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711 hedge funds and large institutions have $32.5B invested in Aon in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 269 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $17M

0.75% less ownership

Funds ownership: 85.34%84.58% (-0.75%)

13% less funds holding

Funds holding: 815711 (-104)

16% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 269

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

22% less capital invested

Capital invested by funds: $41.6B → $32.5B (-$9.1B)

52% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 187

Holders
711
Holders Change
-104
Holders Change %
-12.76%
% of All Funds
15.67%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.66%
New
90
Increased
227
Reduced
269
Closed
187
Calls
$75.6M
Puts
$17M
Net Calls
+$58.7M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
401
RBF Capital
California
$677K
CCP
402
Corient Capital Partners
California
$675K -$19.9K -97 -2%
RIM
403
Redwood Investment Management
Arizona
$673K -$136K -664 -14%
Bessemer Group
404
Bessemer Group
New Jersey
$671K -$5.15M -25,155 -86%
BSB
405
Bangor Savings Bank
Maine
$661K +$820K +4,003 New
PWA
406
Providence Wealth Advisors
Illinois
$655K
VAS
407
Vestmark Advisory Solutions
Massachusetts
$649K +$805K +3,934 New
NAM
408
NorthCoast Asset Management
Connecticut
$643K +$797K +3,895 New
MCM
409
Makena Capital Management
California
$633K +$785K +3,835 New
BCP
410
Blue Chip Partners
Michigan
$623K +$1.43K +7 +0.2%
TCM
411
Twin Capital Management
Pennsylvania
$622K -$12.3K -60 -2%
CI
412
Conning Inc
Connecticut
$615K -$19.2K -94 -2%
CAC
413
Cowen and Company
New York
$614K +$762K +3,721 New
BC
414
Bartlett & Co
Ohio
$607K +$752K +3,675 New
BCWM
415
Bartlett & Co Wealth Management
Ohio
$607K
LCM
416
Logan Capital Management
Pennsylvania
$605K
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$594K -$1.23K -6 -0.2%
PA
418
Profund Advisors
Maryland
$590K -$229K -1,120 -24%
GSBTD
419
Glenview State Bank Trust Department
Illinois
$585K -$164K -800 -18%
PI
420
PFS Investments
Georgia
$585K +$726K +3,545 New
SC
421
Scotia Capital
Ontario, Canada
$584K +$105K +514 +17%
FAB
422
First American Bank
Illinois
$578K
LWS
423
Lucia Wealth Services
California
$574K +$711K +3,475 New
SCA
424
Snowden Capital Advisors
New York
$573K +$614 +3 +0.1%
GT
425
Greenleaf Trust
Michigan
$568K +$339K +1,654 +93%

AON Hedge Fund Activity: Q1 2020 in Review

711 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2020, worth a combined $32.5B — down 22% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 187 funds closed out of AON and 90 opened new positions — a net loss of 97 holders — while 269 trimmed existing stakes and 227 added.

The largest buyer was Capital International Investors, adding an estimated $440M. The largest seller was Artisan Partners, exiting entirely with an estimated $859M sold.

  • 711 institutional investors held Aon (AON) as of Q1 2020, down from 815 in Q4 2019.
  • Funds reported $32.5B of Aon stock for Q1 2020, down 22% quarter-over-quarter.
  • 90 funds opened new Aon positions in Q1 2020 and 187 closed out, a net change of -97 holders.
  • The largest Aon buyer in Q1 2020 was Capital International Investors, an estimated $440M added.
  • The largest Aon seller in Q1 2020 was Artisan Partners, an estimated $859M sold.

Based on aggregated 13F filings for Q1 2020.