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Aon
AON

803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751 → 803 (+52)

2.73% more ownership

Funds ownership: 92.49% → 95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$869M
2
IFP
Independent Franchise Partners
United Kingdom
+$537M
3
BWA
Brave Warrior Advisors
New York
+$264M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$246M
5
MG
Meritage Group
California
+$169M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$312M
2
Citadel Advisors
Citadel Advisors
Florida
-$278M
3
DZ Bank
DZ Bank
Germany
-$264M
4
State Street
State Street
Massachusetts
-$257M
5
N
Nuveen
North Carolina
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
401
Everence Capital Management
Indiana
$1.36M -$254K -1,270 -16%
AF
402
Alerus Financial
North Dakota
$1.33M +$1.28M +6,432 New
Impax Asset Management Group
403
Impax Asset Management Group
United Kingdom
$1.32M +$27.4K +137 +2%
RIM
404
Redpoint Investment Management
Australia
$1.31M -$2.23M -11,177 -64%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$1.3M +$95.9K +480 +8%
HC
406
Henshaw Capital
Massachusetts
$1.29M +$1.6K +8 +0.1%
WG
407
Welch Group
Alabama
$1.29M +$1.24M +6,232 New
BBHC
408
Brown Brothers Harriman & Co
New York
$1.28M -$18.6K -93 -1%
AWM
409
AE Wealth Management
Kansas
$1.28M +$72.5K +363 +6%
MCM
410
MV Capital Management
Maryland
$1.28M +$182K +911 +17%
JG
411
Jefferies Group
New York
$1.28M -$1.6M -8,000 -56%
MA
412
MUFG Americas
New York
$1.27M – – –
TPA
413
Trivium Point Advisory
Connecticut
$1.27M +$224K +1,122 +22%
MCM
414
Mitchell Capital Management
Kansas
$1.26M +$33.8K +169 +3%
FMT
415
First Mercantile Trust
Tennessee
$1.26M +$394K +1,972 +43%
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M +$77.3K +387 +7%
PAS
417
Park Avenue Securities
New York
$1.25M +$382K +1,915 +46%
N
418
Nuveen
North Carolina
$1.25M -$218M -1,092,689 -99%
GBA
419
Garrison Bradford & Associates
New York
$1.25M – – –
BWCS
420
Beirne Wealth Consulting Services
Connecticut
$1.24M +$1.2M +5,985 New
AA
421
Ancora Advisors
Ohio
$1.23M +$89.3K +447 +8%
LWS
422
Lucia Wealth Services
California
$1.22M +$249K +1,246 +27%
AMCA
423
Arthur M. Cohen & Associates
Illinois
$1.2M +$1.16M +5,807 New
HFG
424
Heron Financial Group
New York
$1.19M +$44.9K +225 +4%
VCA
425
Verdence Capital Advisors
Maryland
$1.18M -$4.99K -25 -0.4%
15 16
17
18 19

AON Hedge Fund Activity: Q3 2020 in Review

803 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2020, worth a combined $45.5B — up 11% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AON positions and 65 closed out — a net gain of 55 holders — while 290 added to existing stakes and 258 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $869M. The largest seller was Goldman Sachs, cutting an estimated $312M.

  • 803 institutional investors held Aon (AON) as of Q3 2020, up from 751 in Q2 2020.
  • Funds reported $45.5B of Aon stock for Q3 2020, up 11% quarter-over-quarter.
  • 120 funds opened new Aon positions in Q3 2020 and 65 closed out, a net change of +55 holders.
  • The largest Aon buyer in Q3 2020 was WCM Investment Management, an estimated $869M added.
  • The largest Aon seller in Q3 2020 was Goldman Sachs, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2020.