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502 hedge funds and large institutions have $23.5B invested in Aon in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $11.1M

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0% more capital invested

Capital invested by funds: $23.5B → $23.5B (+$16.7M)

1% less funds holding

Funds holding: 507502 (-5)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

1.98% less ownership

Funds ownership: 86.12%84.14% (-2%)

19% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 202

Holders
502
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
56
Increased
163
Reduced
202
Closed
57
Calls
$20.9M
Puts
$11.1M
Net Calls
+$9.79M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
426
Geode Capital Management
Massachusetts
$224K +$1.53M +16,379 +0.8%
IIM
427
Ivory Investment Management
New York
$222K +$199K +2,127 New
Toronto Dominion Bank
428
Toronto Dominion Bank
Ontario, Canada
$217K -$592K -6,321 -75%
BC
429
Brinker Capital
Pennsylvania
$214K +$192K +2,049 New
HTHT
430
Hemenway Trust Hemenway Trust
New Hampshire
$210K +$189K +2,012 New
SW
431
SVB Wealth
Massachusetts
$205K -$39.8K -425 -18%
ECM
432
ETrade Capital Management
Virginia
$200K +$179K +1,915 New
PAM
433
PartnerRe Asset Management
Connecticut
$196K
MAM
434
Mizuho Asset Management
Japan
$190K -$143K -1,524 -44%
Fuller & Thaler Asset Management
435
Fuller & Thaler Asset Management
California
$188K +$169K +1,800 New
MCM
436
Manchester Capital Management
Vermont
$187K
PAIA
437
Park Avenue Institutional Advisers
New York
$180K -$4.59K -49 -3%
CCA
438
Checchi Capital Advisers
California
$177K +$159K +1,695 New
QCG
439
Quadrant Capital Group
Ohio
$165K -$138K -1,470 -48%
SC
440
SRB Corp
Massachusetts
$159K
HPBT
441
High Point Bank & Trust
North Carolina
$146K
SFPIA
442
Stevens First Principles Investment Advisors
California
$137K +$123K +1,315 New
GLI
443
Guardian Life Insurance
New York
$106K -$26.8K -286 -22%
FQ
444
First Quadrant
California
$104K -$9.56M -102,000 -99%
CFA
445
Carroll Financial Associates
North Carolina
$94K +$843 +9 +1%
HI
446
Hudock Inc
Pennsylvania
$88K +$79.6K +850 New
SAMC
447
Shinko Asset Management Company
Japan
$75K -$7.03K -75 -9%
MDCM
448
Morgan Dempsey Capital Management
Wisconsin
$73K -$3.47K -37 -5%
EDRAML
449
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$72K
VCM
450
Versant Capital Management
Arizona
$62K -$2.81K -30 -5%

AON Hedge Fund Activity: Q1 2016 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2016, worth a combined $23.5B — up 0.07% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AON and 56 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 163 added.

The largest buyer was Artisan Partners, adding an estimated $295M. The largest seller was Southeastern Asset Management, cutting an estimated $635M.

  • 502 institutional investors held Aon (AON) as of Q1 2016, down from 507 in Q4 2015.
  • Funds reported $23.5B of Aon stock for Q1 2016, up 0.07% quarter-over-quarter.
  • 56 funds opened new Aon positions in Q1 2016 and 57 closed out, a net change of -1 holder.
  • The largest Aon buyer in Q1 2016 was Artisan Partners, an estimated $295M added.
  • The largest Aon seller in Q1 2016 was Southeastern Asset Management, an estimated $635M sold.

Based on aggregated 13F filings for Q1 2016.