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625 hedge funds and large institutions have $31.9B invested in Aon in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $33.7M

13% more capital invested

Capital invested by funds: $28.2B → $31.9B (+$3.69B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.27% more ownership

Funds ownership: 84.11%85.38% (+1.3%)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 632625 (-7)

33% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 250

Holders
625
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
14.29%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.55%
New
70
Increased
168
Reduced
250
Closed
71
Calls
$64.1M
Puts
$33.7M
Net Calls
+$30.5M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
401
Victory Capital Management
Texas
$554K -$17.7K -121 -3%
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
$548K +$522K +3,566 New
FAB
403
First American Bank
Illinois
$538K +$512K +3,500 New
Balyasny Asset Management
404
Balyasny Asset Management
Illinois
$536K -$2.68M -18,342 -84%
Federated Hermes
405
Federated Hermes
Pennsylvania
$536K -$207K -1,413 -29%
LWAC
406
Laurel Wealth Advisors (California)
California
$533K -$2.34K -16 -0.5%
MWM
407
Mission Wealth Management
California
$531K
LC
408
Lourd Capital
California
$523K +$497K +3,401 New
VNB
409
Virginia National Bank
Virginia
$519K +$494K +3,375 New
HBT
410
Hills Bank & Trust
Iowa
$518K -$11.8K -81 -2%
PMFA
411
Plante Moran Financial Advisors
Michigan
$516K -$251K -1,718 -34%
DWA
412
Douglass Winthrop Advisors
New York
$514K
EFS
413
Essex Financial Services
Connecticut
$509K
DADC
414
D.A. Davidson & Co
Montana
$506K -$2.34K -16 -0.5%
Impax Asset Management Group
415
Impax Asset Management Group
United Kingdom
$503K +$479K +3,272 New
MHIC
416
Marble Harbor Investment Counsel
Massachusetts
$502K
PI
417
Putnam Investments
Massachusetts
$499K -$12.6K -86 -3%
CAPTRUST Financial Advisors
418
CAPTRUST Financial Advisors
North Carolina
$499K +$197K +1,345 +71%
LCM
419
Logan Capital Management
Pennsylvania
$483K
WPW
420
Waldron Private Wealth
Pennsylvania
$483K +$21.9K +150 +5%
FHB
421
First Hawaiian Bank
Hawaii
$480K +$457K +3,122 New
BTNA
422
Bremer Trust National Association
Minnesota
$473K -$90.2K -617 -17%
SWP
423
Stratos Wealth Partners
Ohio
$470K -$1.14M -7,805 -72%
DSC
424
Duncker Streett & Co
Missouri
$467K
NFG
425
Nations Financial Group
Iowa
$464K +$1.17K +8 +0.3%

AON Hedge Fund Activity: Q3 2018 in Review

625 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2018, worth a combined $31.9B — up 13% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of AON and 70 opened new positions — a net loss of 1 holder — while 250 trimmed existing stakes and 168 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $297M. The largest seller was Principal Financial Group, cutting an estimated $150M.

  • 625 institutional investors held Aon (AON) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $31.9B of Aon stock for Q3 2018, up 13% quarter-over-quarter.
  • 70 funds opened new Aon positions in Q3 2018 and 71 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q3 2018 was Capital World Investors, an estimated $297M added.
  • The largest Aon seller in Q3 2018 was Principal Financial Group, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2018.