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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Madison Wealth Management
Ohio
$2.55M -$13.6K -41 -0.5%
NB
402
Norinchukin Bank
Japan
$2.53M -$2.84M -8,585 -52%
SDIC
403
South Dakota Investment Council
South Dakota
$2.52M -$349K -1,054 -12%
SC
404
Scotia Capital
Ontario, Canada
$2.49M +$135K +409 +6%
SAM
405
Sompo Asset Management
Japan
$2.48M +$2.53M +7,650 New
SCA
406
Snowden Capital Advisors
New York
$2.47M -$2.53M -7,654 -50%
GKFF
407
George Kaiser Family Foundation
Oklahoma
$2.44M
MGP
408
Metis Global Partners
California
$2.4M +$412K +1,245 +20%
KeyBank National Association
409
KeyBank National Association
Ohio
$2.37M +$155K +467 +7%
TPCW
410
TD Private Client Wealth
New York
$2.36M -$1.09M -3,299 -31%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.32M -$53.6K -162 -2%
SFA
412
Sequoia Financial Advisors
Ohio
$2.31M -$6.62K -20 -0.3%
MCM
413
Mitchell Capital Management
Kansas
$2.28M +$2.98K +9 +0.1%
QCM
414
QRG Capital Management
Illinois
$2.25M +$2.3M +6,947 New
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$2.23M +$23.2K +70 +1%
CT
416
Caldwell Trust
Florida
$2.21M
OAM
417
Ostrum Asset Management
France
$2.2M -$3.03M -9,160 -57%
Cerity Partners
418
Cerity Partners
New York
$2.16M -$3.27M -9,870 -60%
PCS
419
Personal CFO Solutions
New Jersey
$2.1M -$993 -3 -0%
QT
420
Quantbot Technologies
New York
$2.08M +$2.12M +6,410 New
MYAM
421
Meiji Yasuda Asset Management
Japan
$2.05M +$1.02M +3,091 +96%
PVI
422
Pine Valley Investments
New Jersey
$2.04M +$86.4K +261 +4%
AA
423
Aire Advisors
California
$2.04M +$4.3K +13 +0.2%
GAM
424
Gotham Asset Management
New York
$2.03M -$1.13M -3,413 -35%
LI
425
Lafayette Investments
Maryland
$2.03M -$45.3K -137 -2%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.