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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$2.34M -$207K -670 -8%
CC
402
Centiva Capital
New York
$2.31M +$794K +2,566 +54%
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.3M -$77.4K -250 -3%
SC
404
Scotia Capital
Ontario, Canada
$2.29M +$470K +1,518 +26%
SSA
405
Schonfeld Strategic Advisors
New York
$2.26M -$2.34M -7,545 -51%
SFA
406
Sequoia Financial Advisors
Ohio
$2.26M -$45.2K -146 -2%
MGP
407
Metis Global Partners
California
$2.24M +$859K +2,776 +64%
VIM
408
Vinva Investment Management
Australia
$2.2M +$2.18M +7,034 New
Connor, Clark & Lunn Investment Management (CC&L)
409
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.2M -$2.61M -8,432 -55%
DWM
410
Dakota Wealth Management
Florida
$2.19M +$183K +591 +9%
MCM
411
Mitchell Capital Management
Kansas
$2.16M -$12.4K -40 -0.6%
CT
412
Caldwell Trust
Florida
$2.15M
ONB
413
Old National Bancorp
Indiana
$2.15M -$1.25M -4,023 -37%
TI
414
Tidal Investments
Wisconsin
$2.1M +$130K +420 +7%
KeyBank National Association
415
KeyBank National Association
Ohio
$2.1M +$41.5K +134 +2%
GAM
416
Gotham Asset Management
New York
$2.06M -$57K -184 -3%
AA
417
Ancora Advisors
Ohio
$2.06M
HNB
418
Huntington National Bank
Ohio
$2.04M +$23.8K +77 +1%
TCM
419
Triumph Capital Management
Colorado
$2.03M
V
420
Veritable
Delaware
$2.02M +$27.5K +89 +1%
LI
421
Lafayette Investments
Maryland
$2.02M -$15.2K -49 -0.8%
PCS
422
Personal CFO Solutions
New Jersey
$2.02M -$26.3K -85 -1%
AA
423
Aire Advisors
California
$1.97M +$2.17K +7 +0.1%
EWA
424
Exencial Wealth Advisors
Oklahoma
$1.93M -$7.43K -24 -0.4%
PHS
425
Pekin Hardy Strauss
Illinois
$1.91M -$209K -675 -10%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.