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Aon
AON

501 hedge funds and large institutions have $24.1B invested in Aon in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $23.3B → $24.1B (+$843M)

1% more funds holding

Funds holding: 498 → 501 (+3)

0.4% less ownership

Funds ownership: 86.63% → 86.23% (-0.4%)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

51% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $59.8M

Holders
501
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
13.5%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.51%
New
60
Increased
161
Reduced
186
Closed
51
Calls
$29.3M
Puts
$59.8M
Net Calls
-$30.5M
Net Calls Change
+$22M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$362M
2
SAM
Southeastern Asset Management
Tennessee
+$354M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$106M
4
Boston Partners
Boston Partners
Massachusetts
+$93.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$59.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$473M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$110M
3
State Street
State Street
Massachusetts
-$77.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$62.4M
5
Axa
Axa
France
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
426
Paloma Partners
Connecticut
$222K +$223K +2,228 New
HSA
427
HBK Sorce Advisory
Pennsylvania
$222K +$223K +2,230 New
Calamos Advisors
428
Calamos Advisors
Illinois
$219K -$110K -1,100 -33%
MDCM
429
Morgan Dempsey Capital Management
Wisconsin
$219K – – –
MSU
430
Maple Securities USA
New Jersey
$218K +$219K +2,190 New
Brown Advisory
431
Brown Advisory
Maryland
$209K -$256K -2,562 -55%
CI
432
Cowen Inc
New York
$209K +$210K +2,099 New
HTHT
433
Hemenway Trust Hemenway Trust
New Hampshire
$201K +$201K +2,012 New
Victory Capital Management
434
Victory Capital Management
Texas
$195K +$196K +1,957 New
PAIA
435
Park Avenue Institutional Advisers
New York
$188K +$189K +1,890 New
AGM
436
Alpine Global Management
New York
$187K -$73.6K -735 -28%
MCM
437
Manchester Capital Management
Vermont
$178K – – –
SC
438
SRB Corp
Massachusetts
$142K -$26.2K -262 -16%
SEC
439
Seven Eight Capital
New York
$140K -$190K -1,900 -58%
HPBT
440
High Point Bank & Trust
North Carolina
$139K – – –
GLI
441
Guardian Life Insurance
New York
$122K – – –
MFS
442
MSI Financial Services
Massachusetts
$114K -$800K -7,991 -87%
RA
443
Rational Advisors
New York
$111K +$112K +1,115 New
FQ
444
First Quadrant
California
$100K – – –
Parallax Volatility Advisers
445
Parallax Volatility Advisers
California
$97K -$9.01K -90 -8%
Bessemer Group
446
Bessemer Group
New Jersey
$85K -$198K -1,983 -70%
SAMC
447
Shinko Asset Management Company
Japan
$84K – – –
MCM
448
MV Capital Management
Maryland
$82K +$82.7K +826 New
CFA
449
Carroll Financial Associates
North Carolina
$81K +$20.8K +208 +35%
Manulife (Manufacturers Life Insurance)
450
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K +$2.93M +29,319 +4%
16 17
18
19 20

AON Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2015, worth a combined $24.1B — up 3.6% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AON positions and 51 closed out — a net gain of 9 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $473M.

  • 501 institutional investors held Aon (AON) as of Q2 2015, up from 498 in Q1 2015.
  • Funds reported $24.1B of Aon stock for Q2 2015, up 3.6% quarter-over-quarter.
  • 60 funds opened new Aon positions in Q2 2015 and 51 closed out, a net change of +9 holders.
  • The largest Aon buyer in Q2 2015 was Lazard Asset Management, an estimated $362M added.
  • The largest Aon seller in Q2 2015 was JP Morgan Chase, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2015.