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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Pure Financial Advisors
California
$2.18M +$3.9K +13 +0.2%
CG
402
Colony Group
Massachusetts
$2.13M +$109K +363 +5%
UCFA
403
United Capital Financial Advisors
Texas
$2.12M -$159K -531 -7%
TCM
404
Triumph Capital Management
Colorado
$2.09M +$2.08M +6,949 New
PHK
405
Point72 Hong Kong
Hong Kong
$2.08M +$414K +1,381 +25%
Wolverine Trading
406
Wolverine Trading
Illinois
$2.08M -$5.19M -17,313 -71%
OLA
407
Oliver Luxxe Assets
New Jersey
$2.07M -$6.59K -22 -0.3%
CT
408
Caldwell Trust
Florida
$2.05M
OSIA
409
O'Shares Investment Advisers
Massachusetts
$2.03M +$148K +494 +8%
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$2.02M -$2.1K -7 -0.1%
AI
411
AdvisorShares Investments
Maryland
$2.01M +$2.01M +6,690 New
GKFF
412
George Kaiser Family Foundation
Oklahoma
$1.99M
TC
413
TownSquare Capital
Utah
$1.98M +$372K +1,240 +23%
RC
414
RegentAtlantic Capital
New Jersey
$1.97M +$67.5K +225 +4%
MCM
415
Mitchell Capital Management
Kansas
$1.97M +$4.8K +16 +0.2%
AA
416
Ancora Advisors
Ohio
$1.95M
UB
417
UMB Bank
Missouri
$1.92M +$1.91M +6,378 New
E
418
Ergoteles
New York
$1.91M +$1.91M +6,361 New
NA
419
NewEdge Advisors
Louisiana
$1.9M +$789K +2,631 +71%
YIH
420
Y-Intercept (HK)
Hong Kong
$1.9M +$1.29M +4,291 +211%
ACM
421
Ativo Capital Management
Illinois
$1.89M
LI
422
Lafayette Investments
Maryland
$1.88M -$27.9K -93 -1%
V
423
Veritable
Delaware
$1.87M -$118K -395 -6%
Vontobel Holding
424
Vontobel Holding
Switzerland
$1.85M +$130K +432 +8%
AA
425
Aire Advisors
California
$1.85M +$1.85M +6,166 New

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.