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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
401
Personal CFO Solutions
New Jersey
$2.24M +$30.5K +94 +1%
TCM
402
Triumph Capital Management
Colorado
$2.23M
Millennium Management
403
Millennium Management
New York
$2.22M -$32.8M -101,100 -94%
LI
404
Lafayette Investments
Maryland
$2.21M -$2.92K -9 -0.1%
HNB
405
Huntington National Bank
Ohio
$2.17M -$73.4K -226 -3%
AA
406
Aire Advisors
California
$2.17M +$3.9K +12 +0.2%
MGP
407
Metis Global Partners
California
$2.12M -$309K -952 -13%
AA
408
Ancora Advisors
Ohio
$2.12M -$126K -389 -6%
Brown Advisory
409
Brown Advisory
Maryland
$2.1M +$60.7K +187 +3%
GS
410
GTS Securities
New York
$2.1M +$1.98M +6,087 New
PVI
411
Pine Valley Investments
New Jersey
$2.08M +$871K +2,683 +80%
SWM
412
Salvus Wealth Management
New Jersey
$2.06M +$39.3K +121 +2%
VIM
413
Vinva Investment Management
Australia
$2.03M -$353K -1,086 -15%
MWM
414
Mission Wealth Management
California
$1.99M +$1.3K +4 +0.1%
TRCT
415
Tower Research Capital (TRC)
New York
$1.98M +$708K +2,179 +61%
FHB
416
First Hawaiian Bank
Hawaii
$1.94M +$142K +437 +8%
PHS
417
Pekin Hardy Strauss
Illinois
$1.93M -$156K -479 -8%
HFG
418
Heron Financial Group
New York
$1.93M +$29.2K +90 +2%
LNC
419
Lincoln National Corp
Pennsylvania
$1.87M -$16.2K -50 -0.9%
NA
420
NewEdge Advisors
Louisiana
$1.86M +$223K +688 +15%
GIM
421
Goelzer Investment Management
Indiana
$1.85M -$1.75M -5,375 -50%
AG
422
Ascent Group
Virginia
$1.85M -$784K -2,413 -29%
SIA
423
Schechter Investment Advisors
Michigan
$1.84M -$34.4K -106 -2%
PAG
424
Private Advisor Group
New Jersey
$1.84M -$2.92K -9 -0.2%
IWC
425
Integrated Wealth Concepts
Massachusetts
$1.83M +$326K +1,005 +23%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.