.38% less ownership

Funds ownership: 85.49%84.11% (-1.4%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

25% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 250

Holders
632
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.47%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
61
Increased
188
Reduced
250
Closed
56
Calls
$135M
Puts
$26.3M
Net Calls
+$109M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
401
Vident Investment Advisory
Georgia
$566K +$5.49K +39 +1%
RC
402
RBF Capital
California
$562K
PWA
403
Providence Wealth Advisors
Illinois
$556K +$571K +4,050 New
SPIA
404
Steward Partners Investment Advisory
New York
$554K +$151K +1,074 +36%
CWM
405
Confluence Wealth Management
Oregon
$550K -$4.09K -29 -0.7%
GXMC
406
Global X Management Company
New York
$526K +$54K +383 +11%
WS
407
Wedbush Securities
California
$526K +$540K +3,832 New
LIC
408
Lodestar Investment Counsel
Illinois
$525K
MML Investors Services
409
MML Investors Services
Massachusetts
$520K -$4.93K -35 -0.9%
BCP
410
Blue Chip Partners
Michigan
$514K
Victory Capital Management
411
Victory Capital Management
Texas
$511K -$11K -78 -2%
Capstone Investment Advisors
412
Capstone Investment Advisors
New York
$511K +$524K +3,723 New
RE
413
RBC Europe
United Kingdom
$506K -$56.6K -402 -10%
BTNA
414
Bremer Trust National Association
Minnesota
$506K -$1.29M -9,123 -71%
MWNA
415
Marshall Wace North America
New York
$502K -$18.3M -129,563 -97%
BUB
416
BBVA USA Bancshares
Texas
$491K +$26.9K +191 +6%
6M
417
6 Meridian
Kansas
$484K -$8.59K -61 -2%
LWAC
418
Laurel Wealth Advisors (California)
California
$478K -$845 -6 -0.2%
CANY
419
Caxton Associates (New York)
New York
$476K +$39.3K +279 +9%
HBT
420
Hills Bank & Trust
Iowa
$474K
MWM
421
Mission Wealth Management
California
$474K +$45.5K +323 +10%
FAT
422
First American Trust
California
$463K
VNA
423
VNBTrust National Association
Virginia
$463K
DWA
424
Douglass Winthrop Advisors
New York
$459K
PI
425
Putnam Investments
Massachusetts
$457K -$64.1K -455 -12%

AON Hedge Fund Activity: Q2 2018 in Review

632 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2018, worth a combined $28.2B — down 4.6% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AON positions and 56 closed out — a net gain of 5 holders — while 188 added to existing stakes and 250 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $202M. The largest seller was Principal Financial Group, cutting an estimated $335M.

  • 632 institutional investors held Aon (AON) as of Q2 2018, down from 633 in Q1 2018.
  • Funds reported $28.2B of Aon stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 61 funds opened new Aon positions in Q2 2018 and 56 closed out, a net change of +5 holders.
  • The largest Aon buyer in Q2 2018 was Massachusetts Financial Services, an estimated $202M added.
  • The largest Aon seller in Q2 2018 was Principal Financial Group, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2018.